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
Marcella Ann EvansCitizens Securities, Inc.Avantax Investment Services, Inc.$10012-18-2018
Nathan Michael HartwigCitizens Securities, Inc.AXA Advisors, LLC01-03-2020
Nicholas D. FallerCitizens Securities, Inc.AXA Advisors, LLC06-21-2019
Gregory Alexander KortCitizens Securities, Inc.B. Riley Wealth Management01-13-2017
Brandon Marshall CableCitizens Securities, Inc.Cetera Investment Advisers LLC$15001-07-2016
Gregory Mark GerdingCitizens Securities, Inc.Cetera Investment Services LLC12-10-2019
Jeffery Robin LevineCitizens Securities, Inc.Comerica Securities07-01-2015
Amy Elizabeth YesnachCitizens Securities, Inc.CUSO Financial Services, L.P.02-15-2017
Roberto Ricardo RizzaCitizens Securities, Inc.CUSO Financial Services, L.P.09-08-2015
Adam Robert FreundCitizens Securities, Inc.Edward Jones$10007-26-2011
Robert L Baker Jr.Citizens Securities, Inc.Essex National Securities, LLC$10004-12-2016
Fady Gabriel NahhasCitizens Securities, Inc.Farmers Financial Solutions, LLC09-04-2019
Hari K RaoCitizens Securities, Inc.Farmers Financial Solutions, LLC$50009-25-2018
Daniel Richard DakroubCitizens Securities, Inc.Fifth Third Securities, Inc.04-20-2018
James Matthew TafelskiCitizens Securities, Inc.Fifth Third Securities, Inc.$96009-01-2017
Jeffrey John VotrubaCitizens Securities, Inc.Fifth Third Securities, Inc.$10003-03-2017
Teal Rose ChristoffersenCitizens Securities, Inc.Foresters Financial Services, Inc.11-22-2016
Jacqueline Thuyle TranCitizens Securities, Inc.Infinex Investments, Inc.$25003-01-2018
Mark William JannottCitizens Securities, Inc.Infinex Investments, Inc.04-06-2017
Elizabeth Ann BarberCitizens Securities, Inc.INVEST Financial Corporation$50008-11-2014
Youssef HodrojCitizens Securities, Inc.J.P. Morgan Securities LLC05-10-2018
Vanessa S ScottCitizens Securities, Inc.J.P. Morgan Securities LLC03-26-2018
Andrew Richard DusenburyCitizens Securities, Inc.J.P. Morgan Securities LLC03-22-2018
Beth Jannette BrooksCitizens Securities, Inc.J.P. Morgan Securities LLC$10009-28-2016
Carly Diane WaltersCitizens Securities, Inc.J.P. Morgan Securities LLC06-02-2016
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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.