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
Jason Birdwell TalleyOFG Financial Services, Inc.Signator Investors, Inc.$50001-18-2012
Robert John MillerPrincipal Securities, Inc.Signator Investors, Inc.$10002-13-2012
Rendi Febrianto WijayaMerrill Lynch, Pierce, Fenner & Smith IncorporatedSignator Investors, Inc.02-15-2012
Justin Charles LittlefieldCambridge Investment Research, Inc.Signator Investors, Inc.$10002-23-2012
Jeffrey Jay LambCambridge Investment Research, Inc.Signator Investors, Inc.$10002-28-2012
Jeremy A ArgueCambridge Investment Research, Inc.Signator Investors, Inc.02-28-2012
Osvaldo Delgado Jr.Kovack Securities Inc.Signator Investors, Inc.$10003-09-2012
Ryan Douglas MariniLPL Financial LLCSignator Investors, Inc.$25003-09-2012
Mark Robert BosseyLPL Financial LLCSignator Investors, Inc.$50003-09-2012
Christopher John MoralesKovack Securities Inc.Signator Investors, Inc.03-09-2012
Daniel AlonsoKovack Securities Inc.Signator Investors, Inc.03-15-2012
Thomas J. BalchikLPL Financial LLCSignator Investors, Inc.$10003-21-2012
Matthew Jordan StraubHornor, Townsend & Kent, LLCSignator Investors, Inc.$25003-25-2012
Corey Lee JacksonManning & Napier Investor Services, Inc.Signator Investors, Inc.$10004-02-2012
Ezekiel MeiselsMML Investors Services, LLCSignator Investors, Inc.$25004-06-2012
Cheskel Gottlieb Jr.MML Investors Services, LLCSignator Investors, Inc.04-06-2012
Irwin Moshe JanklowiczMML Investors Services, LLCSignator Investors, Inc.04-06-2012
Shulem EhrenfeldMML Investors Services, LLCSignator Investors, Inc.04-06-2012
Aron KahanMML Investors Services, LLCSignator Investors, Inc.04-06-2012
Aaron KleinMML Investors Services, LLCSignator Investors, Inc.04-06-2012
Robert James OgnarAllstate Financial Services, LLCSignator Investors, Inc.$50004-11-2012
Nicholas Eskinder DawitMerrill Lynch, Pierce, Fenner & Smith IncorporatedSignator Investors, Inc.04-16-2012
Jourdan C ArcillaWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Signator Investors, Inc.04-16-2012
Garry Lee MillardMerrill Lynch, Pierce, Fenner & Smith IncorporatedSignator Investors, Inc.$10004-19-2012
Todd Wayne SwansonRoyal Alliance Associates, Inc.Signator Investors, Inc.$25004-20-2012
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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.