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
Lewis Seymour ShapiroAmeriprise Financial Services, Inc.Ameriprise Financial Services, Inc.05-15-2009
John Gaynor Venne ChFCPNC InvestmentsAmeriprise Financial Services, Inc.$50008-14-2009
Piyush ChowhanChase Investment Services Corp.Ameriprise Financial Services, Inc.11-01-2009
Liet C HanChase Investment Services Corp.Ameriprise Financial Services, Inc.12-01-2009
Philip Joseph SaccoPNC InvestmentsAmeriprise Financial Services, Inc.12-16-2009
Ryan Edward FlynnLPL Financial LLCAmeriprise Financial Services, Inc.$10001-29-2010
Ryan Michael OrsleyPNC InvestmentsAmeriprise Financial Services, Inc.$10003-03-2010
Damien Joseph Paumi1st Global Capital Corp.Ameriprise Financial Services, Inc.$10004-06-2010
Justin Nicholas HewinsAmerican Portfolios Financial Services, Inc.Ameriprise Financial Services, Inc.04-12-2010
Curtis Donald WhiteChase Investment Services Corp.Ameriprise Financial Services, Inc.05-17-2010
Alan Wayne CohenSummit Brokerage Services, Inc.Ameriprise Financial Services, Inc.$24007-22-2010
David Mark SelenkoMorgan StanleyAmeriprise Financial Services, Inc.07-30-2010
Jon Charles McAleneyThe Investment Center, Inc.Ameriprise Financial Services, Inc.$50009-03-2010
Jeffrey Thomas FarrellWorld Equity Group, Inc.Ameriprise Financial Services, Inc.$50010-27-2010
Lance Aaron LeimbergLincoln Financial Advisors CorporationAmeriprise Financial Services, Inc.$50001-28-2011
John Kenneth LyndeLPL Financial LLCAmeriprise Financial Services, Inc.$25003-31-2011
Paul Andrew DesmondLPL Financial LLCAmeriprise Financial Services, Inc.$50003-31-2011
Reginald William Johnson IIMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmeriprise Financial Services, Inc.05-23-2011
Kyle Louis KranzleyLPL Financial LLCAmeriprise Financial Services, Inc.$10008-31-2011
Scott Edwin JonesInvestors Capital Corp.Ameriprise Financial Services, Inc.$10009-16-2011
Edward Leo Bayarski Jr.Commonwealth Financial NetworkAmeriprise Financial Services, Inc.$15011-11-2011
Craig Russ, Robert FurciatoMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmeriprise Financial Services, Inc.$8311-14-2011
Gerard Anthony FagnantLPL Financial LLCAmeriprise Financial Services, Inc.11-21-2011
Bernadette Marie StroutGitterman Wealth Management, LLCAmeriprise Financial Services, Inc.01-17-2012
Daniel Owen BarsnicaTFS Securities, Inc.Ameriprise Financial Services, Inc.$50003-15-2012
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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.