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
Christopher Ray LewisHornor, Townsend & Kent, LLCForesters Financial Services, Inc.$10007-22-2019
Alfred J. EdmondsCetera Investment Services LLCForesters Financial Services, Inc.07-19-2019
Michael Nicholas LewisKey Investment Services LLCForesters Financial Services, Inc.07-17-2019
Michael Lyons ChalaronCetera Investment Services LLCForesters Financial Services, Inc.07-16-2019
Larissa Rose MartinezCetera Investment Services LLCForesters Financial Services, Inc.07-16-2019
Maria Giacalone-MozoMorgan StanleyForesters Financial Services, Inc.07-16-2019
Clint David MuirheadCetera Investment Services LLCForesters Financial Services, Inc.07-15-2019
Andrew Joseph BurgessNYLIFE Securities LLCForesters Financial Services, Inc.07-12-2019
Christopher CochranMorgan StanleyForesters Financial Services, Inc.07-11-2019
Michael Elis MalmbergCetera Investment Services LLCForesters Financial Services, Inc.$50007-09-2019
Lev RavkinCetera Investment Services LLCForesters Financial Services, Inc.$25007-03-2019
Julia Krystle EarleCetera Investment Services LLCForesters Financial Services, Inc.07-02-2019
Michael Robert BeckquistMML Investors Services, LLCForesters Financial Services, Inc.$10007-01-2019
Corey Jay GriffinCetera Investment Services LLCForesters Financial Services, Inc.07-01-2019
Robert J SalvianoJ.P. Morgan Securities LLCForesters Financial Services, Inc.06-28-2019
Fabian TenorioCetera Investment Services LLCForesters Financial Services, Inc.06-28-2019
Derrick David DammCetera Investment Services LLCForesters Financial Services, Inc.06-26-2019
Aridai YanayacoPark Avenue Securities LLCForesters Financial Services, Inc.06-25-2019
Scott SiripalakaNorthwestern Mutual Investment Services, LLCForesters Financial Services, Inc.$50006-24-2019
Adam Lee LukeCetera Investment Services LLCForesters Financial Services, Inc.$50006-24-2019
Tim John BoyleCetera Investment Services LLCForesters Financial Services, Inc.06-24-2019
Kerrie Lynn MorrisCetera Investment Services LLCForesters Financial Services, Inc.06-21-2019
Jacob Charles WaltersCetera Investment Services LLCForesters Financial Services, Inc.06-21-2019
William Carl SteadCetera Investment Advisers LLCForesters Financial Services, Inc.06-21-2019
Blake Art NinoLPL Financial LLCForesters Financial Services, Inc.06-20-2019
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Showing 1 to 25 of 144 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.