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
Darlene Elaine RoepoundstoneLPL Financial LLCPruco Securities, LLC.07-31-2009
Adam Edwin PrzybyloNorthwestern Mutual Investment Services, LLCPruco Securities, LLC.01-11-2010
Sanjay Manohar WagleLPL Financial LLCPruco Securities, LLC.03-29-2010
Ryan James HaganLPL Financial LLCPruco Securities, LLC.03-29-2010
Stephen Michael DillenderLPL Financial LLCPruco Securities, LLC.$2504-23-2010
Daniel Clay McLaughlinLPL Financial LLCPruco Securities, LLC.$5004-26-2010
Ryan Timothy DavlinLPL Financial LLCPruco Securities, LLC.07-01-2010
Peter Craig LotridgeMetLife Securities Inc.Pruco Securities, LLC.09-09-2010
Brandon C. FreemonFifth Third Securities, Inc.Pruco Securities, LLC.02-08-2011
Michael Wayne CorumPruco Securities, LLC.Pruco Securities, LLC.04-25-2011
Richard Maurice O'SullivanLPL Financial LLCPruco Securities, LLC.08-07-2012
Giacomo Salvatore PalazzoloThe Leaders Group, Inc.Pruco Securities, LLC.02-01-2013
Brian Thomas LapinskiMML Investors Services, LLCPruco Securities, LLC.03-28-2013
Darryl Edward AngelicoThe Leaders Group, Inc.Pruco Securities, LLC.08-20-2013
Mark Alan McDonaldLincoln InvestmentPruco Securities, LLC.$1009-18-2013
Alden Matthews Burnett IIIShankland Financial Advisors, LLCPruco Securities, LLC.11-05-2013
Amber Crystal Gruenloh1st Global Capital Corp.Pruco Securities, LLC.11-12-2013
Michael Lynn LeeMidwestern Securities Trading Company, LLCPruco Securities, LLC.01-29-2014
Aleksandra CukovicJ.P. Morgan Securities LLCPruco Securities, LLC.02-05-2014
Paul N. LekousisNYLIFE Securities LLCPruco Securities, LLC.02-26-2014
Emily Anne ManganaroMML Investors Services, LLCPruco Securities, LLC.05-08-2014
Jamie Lee ChristhilfPNC InvestmentsPruco Securities, LLC.08-19-2014
Monica Helen CookTIAA-CREF Individual & Institutional Services, LLCPruco Securities, LLC.10-16-2014
Peter Josef MorantThe Investment Center, Inc.Pruco Securities, LLC.$1012-01-2014
Debra WoodardMetLife Securities Inc.Pruco Securities, LLC.01-30-2015
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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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.