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
Noelle K. EvansCetera Investment Services LLCForesters Financial Services, Inc.10-09-2019
Andrew Joseph BurgessNYLIFE Securities LLCForesters Financial Services, Inc.07-12-2019
Christopher J CarratelloSecurian Financial Services, Inc.Foresters Financial Services, Inc.08-31-2018
Todd J. LearySecurian Financial Services, Inc.Foresters Financial Services, Inc.08-15-2018
Emily Christine HarrisAllstate Financial Services, LLCForesters Financial Services, Inc.05-17-2017
Ryan Matthew StithPivot Point Wealth PlanningForesters Financial Services, Inc.03-07-2017
Sarah Khalid HadaidiJ.P. Morgan Securities LLCForesters Financial Services, Inc.03-08-2016
Gary Dale Balch Jr.J.P. Morgan Securities LLCForesters Financial Services, Inc.11-20-2015
Robert Keith McGeorgeNYLIFE Securities LLCForesters Financial Services, Inc.03-19-2009
Matthew Dolan HaneyChase Investment Services Corp.Foresters Financial Services, Inc.$10002-01-2011

Showing 1 to 10 of 10 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.