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.

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron G. BrownMorgan StanleyFidelity Brokerage Services LLC04-20-2020
David Thomas DominguezJ.P. Morgan Securities LLCFidelity Brokerage Services LLC04-13-2020
Rodrigo Tadeo DomingoFifth Third Securities, Inc.Fidelity Brokerage Services LLC03-18-2020
Curtis Charles CarnahanU.S. Bancorp Investments, Inc.Fidelity Brokerage Services LLC03-18-2020
Jacob Jennings TownsendCharles Schwab & Co., Inc.Fidelity Brokerage Services LLC03-18-2020
Jacob Samuel WondolowskiRobinhood Financial, LLCFidelity Brokerage Services LLC03-17-2020
Kelly Ann ErskineCharles Schwab & Co., Inc.Fidelity Brokerage Services LLC03-02-2020
Shane Michael KellyEdward JonesFidelity Brokerage Services LLC02-18-2020
Kyle James LuskPruco Securities, LLC.Fidelity Brokerage Services LLC02-11-2020
Robert Lamont WrightE*TRADE Securities LLCFidelity Brokerage Services LLC02-06-2020
Elliott Nelson WellsRobinhood Financial, LLCFidelity Brokerage Services LLC01-10-2020
Logan Matthew BaberPrincipal Securities, Inc.Fidelity Brokerage Services LLC01-02-2020
Johnny Medina Medina LopezMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC12-18-2019
Dixin ZhengCitigroup Global Markets Inc.Fidelity Brokerage Services LLC12-09-2019
Erik Franz SchulzCitizens Securities, Inc.Fidelity Brokerage Services LLC12-09-2019
Joshua Abiy DemekeRobinhood Financial, LLCFidelity Brokerage Services LLC12-02-2019
Danni Paulette Mildred ThompsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC11-26-2019
Eric J. JochimsenGWFS Equities, Inc.Fidelity Brokerage Services LLC11-15-2019
Guoli Gloria RothbaumThrivent Investment Management Inc.Fidelity Brokerage Services LLC11-15-2019
Colin Gates McGlynnMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC11-15-2019
Garrett Phillip GacitaThrivent Investment Management Inc.Fidelity Brokerage Services LLC11-08-2019
Jannette-Marie Phillips HagerMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC11-01-2019
Kelsey Christine McKayUBS Financial Services Inc.Fidelity Brokerage Services LLC10-30-2019
Komalpreet KaurUBS Financial Services Inc.Fidelity Brokerage Services LLC10-29-2019
Samuel William JulkunenFidelity Brokerage Services LLCFidelity Brokerage Services LLC10-10-2019
Next Page »

Showing 1 to 25 of 905 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.