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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Ricky Dewight Whitmire Jr.CUNA Brokerage Services, Inc.PNC Investments07-06-2009
Chris TalpasCUNA Brokerage Services, Inc.Uvest Financial Services Group, Inc.08-06-2009
Eric S. PasquiniCUNA Brokerage Services, Inc.Allstate Financial Services, LLC08-07-2009
Jessica Lee AquilerCUNA Brokerage Services, Inc.INVEST Financial Corporation12-04-2014
Benjamin James SchleicherCUNA Brokerage Services, Inc.Pruco Securities, LLC.02-10-2015
Travis P. StanleyCUNA Brokerage Services, Inc.Nationwide Securities, LLC12-08-2016
Stacey Kea AltemusCUNA Brokerage Services, Inc.Securian Financial Services, Inc.03-14-2017
Richard Lee Chambers Jr.CUNA Brokerage Services, Inc.BCU Wealth Advisors, LLC03-24-2017
Chelsea B RixnerCUNA Brokerage Services, Inc.CUSO Financial Services, L.P.07-13-2018
Joseph David MotisiCUNA Brokerage Services, Inc.Citizens Securities, Inc.07-16-2019
Fielding Scott MillerCUNA Brokerage Services, Inc.Wells Fargo Clearing Services, LLC07-19-2019
Garrett Gustave GilletteCUNA Brokerage Services, Inc.Citizens Securities, Inc.04-06-2020

Showing 1 to 12 of 12 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.