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
Michael J La ChapelleAllstate Financial Services, LLCAXA Advisors, LLC04-18-2019
Larry Michael TomaszewskiAllstate Financial Services, LLCAXA Advisors, LLC01-20-2010
Todd Matthew RenihanAllstate Financial Services, LLCAXA Advisors, LLC01-28-2009
Paul B CampbellAmeriprise Financial Services, LLCAXA Advisors, LLC$2511-25-2013
Terri Marie RauAPW Capital, Inc.AXA Advisors, LLC06-06-2011
Michael James BoyceAPW Capital, Inc.AXA Advisors, LLC$2506-01-2011
Travis A. SmyczynskiAusdal Financial Partners, Inc.AXA Advisors, LLC05-08-2018
David Francis FranksAusdal Financial Partners, Inc.AXA Advisors, LLC11-14-2011
Jeffrey Alan ZimmerAusdal Financial Partners, Inc.AXA Advisors, LLC10-06-2010
Robert Gerard DevitaAusdal Financial Partners, Inc.AXA Advisors, LLC07-01-2010
Kenneth Alan PorkkaCetera Financial Specialists LLCAXA Advisors, LLC11-08-2010
David R. GrayChapin, DavisAXA Advisors, LLC05-14-2015
Matthew J. KaiserChase Investment Services Corp.AXA Advisors, LLC05-01-2010
Jesus Vega RojasCitigroup Global Markets Inc.AXA Advisors, LLC06-08-2017
Brett R. RiekenaCountry Capital Management CompanyAXA Advisors, LLC05-12-2011
Richard Allan OrrCUNA Brokerage Services, Inc.AXA Advisors, LLC$2502-01-2010
Nita VaghaniE*TRADE Securities LLCAXA Advisors, LLC03-01-2011
John A. EidukElite Asset ManagementAXA Advisors, LLC10-05-2015
Brenda Louis BridgesEquity Services, Inc.AXA Advisors, LLC08-11-2017
Kyle C. MatkaitisFidelity Brokerage Services LLCAXA Advisors, LLC01-07-2011
Vito Louis Della PollaFidelity Brokerage Services LLCAXA Advisors, LLC07-19-2010
Rebecca Speck FosterForest Securities, Inc.AXA Advisors, LLC06-20-2016
Kim Dittmer DysonHayden RoyalAXA Advisors, LLC08-10-2016
Jonathan Paul LeonardHilltop Securities Independent Network Inc.AXA Advisors, LLC04-05-2013
Charles M. SmithHorace Mann Investors, Inc.AXA Advisors, LLC03-16-2018
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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.