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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Steven David MooneyAllstate Financial Services, LLCPark Avenue Securities LLC03-24-2017
William Daniel MaddenAllstate Financial Services, LLCPark Avenue Securities LLC11-24-2015
Christopher J BlairAmeriprise Financial Services, LLCPark Avenue Securities LLC$1009-25-2014
Scott Lawrence CodacoviAmeriprise Financial Services, LLCPark Avenue Securities LLC$10007-18-2014
Christine M. AleixoAmeriprise Financial Services, LLCPark Avenue Securities LLC07-18-2014
Richard Louis ShaughnessyAmeriprise Financial Services, LLCPark Avenue Securities LLC07-18-2014
Andrew Jason KabatchnickAvantax Investment Services, Inc.Park Avenue Securities LLC01-24-2017
Michelle Ann CicchiniAXA Advisors, LLCPark Avenue Securities LLC01-30-2015
Matthew Robert MalcAXA Advisors, LLCPark Avenue Securities LLC05-16-2014
Joseph Michael YocavitchBrokers International Financial Services, LLC.Park Avenue Securities LLC01-06-2017
Stewart Frederic HeschelesCadaret, Grant & Co., Inc.Park Avenue Securities LLC03-16-2015
David Wainwright Buys IICadaret, Grant & Co., Inc.Park Avenue Securities LLC09-10-2012
Kevin Hugh O'BrienCetera Advisor Networks LLCPark Avenue Securities LLC$15007-24-2019
Jerome N PasichowEquity Services, Inc.Park Avenue Securities LLC03-06-2020
Matthew Raymond MarinoEquity Services, Inc.Park Avenue Securities LLC04-15-2019
Kenneth Steven ObrienFarmers Financial Solutions, LLCPark Avenue Securities LLC10-14-2016
Russell James LomuscioFidelity Brokerage Services LLCPark Avenue Securities LLC02-15-2019
Vincent Philip ManninoFidelity Brokerage Services LLCPark Avenue Securities LLC08-23-2018
Rowland Douglas Beoku-BettsGWN Securities Inc.Park Avenue Securities LLC02-14-2017
Wesley Ray Underwood Jr.J.P. Morgan Securities LLCPark Avenue Securities LLC11-19-2012
David Mark EllowitchLincoln Financial Advisors CorporationPark Avenue Securities LLC10-01-2010
Mitchell Adam HirschornLincoln Financial Advisors CorporationPark Avenue Securities LLC09-08-2010
Timothy Francis Grable Jr.LPL Financial LLCPark Avenue Securities LLC$5005-29-2019
Iveta HedvigLPL Financial LLCPark Avenue Securities LLC$110-15-2015
Peter Anthony BaldiniLPL Financial LLCPark Avenue Securities LLC01-24-2014
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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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.