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
Thomas Elmer BodinHarbour Investments, Inc.Pruco Securities, LLC.03-12-2009
Matthew Pascal MullenChase Investment Services Corp.Pruco Securities, LLC.12-01-2009
Brent J. MowinskiVoya Financial Advisors, Inc.Pruco Securities, LLC.01-27-2010
Linda Jane GradyMerrill Lynch, Pierce, Fenner & Smith IncorporatedPruco Securities, LLC.11-21-2011
Adam Joseph DomaskPackerland Brokerage Services, Inc.Pruco Securities, LLC.12-17-2012
Daniel Reid MoehlenpahLPL Financial LLCPruco Securities, LLC.$5010-18-2013
John Stuart BianchiLPL Financial LLCPruco Securities, LLC.10-18-2013
Lisa Eileen DregneSII Investments, Inc.Pruco Securities, LLC.10-22-2013
Steven Joseph SchoederHornor, Townsend & Kent, LLCPruco Securities, LLC.02-11-2014
Gideon Deforest HicksLPL Financial LLCPruco Securities, LLC.02-11-2014
Vantrace Lekeith CastonMutual of Omaha Investor Services, Inc.Pruco Securities, LLC.03-24-2014
Gerald Allen KristGWFS Equities, Inc.Pruco Securities, LLC.04-02-2014
Thomas J. Raspanti Jr.AXA Advisors, LLCPruco Securities, LLC.05-15-2014
Erich David StabelfeldtBMO Harris Financial Advisors, Inc.Pruco Securities, LLC.08-28-2014
Cheryl Joyce AdamsAXA Advisors, LLCPruco Securities, LLC.12-03-2014
Meghan Barbara MarciniakU.S. Bancorp Investments, Inc.Pruco Securities, LLC.01-15-2015
Cory Ralph GravesLPL Financial LLCPruco Securities, LLC.$5005-01-2015
Scott Edward HanadelLPL Financial LLCPruco Securities, LLC.08-03-2015
April Anne PekelAXA Advisors, LLCPruco Securities, LLC.10-08-2015
Andrew William PaulNorthwestern Mutual Investment Services, LLCPruco Securities, LLC.12-18-2015
Eric Ryan LiekLPL Financial LLCPruco Securities, LLC.05-13-2016
Loren Robert BrandrupLPL Financial LLCPruco Securities, LLC.05-13-2016
Matthew James StreckenbachPackerland Brokerage Services, Inc.Pruco Securities, LLC.05-23-2016
Brian L AbildNorthwestern Mutual Investment Services, LLCPruco Securities, LLC.06-03-2016
John Patrick SelasGreat Valley Advisor Group, Inc.Pruco Securities, LLC.$2507-21-2016
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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.