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
Janice Patrice HeinzVALIC Financial Advisors, Inc.Waddell & Reed01-21-2010
Carla Ann MolhoekVALIC Financial Advisors, Inc.Waddell & Reed09-13-2010
Angelo M. BurnsVALIC Financial Advisors, Inc.Waddell & Reed06-16-2011
Eric Scott KofordVALIC Financial Advisors, Inc.Waddell & Reed02-27-2012
Christopher Adam CrowellVALIC Financial Advisors, Inc.Waddell & Reed07-01-2013
Erica Alikapala CortezVALIC Financial Advisors, Inc.Waddell & Reed07-22-2013
Joseph Mark StuderVALIC Financial Advisors, Inc.Waddell & Reed05-29-2014
James Alex ZervogiannisVALIC Financial Advisors, Inc.Waddell & Reed10-29-2014
Timothy John FosterVALIC Financial Advisors, Inc.Waddell & Reed$1002-25-2015
Katherine Jean KennedyVALIC Financial Advisors, Inc.Waddell & Reed03-23-2015
Chase Alexander KulczakVALIC Financial Advisors, Inc.Waddell & Reed09-21-2015
Michael G. AsnisVALIC Financial Advisors, Inc.Waddell & Reed06-16-2016
Michael Patrick WilsonVALIC Financial Advisors, Inc.Waddell & Reed04-11-2017
Christopher Hays WilkinsonVALIC Financial Advisors, Inc.Waddell & Reed08-07-2017
James Francis BarretteVALIC Financial Advisors, Inc.Waddell & Reed09-26-2017
Roel Jao AguinaldoVALIC Financial Advisors, Inc.Waddell & Reed10-30-2017

Showing 1 to 16 of 16 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.