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
Nicholas Allen Hudson CantrellCUSO Financial Services, L.P.Santander Securities LLC11-05-2012
Leonard William CannonCUSO Financial Services, L.P.Westminster Financial Securities, Inc.$2502-19-2013
Ryan Raymond LeblancCUSO Financial Services, L.P.New England Securities$1002-24-2014
Aimee Christine MardenCUSO Financial Services, L.P.AXA Advisors, LLC01-04-2016
Michael Paul KirwanCUSO Financial Services, L.P.Citizens Securities, Inc.01-11-2016
Jocelin CesarCUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2511-28-2016
Thomas D. LewisCUSO Financial Services, L.P.Resource Securities LLC12-05-2016
Christopher Albert CasaleCUSO Financial Services, L.P.LPL Financial LLC05-31-2017
Thomas Joseph Omalley Jr.CUSO Financial Services, L.P.Citizens Securities, Inc.04-04-2018
Cooper T. CeruloCUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-08-2018
Dana Scott GrahamCUSO Financial Services, L.P.LPL Financial LLC01-22-2019
Visonja AndrianopoulosCUSO Financial Services, L.P.TIAA-CREF Individual & Institutional Services, LLC10-23-2019

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.