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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Philip J. KehoeForta Financial Group, Inc.Pruco Securities, LLC.06-01-2020
Mark J. LoducaCitizens Securities, Inc.Pruco Securities, LLC.01-02-2020
Christopher Aaron McneesW&S Brokerage Services, Inc.Pruco Securities, LLC.10-17-2019
Brian James SmithCitizens Securities, Inc.Pruco Securities, LLC.08-13-2019
Hunter Thomas Hunter GroseSimplicity WealthPruco Securities, LLC.04-22-2019
Kara A. WilcoxLPL Financial LLCPruco Securities, LLC.04-05-2019
Michael Eugene CarsonLifeMark Securities Corp.Pruco Securities, LLC.04-04-2019
Michael Alan PowellAmeritas Investment Company, LLCPruco Securities, LLC.11-28-2018
Margeline Gwynne TrippEdward JonesPruco Securities, LLC.09-14-2018
Yen Feng McKinneySecurities America, Inc.Pruco Securities, LLC.04-03-2018
Kurt Ryan DavisMML Investors Services, LLCPruco Securities, LLC.01-30-2018
Russell TheisenSecurian Financial Services, Inc.Pruco Securities, LLC.12-14-2017
Lora B. SeifertJ.P. Morgan Securities LLCPruco Securities, LLC.12-11-2017
Martin W. CarmichaelThe O.N. Equity Sales CompanyPruco Securities, LLC.10-27-2017
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.03-22-2017
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. 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 R. BeeryMML Investors Services, LLCPruco Securities, LLC.08-21-2015
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Showing 1 to 25 of 59 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.