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
Perez GoreePFS Investments Inc.PFS Investments Inc.01-28-2020
Philip CasteleynPFS Investments Inc.PFS Investments Inc.01-27-2020
Tyler Claude PagePFS Investments Inc.PFS Investments Inc.11-25-2019
Stephen Leonard BartusGreat Lakes Wealth, LLCPFS Investments Inc.06-24-2019
Ryan Jefferey DrewsCharles Schwab & Co., Inc.PFS Investments Inc.06-10-2019
Angelica Maria LopezTrivelloni Asset ManagementPFS Investments Inc.05-07-2019
Chad OldenkampPFS Investments Inc.PFS Investments Inc.01-28-2019
Ghassan Y. AlkamanoPFS Investments Inc.PFS Investments Inc.01-24-2019
Rebecca Lynn FabinskiJ.P. Morgan Securities LLCPFS Investments Inc.01-12-2019
Anita Veronica TaymoreJ.P. Morgan Securities LLCPFS Investments Inc.08-29-2018
Chrisita AckermannPFS Investments Inc.PFS Investments Inc.04-27-2018
Kyle Richard FigueroaPruco Securities, LLC.PFS Investments Inc.04-26-2018
Jordan Michael BurnsMML Investors Services, LLCPFS Investments Inc.03-07-2018
Melissa Anne CarrPFS Investments Inc.PFS Investments Inc.01-04-2018
Chad Michael MarchantCFD Investments, Inc.PFS Investments Inc.04-28-2017
Larry BellPFS Investments Inc.PFS Investments Inc.04-19-2017
Chauntice Renee CalhounPFS Investments Inc.PFS Investments Inc.03-23-2017
Jodie Elise WilsonCUSO Financial Services, L.P.PFS Investments Inc.03-06-2017
Rebecca CourtneyPFS Investments Inc.PFS Investments Inc.01-20-2017
Damien Marcel MyersPFS Investments Inc.PFS Investments Inc.01-03-2017
Angia M. McGeorgeWaddell & ReedPFS Investments Inc.05-18-2016
Melissa Anne CarrPFS Investments Inc.PFS Investments Inc.01-25-2016
Larry BellPFS Investments Inc.PFS Investments Inc.01-08-2016
Larry BellPFS Investments Inc.PFS Investments Inc.01-08-2015
Russell James EmeryFinancial West GroupPFS Investments Inc.10-03-2014
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Showing 1 to 25 of 62 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.