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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Edward Arthur McKelvey215 Advisors, LLCVoya Financial Advisors, Inc.08-08-2016
Michael Edward Shelton360 Financial Solutions, LLCVoya Financial Advisors, Inc.05-19-2016
Matthew Wayne MartinsonAdvanced Advisor Group, LLCVoya Financial Advisors, Inc.02-26-2018
Tyler Thomas FrostAdvanced Advisor Group, LLCVoya Financial Advisors, Inc.$2511-01-2017
Joseph Francis BatkiewiczAdvanced Advisor Group, LLCVoya Financial Advisors, Inc.$1009-08-2016
Paul Eugene GustafsonAdvisory Services NetworkVoya Financial Advisors, Inc.07-08-2019
Jeremy GustafsonAdvisory Services NetworkVoya Financial Advisors, Inc.05-01-2019
Tiffany Snell KnappAE Wealth Management, LLCVoya Financial Advisors, Inc.08-23-2018
Craig Jordan PaskowitzAllianceBernstein L.P.Voya Financial Advisors, Inc.01-18-2013
Darren Vincent PattonAllstate Financial Services, LLCVoya Financial Advisors, Inc.12-18-2018
Gregory Michael SmithAllstate Financial Services, LLCVoya Financial Advisors, Inc.09-26-2018
Jerry Parks MooreheadAllstate Financial Services, LLCVoya Financial Advisors, Inc.08-25-2016
Richard Barry FinkelsteinAllstate Financial Services, LLCVoya Financial Advisors, Inc.$2108-11-2016
Claiborne Brunot LagroneAllstate Financial Services, LLCVoya Financial Advisors, Inc.$1004-21-2016
Philip C. RichardAllstate Financial Services, LLCVoya Financial Advisors, Inc.09-09-2015
Gregory David CollingwoodAllstate Financial Services, LLCVoya Financial Advisors, Inc.04-17-2015
Shanda Marie JeffriesAllstate Financial Services, LLCVoya Financial Advisors, Inc.03-07-2014
Jana Lee CowgillAllstate Financial Services, LLCVoya Financial Advisors, Inc.12-16-2013
Robert Tyler HunterAllstate Financial Services, LLCVoya Financial Advisors, Inc.09-18-2012
Peter Ybarra CeledonAllstate Financial Services, LLCVoya Financial Advisors, Inc.07-03-2012
Michael Layne FifeAlphaStar Capital Management, LLCVoya Financial Advisors, Inc.$2510-19-2011
Laura Lee ProvostAltus Investment GroupVoya Financial Advisors, Inc.$1001-18-2013
Sally Ann DavisAmerican Fidelity Securities, Inc.Voya Financial Advisors, Inc.09-23-2017
Marcus BergerAmerican Portfolios Financial Services, Inc.Voya Financial Advisors, Inc.$2512-09-2016
Douglas Karl EverettAmeriprise Financial Services, LLCVoya Financial Advisors, Inc.02-07-2020
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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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.