Advisers on the Move

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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Ardit HuruglicaCitizens Securities, Inc.Santander Securities LLC02-26-2019
Brian Matthew DuncanCitizens Securities, Inc.NYLIFE Securities LLC$1010-24-2018
Thomas John VilleneuveCitizens Securities, Inc.NYLIFE Securities LLC08-07-2018
Jordan Reed BrammerCitizens Securities, Inc.MML Investors Services, LLC04-30-2018
Michael David HatemCitizens Securities, Inc.MML Investors Services, LLC04-30-2018
Jason Jeffrey BelyeaCitizens Securities, Inc.Santander Securities LLC01-26-2016
Christopher Robert DubeCitizens Securities, Inc.MML Investors Services, LLC01-14-2016
David Joseph JamesCitizens Securities, Inc.Santander Securities LLC05-22-2015
Marcel Gerard Robidas Jr.Citizens Securities, Inc.MML Investors Services, LLC05-12-2015
Nancy Ann SilvaCitizens Securities, Inc.LPL Financial LLC02-17-2015
Todd Michael FischerCitizens Securities, Inc.MML Investors Services, LLC07-30-2013
John Tyler ClymerCitizens Securities, Inc.Ameriprise Financial Services, Inc.02-07-2012
Terri S. HarbourCitizens Securities, Inc.LPL Financial LLC06-28-2010
John Nandi CasimirCitizens Securities, Inc.TD Wealth Management Services Inc.03-22-2010
John Paine Reger IICitizens Securities, Inc.Ameriprise Financial Services, Inc.03-15-2010
Jayson Laurence SpringCitizens Securities, Inc.Morgan Stanley & Co. LLC$5005-04-2009

Showing 1 to 16 of 16 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.


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