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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
William Christopher BaltrusAmeritas Investment Company, LLCMML Investors Services, LLC02-10-2015
Kenneth Patrick Coyle Jr.Ameritas Investment Company, LLCMML Investors Services, LLC07-15-2013
Frank Louis PetrocelliAmeritas Investment Company, LLCMML Investors Services, LLC05-23-2013
Barry Everett ThomasonAmeritas Investment Company, LLCMML Investors Services, LLC03-18-2013
Salvatore Daniel LombardiAmeritas Investment Company, LLCMML Investors Services, LLC03-01-2013
Chad Elliot CartierAmeritas Investment Company, LLCMML Investors Services, LLC02-01-2011
Dean Avraham BardaApple & AssociatesMML Investors Services, LLC08-14-2018
Daniel Roy BennettAPS Management Group, Inc.MML Investors Services, LLC10-31-2016
Glen Alan MichelAPS Management Group, Inc.MML Investors Services, LLC10-31-2016
Eric Lawrence MonroeAPW Capital, Inc.MML Investors Services, LLC04-25-2017
Stanley Robert NadelAPW Capital, Inc.MML Investors Services, LLC$10004-21-2017
Howard Scott ZodicoffAPW Capital, Inc.MML Investors Services, LLC04-21-2017
Jeremiah Joel SmithAPW Capital, Inc.MML Investors Services, LLC04-09-2014
Mark Frederick McKeelAssociated Investment Services, Inc.MML Investors Services, LLC$2510-01-2014
Richard Scott MarcouxAtlas Financial Advisors, Inc.MML Investors Services, LLC03-01-2018
Timothy John SullivanAusdal Financial Partners, Inc.MML Investors Services, LLC$2502-04-2015
Edward L. EthingtonAvantax Investment Services, Inc.MML Investors Services, LLC03-26-2020
Paul L. GubinAvantax Investment Services, Inc.MML Investors Services, LLC11-05-2019
Silvana SpinozziAvantax Investment Services, Inc.MML Investors Services, LLC01-30-2019
Charles Thomas WinnAvantax Investment Services, Inc.MML Investors Services, LLC02-20-2018
Joel GlanzerAvantax Investment Services, Inc.MML Investors Services, LLC10-18-2017
Vito Michael PetrielloAvantax Investment Services, Inc.MML Investors Services, LLC09-26-2017
Felix BuriakovskyAvantax Investment Services, Inc.MML Investors Services, LLC10-13-2016
Bradley Wayne PechinAvantax Investment Services, Inc.MML Investors Services, LLC09-27-2016
Colleen S. KrcelichAvantax Investment Services, Inc.MML Investors Services, LLC04-29-2015
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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.