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
Kyndal Brian MartinMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC07-18-2019
Taylor Austin ChamnessFrost Brokerage Services, Inc.AXA Advisors, LLC07-16-2019
Jacob Adam WelshJ.P. Morgan Securities LLCAXA Advisors, LLC07-12-2019
Dylan Chase McdowellLPL Financial LLCAXA Advisors, LLC07-11-2019
Colin WongEdward JonesAXA Advisors, LLC$25006-28-2019
Truman D CooperMorgan StanleyAXA Advisors, LLC06-25-2019
Angela Faye HoneyJ.P. Morgan Securities LLCAXA Advisors, LLC06-15-2019
Bobby Louis Pennington IIIJ.P. Morgan Securities LLCAXA Advisors, LLC06-05-2019
Brennan Ross LaporteMercer Allied Company, L.P.AXA Advisors, LLC06-05-2019
Jason M. JonesLPL Financial LLCAXA Advisors, LLC06-03-2019
Herbert Green Straughter Jr.LPL Financial LLCAXA Advisors, LLC05-23-2019
Adedayo Pipeniseoluwa Awosika-OlumoMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC05-22-2019
Christopher Wayne SimmonsAmeriprise Financial Services, Inc.AXA Advisors, LLC05-21-2019
Mitchel Devin PhifferRaymond James Financial Services, Inc.AXA Advisors, LLC$10005-17-2019
Todd Lynne CoxRaymond James Financial Services, Inc.AXA Advisors, LLC05-17-2019
Ben Michael MeadowsTriad Advisors LLCAXA Advisors, LLC05-14-2019
Zachary Michael ThomasInfinex Investments, Inc.AXA Advisors, LLC04-30-2019
Owen John PinkJ.P. Morgan Securities LLCAXA Advisors, LLC04-17-2019
Xavier Leland SykesMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC04-17-2019
Daniel J. BolivarMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC04-16-2019
Titi Olayinka Tope OgunlanaMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC04-11-2019
Bradley Aaron CostiloeJ.P. Morgan Securities LLCAXA Advisors, LLC04-09-2019
Lee Herbert BristowParkland Securities, LLCAXA Advisors, LLC04-01-2019
Aaron David DyasMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC03-21-2019
Jake Robert JalufkaCalton & Associates, Inc.AXA Advisors, LLC03-14-2019
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Showing 1 to 25 of 43 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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