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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Christina Lorraine GetzJ.P. Morgan Securities LLCPark Avenue Securities LLC06-19-2019
Alex WilliamsPruco Securities, LLC.Park Avenue Securities LLC06-18-2019
Veronica A MangioneKey Investment Services LLCPark Avenue Securities LLC$5005-02-2019
Lauren Jean Mcnally O'ConnellPruco Securities, LLC.Park Avenue Securities LLC09-27-2018
Paresh Bansilal ShahKestra Investment Services, LLCPark Avenue Securities LLC$1103-06-2018
Adrian Adam BlockMML Investors Services, LLCPark Avenue Securities LLC01-16-2018
Michael EllerAllstate Financial Services, LLCPark Avenue Securities LLC08-29-2017
Milton Arthur HillCadaret, Grant & Co., Inc.Park Avenue Securities LLC07-17-2017
Dustin L BakerLPL Financial LLCPark Avenue Securities LLC07-07-2017
Lior ItzhakJ.P. Morgan Securities LLCPark Avenue Securities LLC05-24-2017
Adam Roman Robert NalewajekAltium Wealth Management LLCPark Avenue Securities LLC05-10-2017
Christopher James WolfeAmerican Portfolios Financial Services, Inc.Park Avenue Securities LLC04-28-2017
Dean Evan SilvermanMML Investors Services, LLCPark Avenue Securities LLC03-08-2017
Robert Alan LindSecurities America, Inc.Park Avenue Securities LLC01-03-2017
Randy Lee SherrickSecurities America, Inc.Park Avenue Securities LLC12-05-2016
Arif M. BoysanNYLIFE Securities LLCPark Avenue Securities LLC10-03-2016
Mark Anthony BadamiMML Investors Services, LLCPark Avenue Securities LLC09-23-2016
Hunter Lloyd GimbelHornor, Townsend & Kent, LLCPark Avenue Securities LLC05-18-2016
Kenneth B BaronMML Investors Services, LLCPark Avenue Securities LLC$10001-20-2016
Blake Leonardo Bard MoranMML Investors Services, LLCPark Avenue Securities LLC12-01-2015
Eric Steven BlumencranzKestra Investment Services, LLCPark Avenue Securities LLC10-22-2015
Keith Christian CuomoMML Investors Services, LLCPark Avenue Securities LLC09-17-2015
Robert BonichPruco Securities, LLC.Park Avenue Securities LLC08-25-2015
Matthew Edward WeeksUBS Financial Services Inc.Park Avenue Securities LLC08-21-2015
Adam Todd GoldbergMerrill Lynch, Pierce, Fenner & Smith IncorporatedPark Avenue Securities LLC08-13-2015
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Showing 1 to 25 of 49 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.


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