Advisers on the Move TEST

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Thomas Lee HipkeBankers Life Securities, Inc.AXA Advisors, LLC12-12-2018
Shawn Marie FelicianoBBVA Securities Inc.AXA Advisors, LLC11-29-2017
John WalkerBCJ Capital ManagementAXA Advisors, LLC08-25-2017
Jacob Peter SessionsChase Investment Services Corp.AXA Advisors, LLC02-24-2010
Carl Francis MaesEdward JonesAXA Advisors, LLC10-06-2017
David John KetterFinancial Engines Advisors L.L.C.AXA Advisors, LLC04-30-2014
Jacob Norman BiliackFOUR PEAKS WEALTH MANAGEMENT, LLCAXA Advisors, LLC08-11-2017
Anthony Jay HausemanGWN Securities Inc.AXA Advisors, LLC08-01-2017
Pablo Jose OlivaIntegrated Financial Solutions, PLLCAXA Advisors, LLC11-16-2018
Michael Conrad SundbergJ.P. Morgan Securities LLCAXA Advisors, LLC$10002-12-2016
Kyle James CharlesLincoln Financial Advisors CorporationAXA Advisors, LLC03-21-2017
Lawrence SanfilippoLincoln Financial Advisors CorporationAXA Advisors, LLC03-01-2017
Sean GuillLincoln Financial Advisors CorporationAXA Advisors, LLC09-08-2016
Aaron StanleyLincoln Financial Advisors CorporationAXA Advisors, LLC$50001-04-2016
Marcus LuckenederLincoln Financial Advisors CorporationAXA Advisors, LLC11-02-2015
Andrew D. TuellLincoln Financial Advisors CorporationAXA Advisors, LLC$10011-11-2014
Ryan Christopher RayburnLincoln Financial Advisors CorporationAXA Advisors, LLC$25005-08-2014
Ryan Scott KiddLincoln Financial Advisors CorporationAXA Advisors, LLC$25005-01-2014
Aaron Cosmo MontezLincoln Financial Advisors CorporationAXA Advisors, LLC$50005-01-2014
Cole J. StonemanLincoln Financial Advisors CorporationAXA Advisors, LLC$10011-27-2013
Monica Ann StrongLincoln Financial Securities CorporationAXA Advisors, LLC$25010-29-2018
Dereck N. GreyMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC12-02-2016
Nicholas Anthony MaccaroneMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC11-03-2016
Dimitrius Steele AugustinMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC11-01-2016
Shawn Ian PeronaMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC10-03-2016
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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.