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
Reginald J WheelerPruco Securities, LLC.Park Avenue Securities LLC09-03-2019
John Hughes ScottHancock Whitney Investment Services Inc.Park Avenue Securities LLC03-13-2019
Robert Matthew GillenAllstate Financial Services, LLCPark Avenue Securities LLC10-25-2017
Hunter C. MedlenPruco Securities, LLC.Park Avenue Securities LLC03-29-2017
Daniel R. Boudreaux Jr.Securities America, Inc.Park Avenue Securities LLC03-10-2016
Monika CrossleyCambridge Investment Research, Inc.Park Avenue Securities LLC09-09-2015
Georgianna Michelle GrimmOneAmerica Securities, Inc.Park Avenue Securities LLC03-24-2014
Brent Joseph GarrisonHancock Whitney Investment Services Inc.Park Avenue Securities LLC10-01-2013
Chad A. MillerMerrill Lynch, Pierce, Fenner & Smith IncorporatedPark Avenue Securities LLC11-14-2012
Michael Anthony RichLPL Financial LLCPark Avenue Securities LLC01-23-2012
Wayne A. McVickerAvantax Investment Services, Inc.Park Avenue Securities LLC12-08-2011
Jeffrey Andre PonsonMML Investors Services, LLCPark Avenue Securities LLC05-27-2011
Carter E. ChotinMML Investors Services, LLCPark Avenue Securities LLC11-24-2009
Steven Arthur KernahanLPL Financial LLCPark Avenue Securities LLC$1001-23-2012
Shane Paul MayeuxParkland Securities, LLCPark Avenue Securities LLC$5012-02-2019

Showing 1 to 15 of 15 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.