Advisers on the Move

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
Jerome N PasichowEquity Services, Inc.Park Avenue Securities LLC03-06-2020
Peter William McCormackPruco Securities, LLC.Park Avenue Securities LLC01-21-2020
Kevin Hugh O'BrienCetera Advisor Networks LLCPark Avenue Securities LLC$15007-24-2019
Timothy Francis Grable Jr.LPL Financial LLCPark Avenue Securities LLC$5005-29-2019
Matthew Raymond MarinoEquity Services, Inc.Park Avenue Securities LLC04-15-2019
Russell James LomuscioFidelity Brokerage Services LLCPark Avenue Securities LLC02-15-2019
Gregory Robert ColucciMerrill Lynch, Pierce, Fenner & Smith IncorporatedPark Avenue Securities LLC01-18-2019
Michael Thomas RussoMillstone Financial GroupPark Avenue Securities LLC09-25-2018
Vincent Philip ManninoFidelity Brokerage Services LLCPark Avenue Securities LLC08-23-2018
Jason C. LambShore Point Advisors, LLCPark Avenue Securities LLC06-07-2018
John J. ScalabriniShore Point Advisors, LLCPark Avenue Securities LLC06-07-2018
Jacob Bergeb Rue VShore Point Advisors, LLCPark Avenue Securities LLC$5005-31-2018
Rocco Antonio FiatoMerrill Lynch, Pierce, Fenner & Smith IncorporatedPark Avenue Securities LLC12-08-2017
Martin Anthony ScottPurshe Kaplan Sterling InvestmentsPark Avenue Securities LLC09-08-2017
Michael I PalumboPruco Securities, LLC.Park Avenue Securities LLC07-28-2017
Jeffrey James SeidelUBS Financial Services Inc.Park Avenue Securities LLC07-04-2017
Paul A CiavarellaSecurian Financial Services, Inc.Park Avenue Securities LLC05-26-2017
Steven David MooneyAllstate Financial Services, LLCPark Avenue Securities LLC03-24-2017
Andrew James BraunNorthwestern Mutual Investment Services, LLCPark Avenue Securities LLC$2503-17-2017
Robert Brian RosinNYLIFE Securities LLCPark Avenue Securities LLC02-21-2017
Rowland Douglas Beoku-BettsGWN Securities Inc.Park Avenue Securities LLC02-14-2017
Daniel Vaux WilsonSecurities America, Inc.Park Avenue Securities LLC$15002-06-2017
Robin Michael WalshSecurities America, Inc.Park Avenue Securities LLC$10002-06-2017
Wilson MunozSecurities America, Inc.Park Avenue Securities LLC02-06-2017
Alicia M. GonnellaSecurities America, Inc.Park Avenue Securities LLC02-06-2017
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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.