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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
William Nicholus - Braunsley CombsAXA Advisors, LLCAXA Advisors, LLC05-09-2018
Ashley Micheal RowlandAXA Advisors, LLCJ.P. Morgan Securities LLC$111-10-2016
John Eric ClevengerAXA Advisors, LLCWaddell & Reed06-10-2016
Rebecca Speck FosterAXA Advisors, LLCSecurities Management & Research, Inc.$2512-14-2015
Joseph Douglas VandervortAXA Advisors, LLCEdward Jones12-07-2015
Patrick Craig MusgraveAXA Advisors, LLCThe Baker Group, LP10-15-2015
Joseph Wayne HladikAXA Advisors, LLCWaddell & Reed$1008-21-2015
William D. BowersAXA Advisors, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated05-28-2015
Jeremy Caleb McCaslandAXA Advisors, LLCFarmers Financial Solutions, LLC10-21-2014
Michael Jerome VisinaAXA Advisors, LLCPruco Securities, LLC.03-27-2014
Jean Swan HaasAXA Advisors, LLCHorace Mann Investors, Inc.03-10-2014
Steven Odelle LovetteAXA Advisors, LLCPruco Securities, LLC.02-26-2014
Charles Jim DahlgrenAXA Advisors, LLCPruco Securities, LLC.07-24-2012
Leo Benedict FundaroAXA Advisors, LLCPruco Securities, LLC.07-20-2012
Conard Brent TerrellAXA Advisors, LLCArvest Wealth Management11-05-2010
Robert Matthew MeredithAXA Advisors, LLCAdvantage Investment Strategies, Inc.06-24-2010

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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.