A PHP Error was encountered

Severity: Notice

Message: Trying to get property of non-object

Filename: models/simple_app_model.php

Line Number: 1563

A PHP Error was encountered

Severity: Warning

Message: Invalid argument supplied for foreach()

Filename: models/simple_app_model.php

Line Number: 1476

Advisers on the Move - InvestmentNews

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.

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

Recruiting Scoreboard (Q2 2020)

Recruiting Gains

Firm Total Moves

See all firms ranked by total gains

Recruiting Losses

Firm Total Moves

See all firms ranked by total losses

Net Gains

Firm Total Moves

See all firms ranked by total gains

Net Losses

Firm Total Moves

See all firms ranked by total losses

Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Tracy Michele TitusTIAA-CREF Individual & Institutional Services, LLCChase Investment Services Corp.07-02-2012
Barbara Ann MartinSunTrust Investment Services, Inc.Chase Investment Services Corp.12-21-2011
Nina J. HajjarLPL Financial LLCChase Investment Services Corp.12-15-2011
Eric Michael GoldherszBB&T Investment Services, Inc.Chase Investment Services Corp.03-11-2011
Matthew Apgar BaladyBB&T Investment Services, Inc.Chase Investment Services Corp.01-10-2011
Daniel Joseph D'AndreanoLPL Financial LLCChase Investment Services Corp.06-16-2010
Bret Alexander HartmanUvest Financial Services Group, Inc.Chase Investment Services Corp.06-15-2010
Gary Robert RosenzweigBB&T Investment Services, Inc.Chase Investment Services Corp.04-12-2010
Lily PryceBB&T Investment Services, Inc.Chase Investment Services Corp.04-12-2010
Brad John HansenLPL Financial LLCChase Investment Services Corp.01-19-2010
Rehanna K MontesBB&T Investment Services, Inc.Chase Investment Services Corp.01-05-2010
David Barrington HoltBB&T Investment Services, Inc.Chase Investment Services Corp.11-17-2009
James Milton HudsonBB&T Investment Services, Inc.Chase Investment Services Corp.08-01-2009
Raymond Hinyuen MarkLPL Financial LLCChase Investment Services Corp.06-05-2009
Jason P. WagnerFidelity Brokerage Services LLCChase Investment Services Corp.$1004-26-2010
Johnpaul LonardoLPL Financial LLCChase Investment Services Corp.$2504-30-2012
Edward Arthur RedlerBB&T Investment Services, Inc.Chase Investment Services Corp.$5011-15-2010
Robert Paul MarchesanoBB&T Investment Services, Inc.Chase Investment Services Corp.$5004-12-2010
William Moniz Jr.BB&T Investment Services, Inc.Chase Investment Services Corp.$5001-04-2010
Dominic Andrew MilitoLPL Financial LLCChase Investment Services Corp.$10002-10-2012

Showing 1 to 20 of 20 entries

Page 1

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.