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
Aaron Michael CheesmanLincoln InvestmentSignator Investors, Inc.$1003-11-2016
Adam Dale BrownDawson James Securities, Inc.Signator Investors, Inc.$5006-02-2014
Akhtar Zan SattarLincoln InvestmentSignator Investors, Inc.03-11-2016
Andre Laurence GreenMerrill Lynch, Pierce, Fenner & Smith IncorporatedSignator Investors, Inc.02-18-2011
Andres AlminanaMorgan StanleySignator Investors, Inc.09-12-2013
Audrey Lynn SnellMerrill Lynch, Pierce, Fenner & Smith IncorporatedSignator Investors, Inc.07-20-2011
Barry Michael GilmanLincoln InvestmentSignator Investors, Inc.$1003-11-2016
Bryan S. SandsAvantax Investment Services, Inc.Signator Investors, Inc.07-21-2017
Carl Kenneth PerronWells Fargo Clearing Services, LLCSignator Investors, Inc.05-15-2018
Carlos Alberto TemperanMML Investors Services, LLCSignator Investors, Inc.08-20-2014
Casey R. CaldwellLincoln InvestmentSignator Investors, Inc.03-11-2016
Catherine Murphy LeopoldMorgan StanleySignator Investors, Inc.02-21-2014
Chris Mark KolasinskiPNC InvestmentsSignator Investors, Inc.09-17-2014
Christina Burke ToweryJ.P. Morgan Securities LLCSignator Investors, Inc.06-02-2014
Christopher John MoralesKovack Securities Inc.Signator Investors, Inc.03-09-2012
Cory H ClairMML Investors Services, LLCSignator Investors, Inc.02-14-2013
Daniel AlonsoKovack Securities Inc.Signator Investors, Inc.03-15-2012
Daniel Anthony KoreyPruco Securities, LLC.Signator Investors, Inc.12-20-2016
Daniel John BarboniSecurian Financial Services, Inc.Signator Investors, Inc.12-09-2010
Daniel Ray DarnellCambridge Investment Research, Inc.Signator Investors, Inc.$5001-03-2017
Daniel Vidal AlvarezChase Investment Services Corp.Signator Investors, Inc.05-01-2012
David Edwin GlazeMML Investors Services, LLCSignator Investors, Inc.08-11-2015
Deborah Edelle JamesLincoln InvestmentSignator Investors, Inc.03-11-2016
Emmett Wesley Mankin IVProEquities, Inc.Signator Investors, Inc.$1010-23-2009
Eric Michael HarleyInternational Assets Advisory, LLCSignator Investors, Inc.$1008-11-2016
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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.