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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jonathan Joseph MonjaziA.G.P / Alliance Global PartnersFidelity Brokerage Services LLC05-01-2013
Janna Berrett HansenAllegis Investment Services, LLCFidelity Brokerage Services LLC03-10-2017
Matthew T. KeenerAllstate Financial Services, LLCFidelity Brokerage Services LLC10-27-2017
Alton Ryan LumpkinAllstate Financial Services, LLCFidelity Brokerage Services LLC04-19-2017
Michael Christopher BentleyAllstate Financial Services, LLCFidelity Brokerage Services LLC03-09-2017
Michael John ElcockAllstate Financial Services, LLCFidelity Brokerage Services LLC05-27-2010
Jason A. WoodardAllstate Financial Services, LLCFidelity Brokerage Services LLC03-18-2009
Spencer Dan BeardAlpine Securities CorporationFidelity Brokerage Services LLC02-27-2017
Izabel AngelovaAmeriprise Financial Services, LLCFidelity Brokerage Services LLC12-05-2018
Philip Warren ParkerAmeriprise Financial Services, LLCFidelity Brokerage Services LLC05-08-2018
Alexandra Nicole AitkenAmeriprise Financial Services, LLCFidelity Brokerage Services LLC04-03-2018
Nataliya OrbiteAmeriprise Financial Services, LLCFidelity Brokerage Services LLC03-06-2018
Nicholas Creer GodfreyAmeriprise Financial Services, LLCFidelity Brokerage Services LLC01-19-2018
Michael John O'KeeffeAmeriprise Financial Services, LLCFidelity Brokerage Services LLC01-18-2018
Miriam A. BratcherAmeriprise Financial Services, LLCFidelity Brokerage Services LLC10-11-2017
Joel Michael SchwartzAmeriprise Financial Services, LLCFidelity Brokerage Services LLC09-20-2017
Emma Catherine MullinsAmeriprise Financial Services, LLCFidelity Brokerage Services LLC05-04-2017
James Eric CopelandAmeriprise Financial Services, LLCFidelity Brokerage Services LLC04-26-2017
Andre N. LaplanteAmeriprise Financial Services, LLCFidelity Brokerage Services LLC03-16-2015
Cory Ryan PreussAmeriprise Financial Services, LLCFidelity Brokerage Services LLC03-10-2014
Brett Robert KahnertAmeriprise Financial Services, LLCFidelity Brokerage Services LLC07-01-2011
Phillip Gerald BucknerAmeriprise Financial Services, LLCFidelity Brokerage Services LLC08-10-2009
Anne Blair BeavanAmeriprise Financial Services, LLCFidelity Brokerage Services LLC03-23-2009
Kyle A. KursimARGI Investment Services, LLCFidelity Brokerage Services LLC01-22-2018
Steven Lee KramerARGI Investment Services, LLCFidelity Brokerage Services LLC05-25-2017
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Showing 1 to 25 of 905 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.