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
Andrew William BeilPrime Capital Investment Advisors, LLCAmerican Century Investment Services Inc.02-18-2020
Kyle Edward PetersTD Ameritrade Investment Management, LLCAmerican Century Investment Services Inc.01-28-2020
Jason Edward ScottNorthwestern Mutual Investment Services, LLCAmerican Century Investment Services Inc.01-07-2020
Marco B. MirosSecurian Financial Services, Inc.American Century Investment Services Inc.10-09-2019
Michael W. PersellCommunityAmerica Financial Solutions, LLCAmerican Century Investment Services Inc.06-26-2019
Christopher Michael SheridanArvest Wealth ManagementAmerican Century Investment Services Inc.05-29-2019
Chase Thomas KeelerMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmerican Century Investment Services Inc.05-13-2019
Nicholis Jay ColeMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmerican Century Investment Services Inc.04-29-2019
Shaelyn Nicole HutchisonGWFS Equities, Inc.American Century Investment Services Inc.08-20-2018
Samuel Hiram DominguezCreative PlanningAmerican Century Investment Services Inc.05-24-2018
Jens Ian ChristensonCommunityAmerica Financial Solutions, LLCAmerican Century Investment Services Inc.03-14-2018
Nicholas Robert MadlIntellicents Investment Solutions IncAmerican Century Investment Services Inc.02-27-2018
John Robert FaulkenberryCreative PlanningAmerican Century Investment Services Inc.02-16-2018
Nicholas Michael MalickWaddell & ReedAmerican Century Investment Services Inc.10-16-2017
Tyler J. StackCreative PlanningAmerican Century Investment Services Inc.08-11-2017
John Bertram HullTriad Advisors LLCAmerican Century Investment Services Inc.08-04-2017
Tyler Scott MaddoxCreative PlanningAmerican Century Investment Services Inc.06-26-2017
Jordan Michael TuckerFidelity Brokerage Services LLCAmerican Century Investment Services Inc.06-23-2017
Phillip Andre NewtonGWFS Equities, Inc.American Century Investment Services Inc.04-28-2017
Benjamin Thomas MulliganGWFS Equities, Inc.American Century Investment Services Inc.04-20-2017
Michael J. KetchumGWFS Equities, Inc.American Century Investment Services Inc.03-20-2017
John Martin ModersonResources Investment AdvisorsAmerican Century Investment Services Inc.11-17-2016
Aidan W. HamakerCreative PlanningAmerican Century Investment Services Inc.09-02-2016
Andrew Brandt BradshawCreative PlanningAmerican Century Investment Services Inc.08-19-2016
Sara Dawn StilesPrincipal Securities, Inc.American Century Investment Services Inc.07-13-2016
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Showing 1 to 25 of 35 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.