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
Michele Marie GoldmanAmeriprise Financial Services, Inc.MML Investors Services, LLC02-06-2009
Kevin Earl BaldwinOneAmerica Securities, Inc.MML Investors Services, LLC03-01-2010
Bryan David KlemmVALIC Financial Advisors, Inc.MML Investors Services, LLC$50007-13-2010
Blake Allen HoughtalingFifth Third Securities, Inc.MML Investors Services, LLC10-26-2010
Nicholas Dale HarterNorthwestern Mutual Investment Services, LLCMML Investors Services, LLC$50012-09-2010
Roger Edward ZiliakNYLIFE Securities LLCMML Investors Services, LLC12-16-2010
Crystal HarterNorthwestern Mutual Investment Services, LLCMML Investors Services, LLC$50001-12-2011
John Richard BartelsThrivent Investment Management Inc.MML Investors Services, LLC$50010-25-2011
John Radford ComptonCFD Investments, Inc.MML Investors Services, LLC03-26-2012
Kameron J HelmuthPNC InvestmentsMML Investors Services, LLC08-09-2012
Craig Warren MenningaCWM Wealth Management, LLCMML Investors Services, LLC10-15-2012
Mark Robert MerchantFirst Allied Securities, Inc.MML Investors Services, LLC01-07-2013
Alnore B DeenOneAmerica Securities, Inc.MML Investors Services, LLC04-04-2013
Jason David StuckySecurities Service Network, LLCMML Investors Services, LLC$50006-21-2013
Liam SmithMorgan StanleyMML Investors Services, LLC01-28-2014
Jonathan Dunn CracraftCH Douglas & Gray Wealth ManagementMML Investors Services, LLC02-19-2015
Joseph David StaffordRaymond James Financial Services, Inc.MML Investors Services, LLC05-01-2015
Scott Michael GoellerJ.P. Morgan Securities LLCMML Investors Services, LLC08-13-2015
Anthony Louis IacobucciRaymond James & Associates, Inc.MML Investors Services, LLC$10012-16-2015
Matthew William HolbrookCambridge Investment Research, Inc.MML Investors Services, LLC$10001-08-2016
Jeremy M SassanellaPark Avenue Securities LLCMML Investors Services, LLC02-24-2016
Matthew Alan GolliherCetera Investment Services LLCMML Investors Services, LLC03-15-2016
Brandon James StollerJ.P. Morgan Securities LLCMML Investors Services, LLC04-12-2016
Sean Kelley LewisThurston Springer FinancialMML Investors Services, LLC08-25-2016
Wayne Allen PiperAllstate Financial Services, LLCMML Investors Services, LLC$25011-28-2016
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Showing 1 to 25 of 58 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.