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
Geetu MistryAllstate Financial Services, LLCCitizens Securities, Inc.08-06-2014
Nathan Randolph BaileyAmeriprise Financial Services, LLCCitizens Securities, Inc.10-03-2019
Jeffrey Clair MyersAmeriprise Financial Services, LLCCitizens Securities, Inc.03-28-2018
Robert Lee DurhamAmeriprise Financial Services, LLCCitizens Securities, Inc.$5010-11-2011
John Taylor Walker IIIAndrew Garrett Inc.Citizens Securities, Inc.03-08-2018
Travis MylerAXA Advisors, LLCCitizens Securities, Inc.09-28-2017
Shawn AmblodBB&T Investment Services, Inc.Citizens Securities, Inc.07-03-2017
Justine Rebecca RyalesBoenning & Scattergood, Inc.Citizens Securities, Inc.01-18-2017
Matthew Stefan PlankCetera Investment Services LLCCitizens Securities, Inc.05-27-2019
Eric Robert DewaltCetera Investment Services LLCCitizens Securities, Inc.01-04-2018
Mary Anne LeporeCetera Investment Services LLCCitizens Securities, Inc.$2509-22-2017
Michael WevodauCetera Investment Services LLCCitizens Securities, Inc.06-07-2017
Michael Patrick McDermottCetera Investment Services LLCCitizens Securities, Inc.03-10-2017
Renee R. VarnerCetera Investment Services LLCCitizens Securities, Inc.12-18-2015
Joanne C. GloverCharles Schwab & Co., Inc.Citizens Securities, Inc.07-26-2019
Shanik JacksonCitizens Securities, Inc.Citizens Securities, Inc.03-05-2018
Richard James PopperCitizens Securities, Inc.Citizens Securities, Inc.02-16-2018
Emily B. FernbergerCitizens Securities, Inc.Citizens Securities, Inc.$2509-06-2017
Joseph Robert GarrityCitizens Securities, Inc.Citizens Securities, Inc.01-13-2016
Seaun James McCuskerCoy Capital ManagementCitizens Securities, Inc.06-23-2011
Garrett Gustave GilletteCUNA Brokerage Services, Inc.Citizens Securities, Inc.04-06-2020
Joseph David MotisiCUNA Brokerage Services, Inc.Citizens Securities, Inc.07-16-2019
Nathan John KistlerCUSO Financial Services, L.P.Citizens Securities, Inc.03-20-2017
Jason Stephen MorrowCUSO Financial Services, L.P.Citizens Securities, Inc.01-07-2015
Carlos Arturogonzalez LoayzaCUSO Financial Services, L.P.Citizens Securities, Inc.07-03-2014
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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.