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
Justin E BudnickSagePoint Financial, Inc.Park Avenue Securities LLC05-31-2019
Taimur QadirBrokers International Financial Services, LLC.Park Avenue Securities LLC$105-16-2019
Veronica A MangioneKey Investment Services LLCPark Avenue Securities LLC$5005-02-2019
Melissa A HinesCambridge Investment Research, Inc.Park Avenue Securities LLC$1004-15-2019
Anthony Christopher RossiAE Wealth Management, LLCPark Avenue Securities LLC04-03-2019
Jaden R. VolchoffHornor, Townsend & Kent, LLCPark Avenue Securities LLC04-03-2019
Alex Joseph GrammaticProEquities, Inc.Park Avenue Securities LLC04-02-2019
John Hughes ScottHancock Whitney Investment Services Inc.Park Avenue Securities LLC03-13-2019
Jordan Brown LeuschenLPL Financial LLCPark Avenue Securities LLC03-01-2019
Joseph Michael Piazza IIIPresidio Financial, LLCPark Avenue Securities LLC02-25-2019
Matthew W DockallPresidio Financial, LLCPark Avenue Securities LLC02-25-2019
Darren Patrick StranieroOnPlane Financial AdvisorsPark Avenue Securities LLC02-14-2019
Douglas Kent GuernseyGuernsey Financial, LLCPark Avenue Securities LLC02-14-2019
Anant S MehtaMML Investors Services, LLCPark Avenue Securities LLC02-13-2019
Reinaldo A IzumiMML Investors Services, LLCPark Avenue Securities LLC02-12-2019
Brett M GattaSecurities America, Inc.Park Avenue Securities LLC02-08-2019
Lucas Brant BreedenParkland Securities, LLCPark Avenue Securities LLC02-08-2019
Marcelle Denise SolimanCentaurus Financial, Inc.Park Avenue Securities LLC$2502-07-2019
Christopher Walter RiceEdward JonesPark Avenue Securities LLC$1002-01-2019
Alesia Jeanne CronkhiteCronkhite Wealth StrategiesPark Avenue Securities LLC01-18-2019
Gregory Robert ColucciMerrill Lynch, Pierce, Fenner & Smith IncorporatedPark Avenue Securities LLC01-18-2019
Stephen Harold StarkMain Street Investors, LLCPark Avenue Securities LLC01-15-2019
Eric Bernard McginleySecurities America, Inc.Park Avenue Securities LLC12-26-2018
Charles Youree Jr.Main Street Investors, LLCPark Avenue Securities LLC12-14-2018
Adil Noorallah MackwaniM&A WealthPark Avenue Securities LLC12-06-2018
Next Page »

Showing 1 to 25 of 45 entries

Page 1 | 2

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.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.