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
Elisa D RamosAXA Advisors, LLCVALIC Financial Advisors, Inc.09-10-2019
Christopher David GreearAXA Advisors, LLCVALIC Financial Advisors, Inc.07-16-2018
Ashley Wayne FolkesAXA Advisors, LLCVALIC Financial Advisors, Inc.$10006-15-2018
Michael MageeAXA Advisors, LLCVALIC Financial Advisors, Inc.05-03-2018
Martin J JaworAXA Advisors, LLCVALIC Financial Advisors, Inc.03-28-2018
Sunn Sun YeeAXA Advisors, LLCVALIC Financial Advisors, Inc.10-25-2016
John Carlos GaleAXA Advisors, LLCVALIC Financial Advisors, Inc.08-04-2016
William Patrick O'ConnorAXA Advisors, LLCVALIC Financial Advisors, Inc.02-10-2016
Derek William SichlerAXA Advisors, LLCVALIC Financial Advisors, Inc.04-11-2015
Elizabeth Ann CourtneyAXA Advisors, LLCVALIC Financial Advisors, Inc.04-06-2015
Clinton Ronald BraswellAXA Advisors, LLCVALIC Financial Advisors, Inc.$1004-01-2015
Sandra K. MyersAXA Advisors, LLCVALIC Financial Advisors, Inc.04-01-2015
Alberto Enrique CristanchoAXA Advisors, LLCVALIC Financial Advisors, Inc.$5003-11-2014
James F. ReddingtonAXA Advisors, LLCVALIC Financial Advisors, Inc.$5006-12-2013
Timothy John TuckerAXA Advisors, LLCVALIC Financial Advisors, Inc.02-15-2013
Laura Gail SomerhausenAXA Advisors, LLCVALIC Financial Advisors, Inc.02-04-2013
Christopher Paul HoganAXA Advisors, LLCVALIC Financial Advisors, Inc.01-04-2013
Carol Marie Rodgers-RivirAXA Advisors, LLCVALIC Financial Advisors, Inc.$5011-01-2012
Eric P RichAXA Advisors, LLCVALIC Financial Advisors, Inc.09-28-2012
Danielle Byrd ThompsonAXA Advisors, LLCVALIC Financial Advisors, Inc.08-03-2012
Patrick Jerome MackAXA Advisors, LLCVALIC Financial Advisors, Inc.06-08-2012
Toufik Jebrane BouhamidAXA Advisors, LLCVALIC Financial Advisors, Inc.01-06-2012
Annette Pelfrey KitchenAXA Advisors, LLCVALIC Financial Advisors, Inc.$2512-15-2011
Edward M BuffingtonAXA Advisors, LLCVALIC Financial Advisors, Inc.08-02-2011
Joshua Gregory SchenkerAXA Advisors, LLCVALIC Financial Advisors, Inc.08-02-2011
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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.