Advisers on the Move

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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
David John BrusSecurities America, Inc.Fifth Third Securities, Inc.06-04-2019
Kristen Brooke PerdisattSunTrust Investment Services, Inc.Fifth Third Securities, Inc.04-08-2019
Brandon Ray HendricksEdward JonesFifth Third Securities, Inc.03-19-2019
Travis Jay LacellePNC InvestmentsFifth Third Securities, Inc.03-05-2019
Genan Marie KirbyCUNA Brokerage Services, Inc.Fifth Third Securities, Inc.$15001-04-2019
Kirk Gregory BrownThe Huntington Investment CompanyFifth Third Securities, Inc.01-03-2019
Timothy John PesterCUSO Financial Services, L.P.Fifth Third Securities, Inc.11-06-2018
Rodney John DeckerVALIC Financial Advisors, Inc.Fifth Third Securities, Inc.$5010-08-2018
James Patrick WhiteRegulus Advisors, LLCFifth Third Securities, Inc.$10009-07-2018
Tyler Wade StephenLPL Financial LLCFifth Third Securities, Inc.09-07-2018
Michael Gerard LiskayKey Investment Services LLCFifth Third Securities, Inc.08-15-2018
Jackie Nicole MeyerLPL Financial LLCFifth Third Securities, Inc.08-07-2018
John Matthew ClinardSunTrust Investment Services, Inc.Fifth Third Securities, Inc.$15008-02-2018
Quaneita Lynn McateeThe Huntington Investment CompanyFifth Third Securities, Inc.07-31-2018
Lauri Kim HoweWells Fargo Clearing Services, LLCFifth Third Securities, Inc.$107-16-2018
Caleb M WendzelWells Fargo Clearing Services, LLCFifth Third Securities, Inc.06-28-2018
Jake Alan FashnerMML Investors Services, LLCFifth Third Securities, Inc.06-19-2018
Douglas Michael NewportCommonwealth Financial NetworkFifth Third Securities, Inc.06-14-2018
Jerry Dale LawheadEdward JonesFifth Third Securities, Inc.$15006-01-2018
Scott Francis DroskieWells Fargo Clearing Services, LLCFifth Third Securities, Inc.$5005-04-2018
Daniel Richard DakroubCitizens Securities, Inc.Fifth Third Securities, Inc.04-20-2018
Sony Son DawsonLPL Financial LLCFifth Third Securities, Inc.04-16-2018
Shawn Christopher ChadwellCompass Wealth Management LLCFifth Third Securities, Inc.04-11-2018
Joseph Russell ReedyAXA Advisors, LLCFifth Third Securities, Inc.$5004-05-2018
Matthew Ryan BrinkmannLPL Financial LLCFifth Third Securities, Inc.02-28-2018
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Showing 1 to 25 of 628 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.

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