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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Melchor Callueng MartinezAXA Advisors, LLCVoya Financial Advisors, Inc.09-04-2019
Edward Aaron BalfourAXA Advisors, LLCVoya Financial Advisors, Inc.06-01-2017
Michael Justin WolfeAXA Advisors, LLCVoya Financial Advisors, Inc.11-05-2014
Philip Alain MonnierAXA Advisors, LLCVoya Financial Advisors, Inc.07-03-2014
Anthony Michael FlowersAXA Advisors, LLCVoya Financial Advisors, Inc.11-25-2013
Harris Greenfield MandlerAXA Advisors, LLCVoya Financial Advisors, Inc.05-06-2013
James Howard GinsburgAXA Advisors, LLCVoya Financial Advisors, Inc.01-04-2012
Alexis Steffanie ResnickAXA Advisors, LLCVoya Financial Advisors, Inc.01-04-2012
Andrew Jon GalyAXA Advisors, LLCVoya Financial Advisors, Inc.09-09-2009
Kevin Hiroya IshijimaAXA Advisors, LLCVoya Financial Advisors, Inc.03-04-2009
Luke Tien-Lu TungAXA Advisors, LLCVoya Financial Advisors, Inc.02-01-2009
Douglas Michael ZulloAXA Advisors, LLCVoya Financial Advisors, Inc.$10007-13-2017
Zach CouchAXA Advisors, LLCVoya Financial Advisors, Inc.$10008-17-2012
Andrew Justin RaudenbushAXA Advisors, LLCVoya Financial Advisors, Inc.$10004-05-2011
Gregg John BoschAXA Advisors, LLCVoya Financial Advisors, Inc.$10001-04-2011
Ryan Doyle BoschAXA Advisors, LLCVoya Financial Advisors, Inc.$10001-04-2011
Ralph Horton Short Jr.AXA Advisors, LLCVoya Financial Advisors, Inc.$10011-30-2009
Chad Gregory BoschAXA Advisors, LLCVoya Financial Advisors, Inc.$23001-04-2011

Showing 1 to 18 of 18 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.