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
Louis Thomas DeleguardiaEdward JonesFifth Third Securities, Inc.07-06-2009
Auna Marie KuehnleNatcity Investments, Inc.Fifth Third Securities, Inc.07-30-2009
Mykel Ajani BarnesSigma Financial CorporationFifth Third Securities, Inc.$5012-14-2009
Samieh Michael EmiahEdward JonesFifth Third Securities, Inc.02-05-2010
Daylen Robert DyeMerrill Lynch, Pierce, Fenner & Smith IncorporatedFifth Third Securities, Inc.$1010-20-2010
Dustin Edward LeachAmerican Portfolios Financial Services, Inc.Fifth Third Securities, Inc.11-10-2010
Michael David SnoeyinkMerrill Lynch, Pierce, Fenner & Smith IncorporatedFifth Third Securities, Inc.11-12-2010
Travis Jay LacelleFifth Third Securities, Inc.Fifth Third Securities, Inc.01-20-2011
David Patrick KellyRaymond James & Associates, Inc.Fifth Third Securities, Inc.03-07-2011
Jonathan Noel DeweyInfinex Investments, Inc.Fifth Third Securities, Inc.05-16-2011
Sean T. JohnsonChase Investment Services Corp.Fifth Third Securities, Inc.$1006-01-2011
Emily Ann VerlindeInfinex Investments, Inc.Fifth Third Securities, Inc.06-17-2011
Brian Patrick ForsPNC InvestmentsFifth Third Securities, Inc.$5010-05-2011
Randal Warren FischerPNC InvestmentsFifth Third Securities, Inc.10-17-2011
Nicholas Jay ThomasChase Investment Services Corp.Fifth Third Securities, Inc.11-01-2011
Jeremy Lee DillonLPL Financial LLCFifth Third Securities, Inc.11-22-2011
John Anderson LemmermannLPL Financial LLCFifth Third Securities, Inc.$1011-30-2011
William Hal BoumaCUSO Financial Services, L.P.Fifth Third Securities, Inc.04-11-2012
Joanne Lynn BearLPL Financial LLCFifth Third Securities, Inc.05-14-2012
Kelly J. BallorFidelity Brokerage Services LLCFifth Third Securities, Inc.05-29-2012
John William McKissickCUSO Financial Services, L.P.Fifth Third Securities, Inc.$2506-04-2012
Jeffrey James WhitePNC InvestmentsFifth Third Securities, Inc.07-05-2012
Benjamin Scott StoutPruco Securities, LLC.Fifth Third Securities, Inc.08-28-2012
Lance Wayne Roe Sr.Infinex Investments, Inc.Fifth Third Securities, Inc.$1009-04-2012
Christopher Dale MillwardLincoln Financial Advisors CorporationFifth Third Securities, Inc.09-04-2012
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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.