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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Kenneth HaycraftRaymond James & Associates, Inc.USAA Financial Advisors, Inc.$30010-21-2019
Richard Tyler BurkeMorgan StanleyUSAA Financial Advisors, Inc.04-03-2019
Travis Jay MottSchwab Private Client Investment Advisory, Inc.USAA Financial Advisors, Inc.03-09-2018
Jennifer Lynn MccallianEdward JonesUSAA Financial Advisors, Inc.04-13-2017
RYAN EDWARD QUIGLEYMML Investors Services, LLCUSAA Financial Advisors, Inc.04-04-2017
Kathleen Ruth CashattSchwab Private Client Investment Advisory, Inc.USAA Financial Advisors, Inc.04-03-2017
Scott Nathan RasmussenFarmers Financial Solutions, LLCUSAA Financial Advisors, Inc.03-30-2017
Anthony Michael KingMerrill Lynch, Pierce, Fenner & Smith IncorporatedUSAA Financial Advisors, Inc.$25002-17-2017
Garrett Edward EkisSignator Investors, Inc.USAA Financial Advisors, Inc.02-17-2017
Timothy Paul HammondLPL Financial LLCUSAA Financial Advisors, Inc.$10012-08-2016
Ryan Paul Fischer1st Global Capital Corp.USAA Financial Advisors, Inc.11-04-2016
Karli Rae BradleyRetirement Planners of AmericaUSAA Financial Advisors, Inc.07-20-2016
Stephen Alan ShepherdLPL Financial LLCUSAA Financial Advisors, Inc.$10010-20-2015
Jacob G. VersteegVoya Financial Advisors, Inc.USAA Financial Advisors, Inc.07-23-2015
Tiffani Leah Davey1st Global Capital Corp.USAA Financial Advisors, Inc.03-25-2015
Adam Wade WeibelTD Ameritrade Investment Management, LLCUSAA Financial Advisors, Inc.03-14-2014
Andrew E SimmonsMerrill Lynch, Pierce, Fenner & Smith IncorporatedUSAA Financial Advisors, Inc.11-19-2013
Jamin Dishon ArmsteadMerrill Lynch, Pierce, Fenner & Smith IncorporatedUSAA Financial Advisors, Inc.05-16-2013
Brian Charles FrederickStillwater Financial PartnersUSAA Financial Advisors, Inc.04-10-2013
Ryan Neal BattinWaddell & ReedUSAA Financial Advisors, Inc.03-05-2013
Sasiwipa NakdeeAmeriprise Financial Services, Inc.USAA Financial Advisors, Inc.01-15-2013
Charan KhuranaNYLIFE Securities LLCUSAA Financial Advisors, Inc.$50007-10-2012
Todd Dexter MuncyMerrill Lynch, Pierce, Fenner & Smith IncorporatedUSAA Financial Advisors, Inc.09-13-2010
Kathryn M DinsmoreLPL Financial LLCUSAA Financial Advisors, Inc.09-03-2010
Darren James BernardChase Investment Services Corp.USAA Financial Advisors, Inc.$10010-01-2009

Showing 1 to 25 of 25 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.


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