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
Jason A SpataforaPruco Securities, LLC.Edward Jones08-24-2020
Jason Anthony SpataforaPruco Securities, LLC.Edward Jones08-24-2020
Jay D. LandremanPruco Securities, LLC.Edward Jones03-16-2020
Crystal Diane RoseberryPruco Securities, LLC.Edward Jones02-27-2020
Brian ChristensenPruco Securities, LLC.Edward Jones$15001-28-2020
Matthew C PinkertonPruco Securities, LLC.Edward Jones01-16-2020
Corey James CordrayPruco Securities, LLC.Edward Jones01-13-2020
Sean Micheal SencyPruco Securities, LLC.Edward Jones12-02-2019
Thomas Richard WrightPruco Securities, LLC.Edward Jones11-29-2019
Sheri Ann HendricksPruco Securities, LLC.Edward Jones11-26-2019
Eric Stuart BernhardPruco Securities, LLC.Edward Jones11-15-2019
Jeremy J. PyszczynskiPruco Securities, LLC.Edward Jones11-14-2019
Marigny Claire Denise DemauriacPruco Securities, LLC.Edward Jones10-28-2019
Susan Ann DawsonPruco Securities, LLC.Edward Jones10-08-2019
Kristin Pennock JacksonPruco Securities, LLC.Edward Jones09-27-2019
Audrey Bourne GrimballPruco Securities, LLC.Edward Jones08-26-2019
Benjamin Andrew ClancyPruco Securities, LLC.Edward Jones08-22-2019
Jeffry R GibsonPruco Securities, LLC.Edward Jones07-31-2019
Tanice Lashawn FortPruco Securities, LLC.Edward Jones07-30-2019
Dean DunbarPruco Securities, LLC.Edward Jones07-22-2019
Bryan Adam RentschlerPruco Securities, LLC.Edward Jones07-11-2019
Matthew Ian KoopermanPruco Securities, LLC.Edward Jones$15007-08-2019
Ryan C MorrisonPruco Securities, LLC.Edward Jones07-02-2019
Lucas Hector VanerioPruco Securities, LLC.Edward Jones06-14-2019
Galo Andres ReveloPruco Securities, LLC.Edward Jones05-31-2019
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Showing 1 to 25 of 84 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.