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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Kenneth Scott RobbinsAssociated Investment Services, Inc.Fifth Third Securities, Inc.05-01-2011
Robert James CullenBMO Harris Financial Advisors, Inc.Fifth Third Securities, Inc.04-04-2017
Todd W. MorganBMO Harris Financial Advisors, Inc.Fifth Third Securities, Inc.02-01-2015
James Robert Ray Jr.BMO Harris Financial Advisors, Inc.Fifth Third Securities, Inc.01-22-2015
Laith Amer Al TikritiCetera Advisor Networks LLCFifth Third Securities, Inc.11-05-2014
Angelica V. VukobratovichCetera Investment Services LLCFifth Third Securities, Inc.$1003-24-2020
Paula L. SheffieldCetera Investment Services LLCFifth Third Securities, Inc.03-20-2020
George Dean CassaraChase Investment Services Corp.Fifth Third Securities, Inc.03-30-2010
James Andrew HeilgeistChase Investment Services Corp.Fifth Third Securities, Inc.$2503-02-2009
Michelle GriffithCitigroup Global Markets Inc.Fifth Third Securities, Inc.$15009-21-2016
Viral NayakCitigroup Global Markets Inc.Fifth Third Securities, Inc.04-29-2016
Ahmed H. JoumaaCitigroup Global Markets Inc.Fifth Third Securities, Inc.12-08-2015
Kathia Michelle GonzalezCitigroup Global Markets Inc.Fifth Third Securities, Inc.09-22-2015
Dylan Lee HernandezCitigroup Global Markets Inc.Fifth Third Securities, Inc.$1005-01-2015
Tammy Rose DouthitCountry Capital Management CompanyFifth Third Securities, Inc.09-30-2010
Jerry Dale LawheadEdward JonesFifth Third Securities, Inc.$15006-01-2018
Crystal Ann KolczEhlert Financial Group, Inc.Fifth Third Securities, Inc.02-07-2012
Douglas J. PhillipsFidelity Brokerage Services LLCFifth Third Securities, Inc.08-22-2019
Zoriy ReznikovFidelity Brokerage Services LLCFifth Third Securities, Inc.01-30-2012
Christopher Michael BowlingFifth Third Securities, Inc.Fifth Third Securities, Inc.05-15-2018
Jeremiah R. WiseFifth Third Securities, Inc.Fifth Third Securities, Inc.06-03-2014
Gary John BronnerFirst Brokerage America, LLCFifth Third Securities, Inc.08-18-2009
Alan William BaumanINVEST Financial CorporationFifth Third Securities, Inc.01-12-2016
Richmond Antonio AshleyINVEST Financial CorporationFifth Third Securities, Inc.04-16-2014
Joe Alexander SanchezINVEST Financial CorporationFifth Third Securities, Inc.03-17-2014
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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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.