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
Thomas Marshall AllenChase Investment Services Corp.Allstate Financial Services, LLC07-01-2010
Lynne RolfeChase Investment Services Corp.Allstate Financial Services, LLC08-01-2009
Thomas Burling Grant Jr.Chase Investment Services Corp.Ameriprise Financial Services, Inc.$50006-01-2010
Clark Benton Walker BradleyChase Investment Services Corp.Ameriprise Financial Services, Inc.$50008-17-2009
Christopher Michael CaulChase Investment Services Corp.Bentley-Lawrence Securities, Inc.03-01-2009
Ryan Hilary RileyChase Investment Services Corp.Capital Asset Advisory Services, LLC02-01-2011
James Patrick RussellChase Investment Services Corp.Cetera Advisor Networks LLC08-10-2009
Sheri Lynn TurekChase Investment Services Corp.Cetera Investment Services LLC$25008-01-2011
Kevin A SheardChase Investment Services Corp.Charles Schwab & Co., Inc.11-03-2010
Daniel Ronald AndreuzziChase Investment Services Corp.Citigroup Global Markets Inc.$10005-26-2009
Jason James MurphyChase Investment Services Corp.Citizens Securities, Inc.06-01-2012
Matthew John StewartChase Investment Services Corp.Edward Jones11-01-2011
David Alan Van Der KlokChase Investment Services Corp.Edward Jones08-01-2011
Michael C BurrowsChase Investment Services Corp.Edward Jones06-30-2011
Kurtis Wade AbrahamChase Investment Services Corp.Edward Jones06-01-2011
Loren David Cunnington Jr.Chase Investment Services Corp.Edward Jones03-31-2011
Thomas Delbert WhitedChase Investment Services Corp.Edward Jones$10001-01-2011
Zachary R GoldmanChase Investment Services Corp.Fidelity Brokerage Services LLC10-01-2009
Nicholas Jay ThomasChase Investment Services Corp.Fifth Third Securities, Inc.11-01-2011
Sean T JohnsonChase Investment Services Corp.Fifth Third Securities, Inc.$10006-01-2011
Amanda Maye TomasikChase Investment Services Corp.Foresters Financial Services, Inc.05-24-2010
Scott Steven GuzinskiChase Investment Services Corp.Foresters Financial Services, Inc.05-01-2010
Mark A DownChase Investment Services Corp.Foresters Financial Services, Inc.01-19-2010
Derek Steven KrauseChase Investment Services Corp.Foresters Financial Services, Inc.11-01-2009
David Marshall DemallieChase Investment Services Corp.Hantz Financial Services, Inc.$50012-01-2009
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Showing 1 to 25 of 69 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.