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
Fernando L Cains-CardonaAXA Advisors, LLCAXA Advisors, LLC02-25-2020
Toren Joseph NorrisAXA Advisors, LLCAXA Advisors, LLC06-20-2019
Gaetano DanzaAXA Advisors, LLCAXA Advisors, LLC04-30-2019
Steffanie StaplesAXA Advisors, LLCAXA Advisors, LLC04-02-2019
Sergey LyubyatinskiyAXA Advisors, LLCAXA Advisors, LLC02-01-2019
Takeya Lashawn IngramAXA Advisors, LLCAXA Advisors, LLC12-14-2018
Kenneth Russell WebbAXA Advisors, LLCAXA Advisors, LLC$1,00009-20-2018
Robert Allen KingAXA Advisors, LLCAXA Advisors, LLC07-16-2018
Eric Richard TheissAXA Advisors, LLCAXA Advisors, LLC05-31-2018
William Nicholus - Braunsley CombsAXA Advisors, LLCAXA Advisors, LLC05-09-2018
Philip C. MerrillAXA Advisors, LLCAXA Advisors, LLC$104-18-2018
Jason Robert DunfeeAXA Advisors, LLCAXA Advisors, LLC02-16-2018
Erica Nicole NathanAXA Advisors, LLCAXA Advisors, LLC02-12-2018
Joe Alan Williams Jr.AXA Advisors, LLCAXA Advisors, LLC12-22-2017
Michael Lawrence PocyntylukAXA Advisors, LLCAXA Advisors, LLC11-14-2017
Vickie Renee SwansonAXA Advisors, LLCAXA Advisors, LLC09-08-2017
Kenyon Mcallister WagnerAXA Advisors, LLCAXA Advisors, LLC08-22-2017
Michael Dennis DiserioAXA Advisors, LLCAXA Advisors, LLC04-25-2017
Al Stephen LovelaceAXA Advisors, LLCAXA Advisors, LLC$2512-27-2016
Jacob William NortonAXA Advisors, LLCAXA Advisors, LLC09-06-2016
Judy CarsonAXA Advisors, LLCAXA Advisors, LLC06-15-2016
Benjamin Scott RappaportAXA Advisors, LLCAXA Advisors, LLC02-23-2016
David Harold KinneyAXA Advisors, LLCAXA Advisors, LLC12-24-2015
Andrew ClarkeAXA Advisors, LLCAXA Advisors, LLC11-03-2015
Adam Daniel RachmanAXA Advisors, LLCAXA Advisors, LLC10-27-2015
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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.