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
Dino Berri Jr.Infinex Investments, Inc.Citizens Securities, Inc.02-20-2020
Michael David SnoeyinkW&S Brokerage Services, Inc.Citizens Securities, Inc.01-22-2020
Delmar Owen MoorePNC InvestmentsCitizens Securities, Inc.01-15-2020
Michael Frederick SalahMutual of America Securities LLCCitizens Securities, Inc.12-26-2019
Ehab AghaaCitizens Securities, Inc.Citizens Securities, Inc.12-11-2019
Jumana Mohammed SalihJ.P. Morgan Securities LLCCitizens Securities, Inc.07-08-2019
Russell Thomas FullerStifel, Nicolaus & Company, IncorporatedCitizens Securities, Inc.06-13-2019
Jacqueline Thuyle TranComerica SecuritiesCitizens Securities, Inc.$2506-06-2019
Hari RaoEdward JonesCitizens Securities, Inc.$5005-17-2019
Erik D. KentMorgan StanleyCitizens Securities, Inc.03-12-2019
Thomas L ReidTIAA-CREF Individual & Institutional Services, LLCCitizens Securities, Inc.12-19-2018
James Harrison WaughVIMA, LLCCitizens Securities, Inc.11-09-2018
Vanessa Sofia KnudsenPruco Securities, LLC.Citizens Securities, Inc.09-12-2018
Steven M. ReausoThe Huntington Investment CompanyCitizens Securities, Inc.07-06-2018
Dawn Louise ManahanThe Huntington Investment CompanyCitizens Securities, Inc.$10006-25-2018
Steven Michael FlaggThe Huntington Investment CompanyCitizens Securities, Inc.06-01-2018
Jasmine Kenisha-Lashay AdamsVALIC Financial Advisors, Inc.Citizens Securities, Inc.05-30-2018
Robert L. Baker Jr.GLP Investment Services, LLCCitizens Securities, Inc.$10005-01-2018
Alfonzo Credit IIThe Huntington Investment CompanyCitizens Securities, Inc.$15004-11-2018
Louis Gordon PetruccoCUSO Financial Services, L.P.Citizens Securities, Inc.04-10-2018
Jeffery Robin LevinePark Avenue Securities LLCCitizens Securities, Inc.01-19-2018
Christina Marie PaguraAXA Advisors, LLCCitizens Securities, Inc.01-18-2018
Cynthia A. IsenhoffInfinex Investments, Inc.Citizens Securities, Inc.12-04-2017
Crystal Lynn BainInfinex Investments, Inc.Citizens Securities, Inc.09-14-2017
Maurice Byron HillMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.08-30-2017
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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.