Advisers on the Move

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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Robert M. Adams Jr.Allstate Financial Services, LLCAXA Advisors, LLC07-20-2009
Doyle Eugene Walters Jr.Investacorp, Inc.AXA Advisors, LLC12-14-2009
Jonathan David CummingsInvestacorp, Inc.AXA Advisors, LLC12-14-2009
Aaron Joseph PlautzPrincipia Wealth Advisory, LLCAXA Advisors, LLC03-03-2010
Danny AllizadehMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC04-19-2010
Jessica Denee HunnicuttFarmers Financial Solutions, LLCAXA Advisors, LLC06-24-2010
Keisha Sheree EaglinVALIC Financial Advisors, Inc.AXA Advisors, LLC08-20-2010
David Bradley MartinLPL Financial LLCAXA Advisors, LLC$1001-05-2011
Abraham Paul Mansour Sr.LPL Financial LLCAXA Advisors, LLC$15001-07-2011
Kevin D. Kuebler1st Global Capital Corp.AXA Advisors, LLC$2502-17-2011
Martha N. RobinsonWoodbury Financial Services, Inc.AXA Advisors, LLC03-07-2011
Stephen Charles ScottMorgan StanleyAXA Advisors, LLC05-14-2012
Michael D. ParteeUSAA Financial Advisors, Inc.AXA Advisors, LLC06-24-2012
Alex Russell BahunFrost Brokerage Services, Inc.AXA Advisors, LLC10-15-2012
Jason P. WatsonPark Avenue Securities LLCAXA Advisors, LLC01-24-2013
Christopher Kemp ThrowerPark Avenue Securities LLCAXA Advisors, LLC02-12-2013
Jonathan T. KirbyPark Avenue Securities LLCAXA Advisors, LLC06-18-2013
Christopher Barrett AndersonEdward JonesAXA Advisors, LLC$10002-28-2014
Griffin Edward RandleMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC04-21-2014
Stephanie Ann TamburelloMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC04-29-2014
Stephen Tyler McKimmeyHilltop Securities Independent Network Inc.AXA Advisors, LLC05-06-2014
Rhonda FosterGWN Securities Inc.AXA Advisors, LLC06-03-2014
Christopher Dee JeffersCambridge Investment Research, Inc.AXA Advisors, LLC$5006-30-2014
Leonardo F ChangEdward JonesAXA Advisors, LLC08-04-2014
Stephen C. DebellUSAA Financial Advisors, Inc.AXA Advisors, LLC09-04-2014
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Showing 1 to 25 of 72 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.


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