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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Darryl Andre MckinleyVoya Financial Advisors, Inc.Pruco Securities, LLC.07-01-2019
Sydney H. LaneVALIC Financial Advisors, Inc.Pruco Securities, LLC.10-15-2019
Kyle Brandon StrongVALIC Financial Advisors, Inc.Pruco Securities, LLC.05-28-2015
Jenny Phan LuuTransamerica Financial Advisors, IncPruco Securities, LLC.03-19-2020
Vida Aurelia BurklowTransamerica Financial Advisors, IncPruco Securities, LLC.11-02-2016
Monica Helen CookTIAA-CREF Individual & Institutional Services, LLCPruco Securities, LLC.10-16-2014
Jacqueline Kay MattesonThrivent Investment Management Inc.Pruco Securities, LLC.04-05-2018
Franklin Delano RiveraThrivent Investment Management Inc.Pruco Securities, LLC.10-02-2015
Darryl Edward AngelicoThe Leaders Group, Inc.Pruco Securities, LLC.08-20-2013
Giacomo Salvatore PalazzoloThe Leaders Group, Inc.Pruco Securities, LLC.02-01-2013
Peter Josef MorantThe Investment Center, Inc.Pruco Securities, LLC.$1012-01-2014
Julia Florence AndersonSuperior Financial Services, Inc.Pruco Securities, LLC.$1002-03-2017
Alden Matthews Burnett IIIShankland Financial Advisors, LLCPruco Securities, LLC.11-05-2013
Zachary Craig StefanRaymond James Financial Services, Inc.Pruco Securities, LLC.07-01-2015
Mary Kathleen GreenePruco Securities, LLC.Pruco Securities, LLC.02-27-2020
Michael Wayne CorumPruco Securities, LLC.Pruco Securities, LLC.04-25-2011
Gregory Dean ArnoldPNC InvestmentsPruco Securities, LLC.10-18-2016
Jamie Lee ChristhilfPNC InvestmentsPruco Securities, LLC.08-19-2014
Scott Michael SchauerPark Avenue Securities LLCPruco Securities, LLC.07-17-2017
Paul N. LekousisNYLIFE Securities LLCPruco Securities, LLC.02-26-2014
Adam Edwin PrzybyloNorthwestern Mutual Investment Services, LLCPruco Securities, LLC.01-11-2010
Jonathan Raymond SchulzNorthern Trust Securities, Inc.Pruco Securities, LLC.11-16-2015
Peter N. BedrioNational Securities CorporationPruco Securities, LLC.03-02-2020
Marilu GallegosMutual of America Securities LLCPruco Securities, LLC.08-08-2017
Michael Joseph WitsmanMorgan StanleyPruco Securities, LLC.08-31-2018
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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.