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 KatylPruco Securities, LLC.Signator Investors, Inc.06-13-2016
Alexander P. PetsisAnthony Petsis & Associates Inc.Signator Investors, Inc.11-05-2018
Christopher Sean HaywardAmeriprise Financial Services, LLCSignator Investors, Inc.$1003-26-2010
Daniel Patrick KellyMorgan StanleySignator Investors, Inc.$1012-14-2009
David B. Fultz Jr.ProEquities, Inc.Signator Investors, Inc.10-17-2018
David Fredric BerdowKestra Investment Services, LLCSignator Investors, Inc.10-26-2011
David Gregory MeschelThe Retirement Group, LLCSignator Investors, Inc.11-18-2015
David Joseph KovichLPL Financial LLCSignator Investors, Inc.10-20-2010
Donald Arthur ScarazzoCambridge Investment Research, Inc.Signator Investors, Inc.07-24-2018
Donald M. Healey Jr.Cambridge Investment Research, Inc.Signator Investors, Inc.07-24-2018
Donald Michael HealeyCambridge Investment Research, Inc.Signator Investors, Inc.$10007-24-2018
Edward Wayne Chess Jr.Ameriprise Financial Services, LLCSignator Investors, Inc.$1003-26-2010
Frank Anthony OrlandoLPL Financial LLCSignator Investors, Inc.$5012-18-2013
Frank Anthony OrlandoMerrill Lynch, Pierce, Fenner & Smith IncorporatedSignator Investors, Inc.09-26-2011
Fred G HorrocksMML Investors Services, LLCSignator Investors, Inc.$1008-12-2016
George R. BelloAmeriprise Financial Services, LLCSignator Investors, Inc.03-26-2010
Gregory AshekianAXA Advisors, LLCSignator Investors, Inc.02-20-2009
Ian P. McLaughlinCharles Schwab & Co., Inc.Signator Investors, Inc.04-09-2018
James A BoyleMML Investors Services, LLCSignator Investors, Inc.06-13-2016
James Christian KaiserAmeriprise Financial Services, LLCSignator Investors, Inc.03-26-2010
Joseph William DicampliBestVest Investments, Ltd.Signator Investors, Inc.02-04-2016
Luke Tyler AustinEdward JonesSignator Investors, Inc.09-15-2017
Margaret Lucille CrosslandHornor, Townsend & Kent, LLCSignator Investors, Inc.$2110-11-2017
Mark Strunk Jr.PNC InvestmentsSignator Investors, Inc.04-23-2012
Matthew Scott WaltersAmeriprise Financial Services, LLCSignator Investors, Inc.02-02-2009
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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.