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.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Larry Thomas WoodPruco Securities, LLC.Hantz Financial Services, Inc.07-15-2020
Nabil ShurafaMerrill Lynch, Pierce, Fenner & Smith IncorporatedHantz Financial Services, Inc.06-10-2020
Divisha KapurAmeriprise Financial Services, LLCHantz Financial Services, Inc.05-01-2020
Tevin Thomas ShackelfordLPL Financial LLCHantz Financial Services, Inc.07-02-2019
Jeremy Mitchell WilsonJ Wilson Wealth ManagementHantz Financial Services, Inc.05-08-2019
Dennis Fred DesantisLPL Financial LLCHantz Financial Services, Inc.01-24-2019
Phillip Michael DesantisLPL Financial LLCHantz Financial Services, Inc.01-17-2019
Mark Raymond ReckerRecker Financial LLCHantz Financial Services, Inc.09-17-2018
James Allen WetherellPruco Securities, LLC.Hantz Financial Services, Inc.$2509-05-2018
Alec HagenRaymond James & Associates, Inc.Hantz Financial Services, Inc.06-19-2018
Todd Andrew HowardTIAA-CREF Individual & Institutional Services, LLCHantz Financial Services, Inc.11-15-2017
Jennifer Marella BessenAmeriprise Financial Services, LLCHantz Financial Services, Inc.10-26-2017
Kimberly Marie MartinSorrento Pacific Financial, LLCHantz Financial Services, Inc.$5009-22-2017
Krista Ann StallerJ.P. Morgan Securities LLCHantz Financial Services, Inc.12-08-2016
Steven RinggoldCetera Investment Services LLCHantz Financial Services, Inc.$15009-30-2016
Michael Patrick LeblancAmeriprise Financial Services, LLCHantz Financial Services, Inc.09-09-2016
Maxwell Robert JanisLincoln Financial Advisors CorporationHantz Financial Services, Inc.05-04-2016
Jason Roy KuennenAmeriprise Financial Services, LLCHantz Financial Services, Inc.04-01-2016
Ellen Claire NaberAmeriprise Financial Services, LLCHantz Financial Services, Inc.04-01-2016
Donald Gene StonerAmeriprise Financial Services, LLCHantz Financial Services, Inc.12-01-2015
Brandon David MccauleyComerica SecuritiesHantz Financial Services, Inc.11-16-2015
Shaun Dorr HamptonAmeriprise Financial Services, LLCHantz Financial Services, Inc.10-30-2015
Eric Roger FoxAmeriprise Financial Services, LLCHantz Financial Services, Inc.10-30-2015
Jaclyn Joann FoxAmeriprise Financial Services, LLCHantz Financial Services, Inc.10-30-2015
Kyle William JohnsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedHantz Financial Services, Inc.10-27-2015
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Showing 1 to 25 of 45 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.