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
Donavan Anthony ThomasAllstate Financial Advisors, LLCPFS Investments Inc.03-05-2020
Chrystyna A MurrayPFS Investments Inc.PFS Investments Inc.01-27-2020
Kinggod Elhussi-BeyPFS Investments Inc.PFS Investments Inc.01-25-2020
Shari Ramos GuiraoPFS Investments Inc.PFS Investments Inc.01-23-2020
Andy J AustriePFS Investments Inc.PFS Investments Inc.01-21-2020
Dwight SmithPFS Investments Inc.PFS Investments Inc.01-21-2020
Christian Gerald LawtonPFS Investments Inc.PFS Investments Inc.01-16-2020
Ronald Joseph WeeksPFS Investments Inc.PFS Investments Inc.01-10-2020
Timothy Curt WewerAvantax Investment Services, Inc.PFS Investments Inc.11-15-2019
Michael RoblesPFS Investments Inc.PFS Investments Inc.11-15-2019
Ajay SharmaMerrill Lynch, Pierce, Fenner & Smith IncorporatedPFS Investments Inc.09-11-2019
Sherwin Anthony HenryPFS Investments Inc.PFS Investments Inc.02-19-2019
Jessica Kathleen AcostaPFS Investments Inc.PFS Investments Inc.02-07-2019
Corey Matthew PontbriandPFS Investments Inc.PFS Investments Inc.01-29-2019
Melissa BubbPFS Investments Inc.PFS Investments Inc.01-28-2019
Breeonna A. ReedPFS Investments Inc.PFS Investments Inc.01-28-2019
Sarbjit KaurJ.P. Morgan Securities LLCPFS Investments Inc.11-28-2018
Patrick Pryce-LattyJ.P. Morgan Securities LLCPFS Investments Inc.11-08-2018
Michael Dennis LanutoAmeriprise Financial Services, LLCPFS Investments Inc.10-29-2018
Michael Thomas FredaPFS Investments Inc.PFS Investments Inc.10-12-2018
Glenn James MillerAXA Advisors, LLCPFS Investments Inc.09-06-2018
Ann Marie J. George MedfordPFS Investments Inc.PFS Investments Inc.08-20-2018
Xue MillerAXA Advisors, LLCPFS Investments Inc.$2508-17-2018
Joseph C. PicarelloTIAA-CREF Individual & Institutional Services, LLCPFS Investments Inc.07-03-2018
Robert Anddrew GootJ.P. Morgan Securities LLCPFS Investments Inc.06-08-2018
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Showing 1 to 25 of 123 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.