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.

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

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Nelvine Alfonso OcampoQuestar Capital CorporationVoya Financial Advisors, Inc.03-01-2018
Robert James MillerQuestar Capital CorporationVoya Financial Advisors, Inc.$1012-14-2017
Wayne Joseph TotinQuestar Capital CorporationVoya Financial Advisors, Inc.$2503-30-2017
Stephen Anthony CarboneQuestar Capital CorporationVoya Financial Advisors, Inc.$15003-30-2017
Jesus Alvarez LopezQuestar Capital CorporationVoya Financial Advisors, Inc.10-28-2016
Michael Edward LensakQuestar Capital CorporationVoya Financial Advisors, Inc.05-23-2016
Judy Lynn CopenbargerQuestar Capital CorporationVoya Financial Advisors, Inc.08-26-2015
Cynthia Starr SpekhartQuestar Capital CorporationVoya Financial Advisors, Inc.01-21-2015
Albert George CowellQuestar Capital CorporationVoya Financial Advisors, Inc.$1011-13-2014
Mark J. BushQuestar Capital CorporationVoya Financial Advisors, Inc.$109-17-2014
Mel DennisonQuestar Capital CorporationVoya Financial Advisors, Inc.$108-19-2014
John Olaf Olson Jr.Questar Capital CorporationVoya Financial Advisors, Inc.08-04-2014
Carol Ann WhelanQuestar Capital CorporationVoya Financial Advisors, Inc.12-09-2013
Kent David SalfiQuestar Capital CorporationVoya Financial Advisors, Inc.08-20-2013
Tillman Ralph Meetze Jr.Questar Capital CorporationVoya Financial Advisors, Inc.12-06-2011
Terry Ray BlytheQuestar Capital CorporationVoya Financial Advisors, Inc.$1011-09-2011
Gregory A. EaddyQuestar Capital CorporationVoya Financial Advisors, Inc.12-17-2010
Stephen Bruce LeitzellQuestar Capital CorporationVoya Financial Advisors, Inc.10-26-2010
Charles A. Martinez IIQuestar Capital CorporationVoya Financial Advisors, Inc.$2510-01-2010

Showing 1 to 19 of 19 entries

Page 1

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.