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
Gregory Howard KampAllstate Financial Services, LLCMML Investors Services, LLC03-19-2012
Patricia Ann ChevalierAmeriprise Financial Services, LLCMML Investors Services, LLC$105-03-2017
James Stanley ThompsonAmeritas Investment Company, LLCMML Investors Services, LLC05-21-2018
Timothy John SullivanAusdal Financial Partners, Inc.MML Investors Services, LLC$2502-04-2015
Andrew BeresAXA Advisors, LLCMML Investors Services, LLC05-29-2015
James Michael CookCambridge Investment Research, Inc.MML Investors Services, LLC11-21-2014
Natasha Secoquian LauerCambridge Investment Research, Inc.MML Investors Services, LLC05-07-2014
Kenneth Alan BiedermanCetera Advisor Networks LLCMML Investors Services, LLC01-04-2016
Daniel P StewartCetera Advisor Networks LLCMML Investors Services, LLC03-23-2011
Paul Bernard CrouchCetera Financial Specialists LLCMML Investors Services, LLC$2506-21-2019
Larry Gene ZucksworthCetera Financial Specialists LLCMML Investors Services, LLC07-27-2018
Kenneth John ZimmerCharles Schwab & Co., Inc.MML Investors Services, LLC11-21-2017
Cameron M. BradyCliftonLarsonAllen Wealth Advisors, LLCMML Investors Services, LLC03-04-2015
Kyle Duane MartinCommonwealth Financial NetworkMML Investors Services, LLC01-02-2019
Joseph Michael Esposito Jr.Commonwealth Financial NetworkMML Investors Services, LLC05-06-2014
Charles Keith KikerCommonwealth Financial NetworkMML Investors Services, LLC$10005-06-2014
Zachary C. YoungbloodCountry Capital Management CompanyMML Investors Services, LLC07-12-2011
Timothy James HrankaCountry Capital Management CompanyMML Investors Services, LLC01-07-2011
Derek SlaterEquity Services, Inc.MML Investors Services, LLC07-24-2019
Gary Anthony McMahonEquity Services, Inc.MML Investors Services, LLC01-29-2018
John Bishop HillmanFiduciary Financial Partners, LLCMML Investors Services, LLC08-10-2012
Shawky Aziz YoakimFifth Third Securities, Inc.MML Investors Services, LLC01-16-2019
Louis Pearson BrownForum Financial Management, LPMML Investors Services, LLC05-18-2018
Colin GraemeGoldman Sachs & Co.MML Investors Services, LLC02-11-2020
John James Cummings Jr.Horace Mann Investors, Inc.MML Investors Services, LLC06-07-2018
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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.