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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
John William DixonAllstate Financial Services, LLCMML Investors Services, LLC01-02-2020
Princess Jane FaganAllstate Financial Services, LLCMML Investors Services, LLC10-11-2017
Liliana Maria MaesAXA Advisors, LLCMML Investors Services, LLC05-25-2017
Lee Tyler KennedyAXA Advisors, LLCMML Investors Services, LLC05-29-2009
Rodney Charles BrewerBrewer Financial Life Advisors, LLCMML Investors Services, LLC04-17-2018
Melissa Bethann ReaktenwaltCambridge Investment Research, Inc.MML Investors Services, LLC11-09-2018
Joseph R. TopolskiCambridge Investment Research, Inc.MML Investors Services, LLC08-27-2018
Thomas Tristany TrelaCambridge Investment Research, Inc.MML Investors Services, LLC08-27-2018
Jonathan Edward MichaelCambridge Investment Research, Inc.MML Investors Services, LLC07-01-2011
James J. DenoraCambridge Investment Research, Inc.MML Investors Services, LLC12-07-2010
Steven Mark RothCambridge Investment Research, Inc.MML Investors Services, LLC$1009-08-2010
Steven Joseph KillianyCambridge Investment Research, Inc.MML Investors Services, LLC$15003-04-2010
Meeshan Antonio ReidCapital One Investing, LLCMML Investors Services, LLC06-08-2017
Eric Alan MetzmanCommonwealth Financial NetworkMML Investors Services, LLC10-25-2016
Jason WeszkaCommonwealth Financial NetworkMML Investors Services, LLC10-25-2016
Jordan HuchtCommonwealth Financial NetworkMML Investors Services, LLC10-25-2016
William Jeffers FeldmaierCUNA Brokerage Services, Inc.MML Investors Services, LLC04-09-2012
Joseph Y JeonEquity Services, Inc.MML Investors Services, LLC02-13-2014
John Francis MoranGlobal Financial Private Capital, Inc.MML Investors Services, LLC12-05-2014
Morgan Joseph RussoH. Beck, Inc.MML Investors Services, LLC03-09-2020
David Kalani MortonH. Beck, Inc.MML Investors Services, LLC01-02-2009
Abby Helene BondHighTower Securities, LLCMML Investors Services, LLC05-04-2017
Michelle Marie HughesHIMCO Distribution Services CompanyMML Investors Services, LLC08-02-2010
William Henry BrockmanHornor, Townsend & Kent, LLCMML Investors Services, LLC12-10-2019
Natalie J. HedrickHornor, Townsend & Kent, LLCMML Investors Services, LLC12-10-2019
Next Page »

Showing 1 to 25 of 81 entries

Page 1 | 2 | 3 | 4

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.