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
James Ronald WelchPruco Securities, LLC.Infinex Investments, Inc.12-16-2019
David J. CohnCambridge Investment Research, Inc.Infinex Investments, Inc.$15011-04-2019
Jason Frederick StadsholtMidwestern Securities Trading Company, LLCInfinex Investments, Inc.$2504-03-2017
Gregory Wade GobbleInvestment Professionals, Inc.Infinex Investments, Inc.02-03-2017
Henry Meyer IIILPL Financial LLCInfinex Investments, Inc.$1002-03-2017
Laura Marie FasanLPL Financial LLCInfinex Investments, Inc.$5002-03-2017
Michelle Lee Cooper-McnallyLPL Financial LLCInfinex Investments, Inc.02-03-2017
Lori Jane GalbraithLPL Financial LLCInfinex Investments, Inc.02-03-2017
Jill LevinsonPNC InvestmentsInfinex Investments, Inc.01-19-2017
Laura Anne JoyceLPL Financial LLCInfinex Investments, Inc.$2501-19-2016
Pete Dennis BourosMML Investors Services, LLCInfinex Investments, Inc.02-20-2014
Paul Harold KraklanHorace Mann Investors, Inc.Infinex Investments, Inc.10-31-2011
Ryan Charles GandurskiMcCabe & Associates, IncInfinex Investments, Inc.05-13-2011

Showing 1 to 13 of 13 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.