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
Rodney John DeckerChase Investment Services Corp.PNC Investments09-01-2012
Brian K GreggChase Investment Services Corp.BMO Harris Financial Advisors, Inc.07-30-2012
Adam Todd SchoenwaldChase Investment Services Corp.LPL Financial LLC07-30-2012
Raymond Michael RiverasChase Investment Services Corp.BBVA Compass Investment Solutions, Inc.07-09-2012
Mark David MascharkaChase Investment Services Corp.M&I Financial Advisors, Inc.$2507-01-2012
Michael Steven LudlowChase Investment Services Corp.Ameriprise Financial Services, LLC$15005-01-2012
Jon Darwin HartwellChase Investment Services Corp.Morgan Stanley04-01-2012
Brian Andrew OsullivanChase Investment Services Corp.Edward Jones10-01-2011
Kevin Michael WigginsChase Investment Services Corp.Edward Jones$1009-19-2011
Mary Beth HaverlyChase Investment Services Corp.Cetera Investment Services LLC09-01-2011
Nicholas Scott BjorklundChase Investment Services Corp.Edward Jones08-22-2011
Cynthia Marie HermosilloChase Investment Services Corp.Edward Jones07-25-2011
Jaroslaw W PasternakChase Investment Services Corp.Strategic Advisers LLC05-31-2011
Jody L. PulliumChase Investment Services Corp.PNC Investments$15004-27-2011
Adam Joseph ShaverChase Investment Services Corp.Country Capital Management Company03-21-2011
Daniel Lee ReeceChase Investment Services Corp.Stifel, Nicolaus & Company, Incorporated$1003-01-2011
Peter Spiros ArethasChase Investment Services Corp.American Trust Investment Services, Inc.$2501-01-2011
Larry Eugene HerringChase Investment Services Corp.Chase Investment Services Corp.12-20-2010
Jennifer Kate MartinChase Investment Services Corp.Wells Fargo Clearing Services, LLC10-01-2010
Robert Charles LorenzChase Investment Services Corp.Cetera Financial Specialists LLC10-01-2010
Karen Estelle Overcash-GilmoreChase Investment Services Corp.PNC Investments09-01-2010
Jackson Hermon Vandiver IVChase Investment Services Corp.World Group Securities, Inc.08-29-2010
Michael VargaChase Investment Services Corp.New England Securities07-30-2010
Zoriy ReznikovChase Investment Services Corp.Northern Trust Securities, Inc.07-29-2010
Mark Dominic SessaChase Investment Services Corp.Morgan Stanley07-26-2010
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Showing 1 to 25 of 68 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.