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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Yoel KaplowitzAble Wealth Management LLCSecurian Financial Services, Inc.09-05-2018
Brian Patrick BevinsAmerican Portfolios Financial Services, Inc.Securian Financial Services, Inc.12-19-2018
John Joseph DipietroAmeriprise Financial Services, LLCSecurian Financial Services, Inc.01-17-2018
Frank James Savasta IIAXA Advisors, LLCSecurian Financial Services, Inc.12-05-2018
Matthew NiemczykAXA Advisors, LLCSecurian Financial Services, Inc.$10005-03-2012
Francesca Anello MastrandreaAXA Advisors, LLCSecurian Financial Services, Inc.01-06-2009
Ryan Garvey BeliveauCetera Advisors LLCSecurian Financial Services, Inc.05-31-2017
Daniel P Kelleher Jr.Chase Investment Services Corp.Securian Financial Services, Inc.$5005-01-2009
Michael David PerroneChase Investment Services Corp.Securian Financial Services, Inc.05-01-2009
Christopher John DoddsCommonwealth Financial NetworkSecurian Financial Services, Inc.09-26-2018
Jose Luis BlancoEquity Services, Inc.Securian Financial Services, Inc.08-23-2016
Keith R. LovettFCG Advisors, LLCSecurian Financial Services, Inc.01-18-2013
Steven Patrick FordFCG Advisors, LLCSecurian Financial Services, Inc.12-04-2009
Jacob Lance FormanFidelity Brokerage Services LLCSecurian Financial Services, Inc.01-24-2018
Janelle Lauren MauroFidelity Brokerage Services LLCSecurian Financial Services, Inc.05-22-2012
Michael Frank KayFinancial Life Focus, LLCSecurian Financial Services, Inc.$10008-02-2010
Olga Leka RaykhelsonFinancial Life Focus, LLCSecurian Financial Services, Inc.06-30-2010
Hugues RivardFinancial Life Focus, LLCSecurian Financial Services, Inc.06-30-2010
Daniel MulliganHennion & Walsh, Inc.Securian Financial Services, Inc.12-10-2018
Rebecca Ann HofsaessJ.P. Morgan Securities LLCSecurian Financial Services, Inc.09-06-2017
William J Hunt IIIJ.P. Morgan Securities LLCSecurian Financial Services, Inc.03-15-2016
James Christopher WilkesJ.P. Morgan Securities LLCSecurian Financial Services, Inc.12-21-2015
Christopher MalloyJ.P. Morgan Securities LLCSecurian Financial Services, Inc.04-10-2015
Omar Michael OlivieriJ.P. Morgan Securities LLCSecurian Financial Services, Inc.07-22-2014
Christopher Robert IbrahimJanney Montgomery Scott LLCSecurian Financial Services, Inc.01-06-2016
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Showing 1 to 25 of 61 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.