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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Recruiting Scoreboard (Q4 2020)

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Kevin Leon FoxAcorn Financial Advisory Services, Inc.MML Investors Services, LLC$5001-08-2020
Ryan Dean JenningsAllstate Financial Services, LLCMML Investors Services, LLC11-07-2016
John Benjamin SpoonerAmeritas Investment Company, LLCMML Investors Services, LLC02-14-2020
Nelson Bradford AhernAmeritas Investment Company, LLCMML Investors Services, LLC$3801-07-2019
Grisell CaberopalssonCambridge Investment Research, Inc.MML Investors Services, LLC$2502-22-2019
Gina Gray EdwardsCambridge Investment Research, Inc.MML Investors Services, LLC05-11-2015
David Brian MurrayCambridge Investment Research, Inc.MML Investors Services, LLC03-04-2010
Steven Kyle SykesCetera Investment Services LLCMML Investors Services, LLC08-19-2020
Gregory Michael LohrCommonwealth Financial NetworkMML Investors Services, LLC04-22-2020
Ethan Michael LohrCommonwealth Financial NetworkMML Investors Services, LLC04-22-2020
Bobby Edward BlankenshipCommonwealth Financial NetworkMML Investors Services, LLC$5008-09-2018
Adam Zachery PetersCommonwealth Financial NetworkMML Investors Services, LLC08-09-2018
John Barton EdmundsCommonwealth Financial NetworkMML Investors Services, LLC07-30-2018
John Robert BradberryCommonwealth Financial NetworkMML Investors Services, LLC07-30-2018
Charles Michael FinfgeldCommonwealth Financial NetworkMML Investors Services, LLC$5006-22-2009
Richard Lowndes StullerCommonwealth Financial NetworkMML Investors Services, LLC06-22-2009
Brian Thomas ConnellyCommonwealth Financial NetworkMML Investors Services, LLC$5006-22-2009
Gregory Mendon RexfordEquitable Advisors, LLCMML Investors Services, LLC06-01-2009
Patricia St Clair LucasEquity Services, Inc.MML Investors Services, LLC11-01-2017
Jeannie Jin LeeFarmers Financial Solutions, LLCMML Investors Services, LLC04-06-2020
Ryan Paul JenkinsHorace Mann Investors, Inc.MML Investors Services, LLC09-02-2020
Kevin Brian McCarthyHorace Mann Investors, Inc.MML Investors Services, LLC09-02-2020
Raymond T DifilippoJ.W. Cole Financial, Inc.MML Investors Services, LLC10-04-2019
Paul Joseph Melnick JrKestra Investment Services, LLCMML Investors Services, LLC$2507-23-2013
Andre DawkinsLincoln Financial Advisors CorporationMML Investors Services, LLC08-09-2017
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Showing 1 to 25 of 68 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.