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
Benjamin L. Wright Jr.Allstate Financial Services, LLCMML Investors Services, LLC09-20-2017
Marcus T. TurnerAllstate Financial Services, LLCMML Investors Services, LLC04-03-2014
Paul Todd GaitherAmeriprise Financial Services, LLCMML Investors Services, LLC04-12-2013
Ben StillAXA Advisors, LLCMML Investors Services, LLC03-02-2018
Seth Patrick ColleyBancorpSouth Investment Services, Inc.MML Investors Services, LLC08-17-2010
Jeffrey Alan LoosC & J Wealth AdvisorsMML Investors Services, LLC05-12-2010
Michael Sean VereenCambridge Investment Research, Inc.MML Investors Services, LLC$5002-03-2020
Stephen M. MoserCambridge Investment Research, Inc.MML Investors Services, LLC07-29-2019
James Ryan SnellenCambridge Investment Research, Inc.MML Investors Services, LLC10-18-2017
Anthony William YoussefiCambridge Investment Research, Inc.MML Investors Services, LLC11-10-2016
Michael Russell DunnCambridge Investment Research, Inc.MML Investors Services, LLC11-04-2016
Monte Brant MillerCambridge Investment Research, Inc.MML Investors Services, LLC$2504-25-2016
Wade Lance McMinn Jr.Cambridge Investment Research, Inc.MML Investors Services, LLC01-31-2011
Richard Charles DisharoonCambridge Investment Research, Inc.MML Investors Services, LLC$2504-24-2009
William Henry Parrish Jr.Cambridge Investment Research, Inc.MML Investors Services, LLC04-24-2009
Jeff M. WilliamsCetera Investment Services LLCMML Investors Services, LLC06-09-2017
Jeremy A. JamesFarmers Financial Solutions, LLCMML Investors Services, LLC01-19-2017
Charles L. SkipperFarmers Financial Solutions, LLCMML Investors Services, LLC05-14-2015
Edward Lee Maddox IIFarmers Financial Solutions, LLCMML Investors Services, LLC08-27-2014
Andrea D. GoldbergFarmers Financial Solutions, LLCMML Investors Services, LLC$104-02-2014
Robert E. BurksFidelity Brokerage Services LLCMML Investors Services, LLC06-04-2015
Chelse Nieri StevensFidelity Brokerage Services LLCMML Investors Services, LLC06-20-2014
Garrick R. CarterFidelity Brokerage Services LLCMML Investors Services, LLC10-29-2013
Laura Kaczor StevensFifth Third Securities, Inc.MML Investors Services, LLC10-10-2013
Randy Lynn PuckettFinancial Partners Group, LLCMML Investors Services, LLC04-10-2013
Next Page »

Showing 1 to 25 of 62 entries

Page 1 | 2 | 3

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.