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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Kurt GroverPeople's Securities, Inc.Infinex Investments, Inc.04-08-2020
Greg Thomas Stokes JrPeople's Securities, Inc.Infinex Investments, Inc.04-03-2020
Collin JamesPeople's Securities, Inc.Infinex Investments, Inc.04-03-2020
Kellie Marie ZimaKey Investment Services LLCInfinex Investments, Inc.02-28-2020
David John RobinsonInfinex Investments, Inc.Infinex Investments, Inc.02-24-2020
Billie Jo McwilliamsKey Investment Services LLCInfinex Investments, Inc.02-20-2020
Golam Mainuddin AhmedCUNA Brokerage Services, Inc.Infinex Investments, Inc.02-11-2020
Philip Grant ParkerKey Investment Services LLCInfinex Investments, Inc.01-28-2020
Steven BeimlerCitizens Securities, Inc.Infinex Investments, Inc.01-24-2020
Maria Valentine CornicelloPeople's Securities, Inc.Infinex Investments, Inc.12-24-2019
Lisa A GodboutPeople's Securities, Inc.Infinex Investments, Inc.12-23-2019
James Patrick ClancyLPL Financial LLCInfinex Investments, Inc.12-17-2019
Joseph Thomas MurphyLPL Financial LLCInfinex Investments, Inc.11-15-2019
George K. StambouloglouRaymond James Financial Services, Inc.Infinex Investments, Inc.$2510-21-2019
Corbin Richard CoutureSecurities America, Inc.Infinex Investments, Inc.$15004-26-2019
Kevin H. ChristopherCetera Advisor Networks LLCInfinex Investments, Inc.$15001-11-2019
Kevin Paul JudgeCharles Schwab & Co., Inc.Infinex Investments, Inc.12-19-2018
Jaclyn Ann HissickCWM, LLCInfinex Investments, Inc.$15010-19-2018
Marc Richard CharettePFS Investments Inc.Infinex Investments, Inc.06-06-2018
Mark Raymond VidaCommonwealth Financial NetworkInfinex Investments, Inc.$25001-03-2018
Brannon Charles OzarkKey Investment Services LLCInfinex Investments, Inc.07-10-2017
David White Rogers Jr.Citizens Securities, Inc.Infinex Investments, Inc.$5005-22-2017
Brian Kenneth MaroisKey Investment Services LLCInfinex Investments, Inc.05-09-2017
Patrick Edward O'ConnorKey Investment Services LLCInfinex Investments, Inc.04-11-2017
Jonathan Paul FucciKey Investment Services LLCInfinex Investments, Inc.12-01-2016
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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.