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
Mary Louise CrockettSA Stone Wealth Management Inc.MML Investors Services, LLC08-22-2019
Patrick Allen HaneyLPL Financial LLCMML Investors Services, LLC08-21-2019
Michael John DracoulisLPL Financial LLCMML Investors Services, LLC08-21-2019
Charles Mitchell AllenLPL Financial LLCMML Investors Services, LLC08-21-2019
Patrick Stephen CoorLPL Financial LLCMML Investors Services, LLC08-21-2019
Marc Anthony FotiLPL Financial LLCMML Investors Services, LLC08-19-2019
Ryan Thomas MeyerRoyal Alliance Associates, Inc.MML Investors Services, LLC08-19-2019
Michael Neil WallanderLPL Financial LLCMML Investors Services, LLC08-16-2019
Richard Joseph KennellHornor, Townsend & Kent, LLCMML Investors Services, LLC$2508-15-2019
Michael Anthony DevizioLPL Financial LLCMML Investors Services, LLC08-15-2019
Stephen Carl KuchinskiLPL Financial LLCMML Investors Services, LLC08-15-2019
William Whitney FitzgeraldNorthwestern Mutual Investment Services, LLCMML Investors Services, LLC08-13-2019
Leroy Orlando Summers Jr.Pruco Securities, LLC.MML Investors Services, LLC08-13-2019
William Allie Hurley Jr.Peak Brokerage Services, LLCMML Investors Services, LLC$1008-12-2019
Earl Thomas Shorter IIILincoln Financial Advisors CorporationMML Investors Services, LLC08-12-2019
Christopher Hunt CannonRaymond James Financial Services, Inc.MML Investors Services, LLC08-09-2019
Jason Thomas MellorSecurian Financial Services, Inc.MML Investors Services, LLC$1008-09-2019
Jessica Elisabeth BeckCambridge Investment Research, Inc.MML Investors Services, LLC08-09-2019
Francisco Morales SigalaMutual of Omaha Investor Services, Inc.MML Investors Services, LLC08-09-2019
Mohammad Said AmerNYLIFE Securities LLCMML Investors Services, LLC08-09-2019
Molly McniellRaymond James & Associates, Inc.MML Investors Services, LLC08-09-2019
Robin Denise GibbonsVoya Financial Advisors, Inc.MML Investors Services, LLC$1008-07-2019
Shameeza AllyAXA Advisors, LLCMML Investors Services, LLC08-07-2019
James E. BurnorCroak Asset ManagementMML Investors Services, LLC08-07-2019
Steven Dupre AtkinsWells Fargo Clearing Services, LLCMML Investors Services, LLC08-06-2019
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Showing 1 to 25 of 383 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.