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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jeremy Michael EvensCitizens Securities, Inc.Pruco Securities, LLC.08-27-2020
Jeremy Michael EvensCitizens Securities, Inc.Pruco Securities, LLC.08-26-2020
George D. YoungCitizens Securities, Inc.Pruco Securities, LLC.08-12-2020
Mark J. LoducaCitizens Securities, Inc.Pruco Securities, LLC.01-02-2020
Mark Chrstopher ZonnoCitizens Securities, Inc.Pruco Securities, LLC.$15011-27-2019
Jeffrey S. KingCitizens Securities, Inc.Pruco Securities, LLC.09-16-2019
Thomas George EganCitizens Securities, Inc.Pruco Securities, LLC.08-27-2019
Guido Andrew Dipietro IIICitizens Securities, Inc.Pruco Securities, LLC.08-27-2019
Brian James SmithCitizens Securities, Inc.Pruco Securities, LLC.08-13-2019
Tyler Paul BlakeCitizens Securities, Inc.Pruco Securities, LLC.03-28-2019
Khamla NirandoneCitizens Securities, Inc.Pruco Securities, LLC.02-19-2019
Biren PatelCitizens Securities, Inc.Pruco Securities, LLC.02-19-2019
Michelle Lee DubenaCitizens Securities, Inc.Pruco Securities, LLC.09-20-2018
Jose Velazquez-RamosCitizens Securities, Inc.Pruco Securities, LLC.09-05-2018
Clement Michael RinaldiCitizens Securities, Inc.Pruco Securities, LLC.02-22-2018
Glenn Thomas GrosekCitizens Securities, Inc.Pruco Securities, LLC.$15012-01-2017
Oleksandr MarkinCitizens Securities, Inc.Pruco Securities, LLC.09-25-2017
Ryan J. PinardCitizens Securities, Inc.Pruco Securities, LLC.08-16-2017
Evan A YampolskyCitizens Securities, Inc.Pruco Securities, LLC.08-04-2017
Timothy Vaughn ScottCitizens Securities, Inc.Pruco Securities, LLC.03-13-2017
Adam Michael BakerCitizens Securities, Inc.Pruco Securities, LLC.02-27-2017
Kiley R EisenbiseCitizens Securities, Inc.Pruco Securities, LLC.11-04-2016
Luis Angel CottoCitizens Securities, Inc.Pruco Securities, LLC.06-14-2016
Clint August KakalecikCitizens Securities, Inc.Pruco Securities, LLC.10-10-2015
Mark Alan ScottCitizens Securities, Inc.Pruco Securities, LLC.$104-20-2015
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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.