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
Al Jermaine Doss-CarterPark Avenue Securities LLCMML Investors Services, LLC05-03-2019
Amos GeviliAllstate Financial Services, LLCMML Investors Services, LLC03-28-2019
Andrew B DennisNorthwestern Mutual Investment Services, LLCMML Investors Services, LLC05-03-2019
Andrew DonohooPrincipal Securities, Inc.MML Investors Services, LLC03-29-2019
Angeliki HatzidakisLPL Financial LLCMML Investors Services, LLC05-02-2019
Angelo Oreste D'OrazioJ.P. Morgan Securities LLCMML Investors Services, LLC04-15-2019
Anthony Langford BriddellGWN Securities Inc.MML Investors Services, LLC05-01-2019
Arslanamin ShahAllstate Financial Services, LLCMML Investors Services, LLC03-27-2019
Bernard Thomas Garrah Jr.Cleveland Wealth, LLCMML Investors Services, LLC05-04-2019
Brian Kirk VieselmeyerEquity Services, Inc.MML Investors Services, LLC$2504-04-2019
Brian Patrick FeeleySecurities Service Network, LLCMML Investors Services, LLC05-20-2019
Brian WilsonVirtue Capital Management, LLCMML Investors Services, LLC04-16-2019
Bronson J. KiblerNYLIFE Securities LLCMML Investors Services, LLC04-12-2019
Bryan WassermanTriad Advisors LLCMML Investors Services, LLC05-13-2019
Burton Luke ApfelbaumLPL Financial LLCMML Investors Services, LLC$4803-29-2019
Carlo Joseph Marano Jr.Equity Services, Inc.MML Investors Services, LLC04-04-2019
Christian Israel WhiteheadMerrill Lynch, Pierce, Fenner & Smith IncorporatedMML Investors Services, LLC04-12-2019
Cole Griffin BrownellSEIAMML Investors Services, LLC03-28-2019
Corbin J. BlackburnCleveland Wealth, LLCMML Investors Services, LLC05-02-2019
Daniel LunguCSLA Financial IncMML Investors Services, LLC03-18-2019
Daniel MoralesEdward JonesMML Investors Services, LLC$10005-24-2019
Daniel Ronald Gagnon Sr.Pruco Securities, LLC.MML Investors Services, LLC$5005-21-2019
David Arnette BiggsMML Investors Services, LLCMML Investors Services, LLC03-27-2019
David Lloyd BrundageFarmers Financial Solutions, LLCMML Investors Services, LLC03-28-2019
David Wayne BeltzAmeritas Investment Company, LLCMML Investors Services, LLC$5006-03-2019
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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.