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
Nelson Bradford AhernMML Investors Services, LLCNYLIFE Securities LLC11-17-2009
Tarek M. ElhendawyState Farm VP Management Corp.NYLIFE Securities LLC06-09-2010
Michelle M. FerronAllstate Financial Services, LLCNYLIFE Securities LLC11-05-2010
Lynette Benedicto MelcherAllstate Financial Services, LLCNYLIFE Securities LLC$1003-08-2011
Merritt Burdette RobinsonWells Fargo Clearing Services, LLCNYLIFE Securities LLC04-13-2011
Jasmine Kali ParkerUnited Brokerage Services, IncNYLIFE Securities LLC$1004-23-2012
Sean C. McQueenFirst Command Financial Planning, Inc.NYLIFE Securities LLC10-25-2012
Andrew A. McFallsAllstate Financial Services, LLCNYLIFE Securities LLC01-24-2013
Jeff Douglas DonhamNorthwestern Mutual Investment Services, LLCNYLIFE Securities LLC04-10-2013
Simon ZhengMML Investors Services, LLCNYLIFE Securities LLC04-29-2013
Theresa W. WhiteMML Investors Services, LLCNYLIFE Securities LLC06-17-2013
Jay HwangLPL Financial LLCNYLIFE Securities LLC11-03-2014
Zenas Y. ChoiState Farm VP Management Corp.NYLIFE Securities LLC11-06-2014
Steadman Forrest KnightEdward JonesNYLIFE Securities LLC01-01-2015
Gregory Wilson McDonaldMerrill Lynch, Pierce, Fenner & Smith IncorporatedNYLIFE Securities LLC03-23-2015
Craig Antonio JonesAXA Advisors, LLCNYLIFE Securities LLC04-07-2015
Valerie A Frank-SolorzanoPNC InvestmentsNYLIFE Securities LLC05-21-2015
Charles Timothy TideyBB&T Investment Services, Inc.NYLIFE Securities LLC06-01-2015
Sophia Bokki ParkIndependent Financial Group, LLCNYLIFE Securities LLC$1008-03-2015
Timothy C. BullockWells Fargo Clearing Services, LLCNYLIFE Securities LLC11-05-2015
Jason J HowellJason Howell CompanyNYLIFE Securities LLC11-24-2015
Yong Sik ParkMerrill Lynch, Pierce, Fenner & Smith IncorporatedNYLIFE Securities LLC01-29-2016
Kevin Aaron BosticClearView FinancialNYLIFE Securities LLC$5002-12-2016
Ethan Alexander EdghillState Farm VP Management Corp.NYLIFE Securities LLC02-22-2016
Harrison Hundley BowlinSignator Investors, Inc.NYLIFE Securities LLC03-04-2016
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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.