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
Jill Marie HansenCommonwealth Financial NetworkInfinex Investments, Inc.$2501-02-2009
Edward Joseph GarbacikCommonwealth Financial NetworkInfinex Investments, Inc.05-04-2009
Jean Ellen KelleyCommonwealth Financial NetworkInfinex Investments, Inc.05-04-2009
Jack Edward VadnaisInfinex Investments, Inc.Infinex Investments, Inc.07-06-2009
John Effingham DeansLPL Financial LLCInfinex Investments, Inc.11-09-2009
Peter James OldridInvestors Capital Corp.Infinex Investments, Inc.$7512-08-2009
Janet Suzanne FryeRaymond James Financial Services, Inc.Infinex Investments, Inc.09-09-2010
James Joseph ColantropoE*TRADE Securities LLCInfinex Investments, Inc.03-14-2011
Thomas David McKeonCitizens Securities, Inc.Infinex Investments, Inc.$1006-13-2011
Annette Marie CrowleyCitizens Securities, Inc.Infinex Investments, Inc.10-17-2011
Peter Bradley LevineLPL Financial LLCInfinex Investments, Inc.$2505-31-2012
Kevin Thomas BarryLPL Financial LLCInfinex Investments, Inc.08-05-2013
Bethany Anne DeverHorace Mann Investors, Inc.Infinex Investments, Inc.03-14-2014
Steven Mark MarantzCitizens Securities, Inc.Infinex Investments, Inc.05-28-2014
Joseph Erving RyanKestra Investment Services, LLCInfinex Investments, Inc.$1008-27-2014
Paul Curtis ProbolusJHS Capital Advisors, LLCInfinex Investments, Inc.09-19-2014
Cheryl Ann SmithInfinex Investments, Inc.Infinex Investments, Inc.$10011-03-2014
David Todd WestonLPL Financial LLCInfinex Investments, Inc.11-03-2014
Bart James PartingtonLPL Financial LLCInfinex Investments, Inc.12-05-2014
James Louis BagliniSantander Securities LLCInfinex Investments, Inc.06-01-2015
Theresa Ann TimmermanFinancial West GroupInfinex Investments, Inc.$111-18-2015
Christopher Luke WeissMerrill Lynch, Pierce, Fenner & Smith IncorporatedInfinex Investments, Inc.12-08-2015
David Billings Reynolds Jr.TIAA-CREF Individual & Institutional Services, LLCInfinex Investments, Inc.$10005-18-2016
Justin Michael DelaneyCitizens Securities, Inc.Infinex Investments, Inc.02-03-2017
Reeze Chinsum LohSantander Securities LLCInfinex Investments, Inc.05-04-2017
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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.