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
Margeline Gwynne TrippEdward JonesPruco Securities, LLC.09-14-2018
Kurt Ryan DavisMML Investors Services, LLCPruco Securities, LLC.01-30-2018
Russell Craig TheisenSecurian Financial Services, Inc.Pruco Securities, LLC.12-14-2017
Zachary Charles AranyosThe Huntington Investment CompanyPruco Securities, LLC.10-09-2017
Robert Bryan BurkeyAllstate Financial Services, LLCPruco Securities, LLC.$2508-18-2017
Rajen S ShethParkland Securities, LLCPruco Securities, LLC.04-04-2017
Matthew Clinton BadeLPL Financial LLCPruco Securities, LLC.$103-22-2017
Sherise Lanay SteeleNational Planning CorporationPruco Securities, LLC.06-09-2016
Randy Lee WalkerAllstate Financial Services, LLCPruco Securities, LLC.05-16-2016
Keith Michael JonesQuestar Capital CorporationPruco Securities, LLC.05-11-2016
Michael K.A. CranksonThe Huntington Investment CompanyPruco Securities, LLC.10-20-2015
Robert Gerald ClickNYLIFE Securities LLCPruco Securities, LLC.10-13-2015
Jeffrey William GeraldsThe O.N. Equity Sales CompanyPruco Securities, LLC.09-14-2015
Brandon Richard BeeryMML Investors Services, LLCPruco Securities, LLC.08-21-2015
Leah Lois FloresMML Investors Services, LLCPruco Securities, LLC.08-14-2015
Rachelle Dawn DebroskeMML Investors Services, LLCPruco Securities, LLC.07-17-2015
Kristan Marie GrosskopfMML Investors Services, LLCPruco Securities, LLC.06-09-2015
Robert Donald Maxwell IIIAllstate Financial Services, LLCPruco Securities, LLC.05-06-2015
Ryan A PepinVoya Financial Advisors, Inc.Pruco Securities, LLC.04-24-2015
Ronell Shron StokesMML Investors Services, LLCPruco Securities, LLC.04-22-2015
Joseph Kenyon OrolimCetera Advisor Networks LLCPruco Securities, LLC.02-27-2015
Brenda Marie OldhamMML Investors Services, LLCPruco Securities, LLC.02-19-2015
Terence Vincent PaulauskisMML Investors Services, LLCPruco Securities, LLC.11-25-2014
Leroy Donald Gates IIIHD Vest Investment ServicesPruco Securities, LLC.10-02-2014
Jinks Wilson Clary IIIAllstate Financial Services, LLCPruco Securities, LLC.$2509-11-2014
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Showing 1 to 25 of 45 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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