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
Lawrence M. SassoBrokers International Financial Services, LLC.Voya Financial Advisors, Inc.11-02-2011
Kevin James CicciLPL Financial LLCVoya Financial Advisors, Inc.$5012-20-2011
Janel Marie CrossCommonwealth Financial NetworkVoya Financial Advisors, Inc.01-03-2012
Nicholas John NannicelliSantander Securities LLCVoya Financial Advisors, Inc.10-01-2013
James Michael McDonnellLPL Financial LLCVoya Financial Advisors, Inc.12-09-2013
Melinda Lee OlbertInvestors Capital Corp.Voya Financial Advisors, Inc.$5001-02-2014
Kevin C. SchwarzHornor, Townsend & Kent, LLCVoya Financial Advisors, Inc.$108-15-2014
David Eraclio ColettiHornor, Townsend & Kent, LLCVoya Financial Advisors, Inc.10-02-2014
Jeremy John HolcombeTIAA-CREF Individual & Institutional Services, LLCVoya Financial Advisors, Inc.10-06-2014
Karen Sue TerrellInvestors Capital Corp.Voya Financial Advisors, Inc.$1010-21-2014
David Robert BakerMerrill Lynch, Pierce, Fenner & Smith IncorporatedVoya Financial Advisors, Inc.12-03-2014
Steven R. CarpenterMerrill Lynch, Pierce, Fenner & Smith IncorporatedVoya Financial Advisors, Inc.05-01-2015
Bradley Stephen NessNext Financial Group, Inc.Voya Financial Advisors, Inc.$2507-15-2015
Christopher KuhnVoya Financial Advisors, Inc.Voya Financial Advisors, Inc.02-16-2016
Stephanie Lynn CadenheadCharles Schwab & Co., Inc.Voya Financial Advisors, Inc.05-23-2016
Patrick S McCuskerTD Ameritrade Investment Management, LLCVoya Financial Advisors, Inc.$106-13-2016
Natalie Ann ConnellyMerrill Lynch, Pierce, Fenner & Smith IncorporatedVoya Financial Advisors, Inc.08-18-2016
Nicholas Joseph ColantuonoIntegrated Wealth Concepts LLCVoya Financial Advisors, Inc.10-21-2016
Stephen Nicholas ColantuonoIntegrated Wealth Concepts LLCVoya Financial Advisors, Inc.10-25-2016
Barry Page PerkinsVoya Financial Advisors, Inc.Voya Financial Advisors, Inc.01-04-2017
Wendi Chrystina Cowdrey-RagonCUNA Brokerage Services, Inc.Voya Financial Advisors, Inc.05-22-2017
Jeffrey Matthew WoerdemanAmeriprise Financial Services, LLCVoya Financial Advisors, Inc.07-26-2017
Stephen Ross HutterSantander Securities LLCVoya Financial Advisors, Inc.09-13-2017
Daniel Mark DevaneSantander Securities LLCVoya Financial Advisors, Inc.09-22-2017
Christopher J FraineSantander Securities LLCVoya Financial Advisors, Inc.$1010-13-2017
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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.