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
Janis Lynn BranerKey Investment Services LLCKey Investment Services LLC11-14-2019
Christopher Michael RodgersFinancial Enhancement GroupKey Investment Services LLC10-08-2019
Casey Ray NelsonEdward JonesKey Investment Services LLC08-16-2019
Shawn David WhitcraftCetera Investment Services LLCKey Investment Services LLC10-09-2018
Kevin Scott MassaCetera Investment Services LLCKey Investment Services LLC$1005-02-2018
David Michael PryorCetera Investment Services LLCKey Investment Services LLC04-27-2018
Taylor J. EhrmanFirst Allied Securities, Inc.Key Investment Services LLC10-26-2017
Roberto Francisco SalazarWells Fargo Clearing Services, LLCKey Investment Services LLC09-29-2017
Greg Lee EmmackCetera Investment Services LLCKey Investment Services LLC07-31-2017
Jason Andrew HertelPNC InvestmentsKey Investment Services LLC06-16-2017
Laura Holly Rozek-DillOneAmerica Securities, Inc.Key Investment Services LLC04-20-2017
Michael Edward BlauveltThe Huntington Investment CompanyKey Investment Services LLC$1112-12-2016
Anthony Joseph NighPNC InvestmentsKey Investment Services LLC$5003-11-2016
Dean Merrill GourleyLPL Financial LLCKey Investment Services LLC02-05-2016
Megan HamandLPL Financial LLCKey Investment Services LLC10-19-2015
Jessica A. KilgoreKey Investment Services LLCKey Investment Services LLC09-24-2015
Jarod Christopher TurnerJ.P. Morgan Securities LLCKey Investment Services LLC03-04-2015
Michael James SchultzTIAA-CREF Individual & Institutional Services, LLCKey Investment Services LLC11-05-2014
Gerald Weeks MadsenLPL Financial LLCKey Investment Services LLC$1004-11-2014
Jeffrey David OlbinaCUSO Financial Services, L.P.Key Investment Services LLC07-05-2013
Darlene Kay ParadiseChase Investment Services Corp.Key Investment Services LLC07-23-2012
Richard Allen BieleckiChase Investment Services Corp.Key Investment Services LLC06-01-2012
Kent Allen WeigelCUNA Brokerage Services, Inc.Key Investment Services LLC04-16-2012
Joseph Lamont WilliamsChase Investment Services Corp.Key Investment Services LLC$1011-01-2011
Chad M WhitlowPNC InvestmentsKey Investment Services LLC04-15-2011
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Showing 1 to 25 of 32 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.