Advisers on the Move

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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Keith Christopher WrenAXA Advisors, LLCAllstate Financial Services, LLC06-16-2015
Kristopher TaubaldAXA Advisors, LLCBarclays Capital Inc.09-13-2013
Yury MenbaevAXA Advisors, LLCDavid Lerner Associates, Inc.08-15-2017
William James BrennerAXA Advisors, LLCEdward Jones11-20-2017
Jeffrey Guy WedgeworthAXA Advisors, LLCEdward Jones04-01-2009
Kevin N. DolanAXA Advisors, LLCGarden State Securities, Inc.05-25-2018
Edward John LaneAXA Advisors, LLCIndustrial and Commercial Bank of China Financial Services LLC06-22-2018
Adam Thomas KazalskiAXA Advisors, LLCInternational Planning Alliance, LLC08-12-2011
Michael Albert MuzikarAXA Advisors, LLCINVEST Financial Corporation11-14-2017
Cameron R. MolifuaAXA Advisors, LLCJ.P. Morgan Securities LLC01-17-2019
Kenneth Ray SpearsAXA Advisors, LLCJ.P. Morgan Securities LLC03-30-2018
Catherine Gloria CoyneAXA Advisors, LLCLincoln Investment09-15-2016
Arnold Herbert KaminerAXA Advisors, LLCLPL Financial LLC11-27-2012
Christopher John BakerAXA Advisors, LLCMacquarie Capital (USA) Inc.08-07-2018
James P Byrne IIAXA Advisors, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-31-2012
David N MebsAXA Advisors, LLCMetLife Securities Inc.07-22-2016
Russell Joseph ColosiAXA Advisors, LLCMML Investors Services, LLC12-12-2017
Richard James JansonAXA Advisors, LLCMML Investors Services, LLC$8707-24-2017
Stephen McGahranAXA Advisors, LLCMorgan Stanley$2505-24-2018
Matthew Robert SpeedyAXA Advisors, LLCMorgan Stanley$2510-26-2009
Benjamin Adam FelicelliAXA Advisors, LLCMorgan Stanley10-26-2009
David P FeeneyAXA Advisors, LLCNationwide Securities, LLC01-01-2010
Gregory Gerard CooperAXA Advisors, LLCNorthwestern Mutual Investment Services, LLC02-21-2012
Henry Salim YoussefAXA Advisors, LLCNYLIFE Securities LLC10-03-2012
Mahul Jitendra BalarAXA Advisors, LLCNYLIFE Securities LLC09-05-2012
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Showing 1 to 25 of 42 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.

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