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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Robert Dean YoungAllstate Financial Services, LLCMML Investors Services, LLC10-30-2018
Matthew Thomas ElwoodAllstate Financial Services, LLCMML Investors Services, LLC02-08-2011
Curt Anthony PedersonAmeriprise Financial Services, LLCMML Investors Services, LLC$8410-16-2018
Clement C ChiangAmeriprise Financial Services, LLCMML Investors Services, LLC$2511-16-2017
Albert Morris IsraelAmeriprise Financial Services, LLCMML Investors Services, LLC$5010-23-2015
Stephen J. CookeAmeritas Investment Company, LLCMML Investors Services, LLC03-05-2020
Kevin Thomas GradyCambridge Investment Research, Inc.MML Investors Services, LLC09-04-2014
Todd Paul ClaypoolCetera Advisor Networks LLCMML Investors Services, LLC$103-04-2015
Sean Thomas WhiteColdstream Securities, Inc.MML Investors Services, LLC03-05-2020
Justin Alexander PhillipsCommonwealth Financial NetworkMML Investors Services, LLC04-15-2019
Brandon Lee SteeleCommonwealth Financial NetworkMML Investors Services, LLC02-01-2019
Daniel LunguCSLA Financial IncMML Investors Services, LLC03-18-2019
Thomas James JordanCUSO Financial Services, L.P.MML Investors Services, LLC06-17-2019
John William Misner Jr.Edward JonesMML Investors Services, LLC$20004-18-2019
Jody L. LentzEquity Services, Inc.MML Investors Services, LLC$2509-25-2018
Shawn Patrick WhatleyFinancial Advocates Investment ManagementMML Investors Services, LLC07-27-2011
Michael David KooymanFisher InvestmentsMML Investors Services, LLC03-20-2018
William Lewis StanleyHornor, Townsend & Kent, LLCMML Investors Services, LLC$5001-03-2019
Brett Alan GarverKey Investment Services LLCMML Investors Services, LLC$13208-03-2017
Michael Richard BellKMS Financial Services, Inc.MML Investors Services, LLC01-11-2019
Darren Clark BlanchardKMS Financial Services, Inc.MML Investors Services, LLC10-12-2018
Jason P. BlanchardKMS Financial Services, Inc.MML Investors Services, LLC10-12-2018
Peter Lawrence GastwirthKMS Financial Services, Inc.MML Investors Services, LLC$5011-28-2014
Katherine Marie BenjaminKMS Financial Services, Inc.MML Investors Services, LLC05-09-2013
Ross M. KrauseLPL Financial LLCMML Investors Services, LLC$1508-24-2020
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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.