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
Mohammed Ferhatullah QuraishiSantander Securities LLCSantander Securities LLC03-02-2020
Thomas Edward Hobin Jr.Citizens Securities, Inc.Santander Securities LLC11-01-2019
Margarit TorosyanWells Fargo Clearing Services, LLCSantander Securities LLC07-15-2019
Amelia Judith GageWaddell & ReedSantander Securities LLC06-05-2019
Lukasz G JankoKey Investment Services LLCSantander Securities LLC09-18-2018
Billie Jo McwilliamsInfinex Investments, Inc.Santander Securities LLC05-21-2018
Jonathon TorresMerrill Lynch, Pierce, Fenner & Smith IncorporatedSantander Securities LLC04-11-2018
Carl Austin LaurettiCUNA Brokerage Services, Inc.Santander Securities LLC08-24-2017
Brian J. RodriguesLPL Financial LLCSantander Securities LLC11-17-2016
James Patrick Flynn Jr.Infinex Investments, Inc.Santander Securities LLC09-09-2016
Gina Marie Bert-ZattoCitizens Securities, Inc.Santander Securities LLC07-26-2016
Joseph Nathan MarkimRaymond James Financial Services, Inc.Santander Securities LLC04-04-2016
Ana Paula FonsecaRaymond James Financial Services, Inc.Santander Securities LLC12-21-2015
James Donnelly WalshTIAA-CREF Individual & Institutional Services, LLCSantander Securities LLC11-25-2015
Chad Wilford LangevinTIAA-CREF Individual & Institutional Services, LLCSantander Securities LLC04-13-2015
David Paul DufourLPL Financial LLCSantander Securities LLC11-05-2014
Joseph Cobham Noyes IVCitizens Securities, Inc.Santander Securities LLC05-08-2014
Barbara Lynne Taylor-HatjeMorgan StanleySantander Securities LLC$1004-11-2016
Paul Richard Vegiard Jr.Infinex Investments, Inc.Santander Securities LLC$2506-04-2018
Darpan M. AdhyapakLPL Financial LLCSantander Securities LLC$2504-08-2016
George K. StambouloglouInfinex Investments, Inc.Santander Securities LLC$2501-08-2016
James Bruce StewartMerrill Lynch, Pierce, Fenner & Smith IncorporatedSantander Securities LLC$15008-13-2015

Showing 1 to 22 of 22 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.