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
Neil Anthony RennerAXA Advisors, LLCMML Investors Services, LLC04-07-2020
Ronald Patrick Crudo Jr.LPL Financial LLCMML Investors Services, LLC03-23-2020
Benjamin FeinerAXA Advisors, LLCMML Investors Services, LLC03-04-2020
Philip James GranucciPruco Securities, LLC.MML Investors Services, LLC02-13-2020
Chang LeeThe Investment Center, Inc.MML Investors Services, LLC01-21-2020
Christopher George KellyNYLIFE Securities LLCMML Investors Services, LLC12-26-2019
Peter VitalePark Avenue Securities LLCMML Investors Services, LLC12-26-2019
John L PalmeriPark Avenue Securities LLCMML Investors Services, LLC12-26-2019
John Francis SharkeyAXA Advisors, LLCMML Investors Services, LLC10-30-2019
Tremaine BembryHornor, Townsend & Kent, LLCMML Investors Services, LLC10-25-2019
Andrew Marshall HornSecurian Financial Services, Inc.MML Investors Services, LLC10-09-2019
Matthew Alexander KimmelUBS Financial Services Inc.MML Investors Services, LLC09-12-2019
Kevin Ford LambersonPruco Securities, LLC.MML Investors Services, LLC09-10-2019
Michael John ManginelliLPL Financial LLCMML Investors Services, LLC08-26-2019
Marc Anthony FotiLPL Financial LLCMML Investors Services, LLC08-19-2019
Michael Anthony DevizioLPL Financial LLCMML Investors Services, LLC08-15-2019
Stephen Carl KuchinskiLPL Financial LLCMML Investors Services, LLC08-15-2019
Gaetano Anthony SaccoFountainhead Capital Management, LLCMML Investors Services, LLC07-30-2019
Edward Gerard MccarthyCetera Advisor Networks LLCMML Investors Services, LLC07-23-2019
Stephen Charles BeneM Holdings Securities, Inc.MML Investors Services, LLC07-01-2019
Jeffrey Charles CostelloM Holdings Securities, Inc.MML Investors Services, LLC07-01-2019
Steven L. RichM Holdings Securities, Inc.MML Investors Services, LLC07-01-2019
James A BoyleLPL Financial LLCMML Investors Services, LLC05-17-2019
Huikyeong SeccoLPL Financial LLCMML Investors Services, LLC03-29-2019
Michael Leahy SrMerrill Lynch, Pierce, Fenner & Smith IncorporatedMML Investors Services, LLC03-11-2019
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Showing 1 to 25 of 113 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.