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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Paul Ronald ReedAllstate Financial Services, LLCAXA Advisors, LLC11-22-2016
Cynthia Ann WalkerAllstate Financial Services, LLCAXA Advisors, LLC05-15-2013
Kevin Harold LamsonAmbassador Advisors, LLCAXA Advisors, LLC11-24-2011
James Owen Collier Jr.American Portfolios Financial Services, Inc.AXA Advisors, LLC$5005-15-2015
Gregory Edward KniselyAmerican Portfolios Financial Services, Inc.AXA Advisors, LLC05-15-2015
Jeremy Scott MocekAmerican Portfolios Financial Services, Inc.AXA Advisors, LLC01-02-2015
Michael Joseph StecherAmerican Portfolios Financial Services, Inc.AXA Advisors, LLC08-19-2013
Curtis Lynn MusserAmerican Portfolios Financial Services, Inc.AXA Advisors, LLC10-04-2012
Daniel Russell BaileyAmerican Portfolios Financial Services, Inc.AXA Advisors, LLC10-04-2011
Ryan Matthew MiddletonAmerican Portfolios Financial Services, Inc.AXA Advisors, LLC10-04-2011
Richard Kenneth Dieterle Jr.American Portfolios Financial Services, Inc.AXA Advisors, LLC10-04-2011
Leonard John MarschAmerican Portfolios Financial Services, Inc.AXA Advisors, LLC10-04-2011
Robert Ernest KauffmanAmerican Portfolios Financial Services, Inc.AXA Advisors, LLC$15009-01-2011
Bernard Irving BostwickAmerican Portfolios Financial Services, Inc.AXA Advisors, LLC09-01-2011
David Allen VelhoAmeriprise Financial Services, LLCAXA Advisors, LLC$2510-14-2011
Chelsea B RixnerAXA Advisors, LLCAXA Advisors, LLC04-10-2013
Michael Christopher BassBCG Securities, Inc.AXA Advisors, LLC03-15-2010
Joshua Edward MakowiecCambridge Investment Research, Inc.AXA Advisors, LLC$1001-16-2015
Earl Matthew CampbellCambridge Investment Research, Inc.AXA Advisors, LLC09-09-2014
James Harold MitchellCambridge Investment Research, Inc.AXA Advisors, LLC07-16-2013
Micah J. DeloCambridge Investment Research, Inc.AXA Advisors, LLC$1001-11-2013
Brian Joseph FisherCambridge Investment Research, Inc.AXA Advisors, LLC$5001-04-2010
Kory R. DatresCetera Advisors LLCAXA Advisors, LLC10-30-2013
Mark Arcidiacono Jr.Charles Schwab & Co., Inc.AXA Advisors, LLC03-18-2019
Zak Su IrizarryCharles Schwab & Co., Inc.AXA Advisors, LLC05-30-2017
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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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.