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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Albert Tyler TynesSigma Financial CorporationHantz Financial Services, Inc.01-01-2009
Michael Howard LaloneSecurities America, Inc.Hantz Financial Services, Inc.01-21-2009
Brian David BonsallNatcity Investments, Inc.Hantz Financial Services, Inc.01-23-2009
Anthony Frank TuzzolinoNatcity Investments, Inc.Hantz Financial Services, Inc.03-16-2009
Gregory James CollinsNatcity Investments, Inc.Hantz Financial Services, Inc.04-20-2009
Brian Paul BurnsSigma Financial CorporationHantz Financial Services, Inc.$25006-23-2009
Eric Stephen RatliffNatcity Investments, Inc.Hantz Financial Services, Inc.07-09-2009
Racheal Ann JanuszkaINVEST Financial CorporationHantz Financial Services, Inc.09-23-2009
Kyle Jeffrey ThompsonChase Investment Services Corp.Hantz Financial Services, Inc.10-19-2009
David Marshall DemallieChase Investment Services Corp.Hantz Financial Services, Inc.$50012-01-2009
Kurt Kelly SchusterLPL Financial LLCHantz Financial Services, Inc.$50005-28-2010
Justin Phillip HulettLPL Financial LLCHantz Financial Services, Inc.$10004-18-2011
Daniel Coye WeaverINVEST Financial CorporationHantz Financial Services, Inc.05-20-2011
Daniel Scott SenicaPNC InvestmentsHantz Financial Services, Inc.$10004-19-2012
James Arthur ClarkLPL Financial LLCHantz Financial Services, Inc.$25005-03-2012
Jason Wayne BairdWorld Capital Brokerage, Inc.Hantz Financial Services, Inc.05-18-2012
Todd Lawrence SchusterThrivent Investment Management Inc.Hantz Financial Services, Inc.05-21-2012
Chase Michael CarpenterAmeriprise Financial Services, Inc.Hantz Financial Services, Inc.$10006-04-2012
Kenneth Micheal BieriOppenheimer & Co. Inc.Hantz Financial Services, Inc.07-11-2012
Russell William StricklerPNC InvestmentsHantz Financial Services, Inc.08-02-2012
Timothy John MuilenburgState Farm VP Management Corp.Hantz Financial Services, Inc.$10009-19-2012
Jeffrey Obermeyer ParkerJ.P. Morgan Securities LLCHantz Financial Services, Inc.$10012-11-2012
Tyson Jon PalykaJ.J.B. Hilliard, W.L. Lyons, LLCHantz Financial Services, Inc.$50012-21-2012
Dustin J. ClarePNC InvestmentsHantz Financial Services, Inc.01-31-2013
Mark Frank Pauwels Jr.SagePoint Financial, Inc.Hantz Financial Services, Inc.07-03-2013
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Showing 1 to 25 of 67 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.


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