Advisers on the Move

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
Adam David PaoliHornor, Townsend & Kent, LLCSignator Investors, Inc.07-01-2009
Alan Howard FrymanLPL Financial LLCSignator Investors, Inc.05-31-2011
Allen Peter KurkoParkland Securities, LLCSignator Investors, Inc.$2502-19-2010
Andrew Robert AdamsWaddell & ReedSignator Investors, Inc.04-29-2011
Donna Ann GlavanChase Investment Services Corp.Signator Investors, Inc.04-01-2010
Gregory Linn LavickaCambridge Investment Research, Inc.Signator Investors, Inc.08-05-2014
Jacob Allen PerkinsKestra Investment Services, LLCSignator Investors, Inc.11-20-2018
John Desmond BellJ.P. Morgan Securities LLCSignator Investors, Inc.03-03-2017
John Edward Carl HelmkeThrivent Investment Management Inc.Signator Investors, Inc.08-27-2010
Jose Luis MadrigalLincoln InvestmentSignator Investors, Inc.02-28-2013
Keith Charles PiscitelloInvestment Professionals, Inc.Signator Investors, Inc.05-27-2010
Lawrence Philip JacoxCetera Advisor Networks LLCSignator Investors, Inc.03-13-2015
Louis John Cassara Jr.MML Investors Services, LLCSignator Investors, Inc.10-03-2014
Mark Edward LockyerFidelity Brokerage Services LLCSignator Investors, Inc.09-17-2012
Matthew Jordan StraubHornor, Townsend & Kent, LLCSignator Investors, Inc.$1003-26-2012
Michael Joseph SimmonsCambridge Investment Research, Inc.Signator Investors, Inc.$1011-01-2017
Richard Russell SmithSignator Investors, Inc.Signator Investors, Inc.01-05-2017
Robert James OgnarAllstate Financial Services, LLCSignator Investors, Inc.04-11-2012
Robert Remmington VanslykeOneAmerica Securities, Inc.Signator Investors, Inc.03-23-2018
Ronald A. SchammertAllstate Financial Services, LLCSignator Investors, Inc.02-12-2016
Steve M. KoziolLincoln Financial Advisors CorporationSignator Investors, Inc.$1004-30-2012
Victor Luis PerezJ.P. Morgan Securities LLCSignator Investors, Inc.05-17-2018

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.