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
Elizabeth Adams WatkinsAmeriprise Financial Services, Inc.AXA Advisors, LLC08-24-2015
Michael Dominick MarchettaAmeriprise Financial Services, Inc.AXA Advisors, LLC$50005-09-2011
John Richard MazzaAmeritas Investment Corp.AXA Advisors, LLC08-04-2016
Eric Armstrong WilliamsBB&T Investment Services, Inc.AXA Advisors, LLC01-14-2014
Chadwick Carter MessinaBB&T Investment Services, Inc.AXA Advisors, LLC02-12-2013
Ryan Raj MahtaniBB&T Investment Services, Inc.AXA Advisors, LLC01-14-2013
David Michael MurphyBB&T Investment Services, Inc.AXA Advisors, LLC01-20-2010
Nidia Marlene FloresCambridge Investment Research, Inc.AXA Advisors, LLC11-04-2013
Joshua Reese Bailey IICetera Advisor Networks LLCAXA Advisors, LLC02-19-2019
Brenda Hance PressleyCornerstone WealthAXA Advisors, LLC10-10-2015
Christian Robert TaylorEdward JonesAXA Advisors, LLC06-15-2018
Frederick Andrew Cook IIIEdward JonesAXA Advisors, LLC$50001-03-2014
Patrick James TuiteEdward JonesAXA Advisors, LLC02-02-2009
Karen Danette EdwardsGragg & Gragg, LLPAXA Advisors, LLC08-15-2018
Charles Franklin Freeman Jr.Holderness Investments CoAXA Advisors, LLC04-19-2011
Timothy James CongletonHornor, Townsend & Kent, LLCAXA Advisors, LLC$25002-24-2009
David Keith PropesHornor, Townsend & Kent, LLCAXA Advisors, LLC02-20-2009
Wilbur Spear Hemby Jr.Level Four Advisory ServicesAXA Advisors, LLC09-08-2015
Mary Elizabeth SargentLevel Four Advisory ServicesAXA Advisors, LLC09-08-2015
Robert Christopher BrickeyLincoln Financial Securities CorporationAXA Advisors, LLC06-01-2016
Larry Allen Hyde IILincoln Financial Securities CorporationAXA Advisors, LLC03-20-2015
John Eldridge Parham Jr.Lincoln Financial Securities CorporationAXA Advisors, LLC$10002-20-2015
James M Wallace IIILincoln Financial Securities CorporationAXA Advisors, LLC$10003-13-2014
Austin Neil RamseyLincoln InvestmentAXA Advisors, LLC05-15-2015
Frederick Anderson TullossLPL Financial LLCAXA Advisors, LLC$10009-17-2015
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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.