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
Wayne Dean CraryParkland Securities, LLCPruco Securities, LLC.06-17-2019
Adriana Marie HawkMML Investors Services, LLCPruco Securities, LLC.06-17-2019
Joshua Minaya NelmsMutual of Omaha Investor Services, Inc.Pruco Securities, LLC.06-14-2019
Timothy Liam DevlinLifePro Asset ManagementPruco Securities, LLC.06-13-2019
Garry Eugene Tapler Jr.Mutual of Omaha Investor Services, Inc.Pruco Securities, LLC.$2506-12-2019
Hardeep SinghFarmers Financial Solutions, LLCPruco Securities, LLC.06-12-2019
Joseph George DonigerBrokers International Financial Services, LLC.Pruco Securities, LLC.06-11-2019
Barry Lawrence ConoverMutual of Omaha Investor Services, Inc.Pruco Securities, LLC.$2506-07-2019
Gregory Richard SchollesW&S Brokerage Services, Inc.Pruco Securities, LLC.06-05-2019
Robert Michael PhebusEdward JonesPruco Securities, LLC.06-05-2019
Stephen Donald CampbellPNC InvestmentsPruco Securities, LLC.06-04-2019
Michael CojoceaAmeritas Investment Company, LLCPruco Securities, LLC.06-04-2019
Matthew Aaron AmbuehlMML Investors Services, LLCPruco Securities, LLC.05-29-2019
Nathan Ryan NovotnyBBVA Securities Inc.Pruco Securities, LLC.05-28-2019
Mayo M. WoodwardSA Stone Wealth Management Inc.Pruco Securities, LLC.05-28-2019
Ronald Patrick MajewskiPruco Securities, LLC.Pruco Securities, LLC.05-28-2019
Colin O'MalleyJ.P. Morgan Securities LLCPruco Securities, LLC.05-22-2019
Aaron Michael KatylLPL Financial LLCPruco Securities, LLC.05-17-2019
Roger James BlundellNew England Tactical Investments LLCPruco Securities, LLC.05-17-2019
Robert D. KinneyTIAA-CREF Individual & Institutional Services, LLCPruco Securities, LLC.05-16-2019
Michael A. AshtonAllstate Financial Services, LLCPruco Securities, LLC.05-14-2019
Maurice Bernard SpringerAllstate Financial Services, LLCPruco Securities, LLC.05-10-2019
Samuel KnightOxinas Partners Wealth ManagementPruco Securities, LLC.05-08-2019
Scott G WeberKey Investment Services LLCPruco Securities, LLC.05-07-2019
Antonio John PollinoNYLIFE Securities LLCPruco Securities, LLC.05-06-2019
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Showing 1 to 25 of 211 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.