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
Bryan James BaccaroAllstate Financial Services, LLCAXA Advisors, LLC06-03-2019
Robert Irgens BlackAllstate Financial Services, LLCAXA Advisors, LLC11-01-2018
Savas Nick ConstantinouAllstate Financial Services, LLCAXA Advisors, LLC04-18-2018
Mitchell Arthur GurlandAllstate Financial Services, LLCAXA Advisors, LLC08-26-2015
Reuel Moore Sr.Allstate Financial Services, LLCAXA Advisors, LLC06-21-2011
Robert M. RomanAmerican Portfolios Financial Services, Inc.AXA Advisors, LLC$2507-18-2014
Jonathan Charles PhilportAmeriprise Financial Services, LLCAXA Advisors, LLC11-07-2018
Saji PhilipAmeriprise Financial Services, LLCAXA Advisors, LLC$1009-10-2014
Alexander Charles BorsukAmeriprise Financial Services, LLCAXA Advisors, LLC03-02-2012
Patrick Joseph Rogers Jr.APW Capital, Inc.AXA Advisors, LLC09-13-2018
Martin Patrick CranitchAvantax Investment Services, Inc.AXA Advisors, LLC11-20-2014
Takeya Lashawn IngramAXA Advisors, LLCAXA Advisors, LLC12-14-2018
Benjamin Scott RappaportAXA Advisors, LLCAXA Advisors, LLC02-23-2016
Adam Daniel RachmanAXA Advisors, LLCAXA Advisors, LLC10-27-2015
Joel Howard AlbertAXA Advisors, LLCAXA Advisors, LLC08-12-2015
Daniel T SullivanAXA Advisors, LLCAXA Advisors, LLC09-12-2014
Justin Taylor CarlsonAXA Advisors, LLCAXA Advisors, LLC12-20-2013
Richard Christopher ChongAXA Advisors, LLCAXA Advisors, LLC03-19-2013
Yusufali Fidahussein MusajiAXA Advisors, LLCAXA Advisors, LLC12-15-2011
Sunhee LeeAXA Advisors, LLCAXA Advisors, LLC$103-12-2010
Richard Alexander ZytkoBCG Securities, Inc.AXA Advisors, LLC$2512-20-2010
Richard Ellis CraftBCG Securities, Inc.AXA Advisors, LLC02-23-2010
Willard David Moore Jr.BCG Securities, Inc.AXA Advisors, LLC$1007-13-2009
Linda Jean PresslerCadaret, Grant & Co., Inc.AXA Advisors, LLC11-27-2013
Matthew Walter MurphyCapital One Investment Services LLCAXA Advisors, LLC$5002-24-2014
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Showing 1 to 25 of 222 entries

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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.