Advisers on the Move

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
John Camillo MarinoPark Avenue Securities LLCMML Investors Services, LLC09-17-2010
Kyle Edward WortLarson Financial Securities, LLCMML Investors Services, LLC$50003-05-2012
Michael G SisneyLPL Financial LLCMML Investors Services, LLC08-09-2012
Richard Craig FitzerCommonwealth Financial NetworkMML Investors Services, LLC01-16-2013
Steven Paul BrooksMoloney Securities Co., Inc.MML Investors Services, LLC$25001-31-2013
Andrea Jean WiltPremier Financial Partners, LLCMML Investors Services, LLC07-11-2014
Michael G GaffneyMerrill Lynch, Pierce, Fenner & Smith IncorporatedMML Investors Services, LLC10-28-2014
Steven JohnsonLPL Financial LLCMML Investors Services, LLC01-09-2015
Samuel M HagemannFirst Heartland Capital, Inc.MML Investors Services, LLC02-10-2015
David Joseph ZaegelCWOs For Hire LLCMML Investors Services, LLC04-07-2016
Michael SalusWells Fargo Clearing Services, LLCMML Investors Services, LLC05-18-2016
Robert Dwight PfrommAllstate Financial Services, LLCMML Investors Services, LLC06-20-2017
Paul P PongniphonEquitable Advisors, LLCMML Investors Services, LLC09-29-2017
Matthew J HoltCFD Investments, Inc.MML Investors Services, LLC12-19-2017
Richard Bryan YustEquitable Advisors, LLCMML Investors Services, LLC$5002-02-2018
Gala Sue JacksonCetera Financial Specialists LLCMML Investors Services, LLC05-07-2018
Ryan D EderleMutual of Omaha Investor Services, Inc.MML Investors Services, LLC07-18-2018
Ann Elizabeth MurrayMerrill Lynch, Pierce, Fenner & Smith IncorporatedMML Investors Services, LLC09-17-2018
Karla Elizabeth VlasatySecurities America, Inc.MML Investors Services, LLC$2312-07-2018
Ryan SCott YountSecurities America, Inc.MML Investors Services, LLC12-07-2018
Ryan Charles HamiltonSecurities America, Inc.MML Investors Services, LLC12-07-2018
Joseph Ray AllenVanderbilt Securities, LLCMML Investors Services, LLC02-01-2019
William Nicholas JenkinsLewer Financial Advisors, LLCMML Investors Services, LLC05-07-2019
Rebecca Anne CraigBuckingham Strategic Wealth, LLCMML Investors Services, LLC05-17-2019
Joshua C ThornhillCenter Street Securities, Inc.MML Investors Services, LLC06-13-2019
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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.