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
Kevin M DoyleCitizens Securities, Inc.Fifth Third Securities, Inc.08-14-2020
Kevin M DoyleCitizens Securities, Inc.Fifth Third Securities, Inc.08-14-2020
Joshua Lee PotterCitizens Securities, Inc.Royal Alliance Associates, Inc.02-27-2020
Mark J. LoducaCitizens Securities, Inc.Pruco Securities, LLC.01-02-2020
Ehab AghaaCitizens Securities, Inc.Citizens Securities, Inc.12-11-2019
Gregory Mark GerdingCitizens Securities, Inc.Cetera Investment Services LLC12-10-2019
Doyle Jeffrey MosleyCitizens Securities, Inc.Morgan Stanley12-02-2019
Joseph Tedy SoyadCitizens Securities, Inc.The Huntington Investment Company11-10-2019
Thomas Allen GrifforeCitizens Securities, Inc.NYLIFE Securities LLC10-15-2019
Victoria Lyn MiletteCitizens Securities, Inc.United Planners' Financial Services of America A Limited Partner09-26-2019
Fady Gabriel NahhasCitizens Securities, Inc.Farmers Financial Solutions, LLC09-04-2019
Brian James SmithCitizens Securities, Inc.Pruco Securities, LLC.08-13-2019
Nicholas D. FallerCitizens Securities, Inc.AXA Advisors, LLC06-21-2019
Jennifer KiefferCitizens Securities, Inc.The Huntington Investment Company05-30-2019
Matthew M. HolmesCitizens Securities, Inc.Morgan Stanley03-19-2019
Jaclyn M. MullicaCitizens Securities, Inc.PNC Investments02-27-2019
Marcella Ann EvansCitizens Securities, Inc.Avantax Investment Services, Inc.12-18-2018
Melissa A. BellCitizens Securities, Inc.The Huntington Investment Company12-18-2018
Timothy James GilleylenCitizens Securities, Inc.PNC Investments$15010-31-2018
Anthony Paul TucciniCitizens Securities, Inc.PNC Investments10-23-2018
Hari RaoCitizens Securities, Inc.Farmers Financial Solutions, LLC$5009-25-2018
John Joseph Mazzarella Jr.Citizens Securities, Inc.LPL Financial LLC09-07-2018
Daniel Joseph FradetteCitizens Securities, Inc.The Huntington Investment Company08-13-2018
Youssef HodrojCitizens Securities, Inc.J.P. Morgan Securities LLC05-10-2018
Lewis Marlin RoweCitizens Securities, Inc.The Huntington Investment Company$1004-25-2018
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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.