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
Shaunjoy Kumar SehanobishCitizens Securities, Inc.J.P. Morgan Securities LLC04-01-2020
Souheil Hassib ChalhoubCitizens Securities, Inc.PNC Investments02-18-2020
Travis Jay LacelleCitizens Securities, Inc.PNC Investments01-30-2020
Michael Darren ElmoreCitizens Securities, Inc.Cetera Investment Services LLC01-21-2020
Nathan Michael HartwigCitizens Securities, Inc.AXA Advisors, LLC01-03-2020
Daniel Louis HerzigCitizens Securities, Inc.VALIC Financial Advisors, Inc.12-16-2019
Michelle Lee HansenCitizens Securities, Inc.LPL Financial LLC12-09-2019
Jacob March SchaeferCitizens Securities, Inc.Key Investment Services LLC11-25-2019
Jim Steiner MontgomeryCitizens Securities, Inc.MML Investors Services, LLC11-20-2019
Robert KishCitizens Securities, Inc.MML Investors Services, LLC10-31-2019
Angela Dawn BranardCitizens Securities, Inc.Woodmen Financial Services, Inc.09-13-2019
Paul Ramon KlimkoCitizens Securities, Inc.The Huntington Investment Company09-04-2019
Dean RitzCitizens Securities, Inc.VALIC Financial Advisors, Inc.$2508-28-2019
Morad Jamil ZayedCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-27-2019
Eric John TataCitizens Securities, Inc.Edward Jones08-20-2019
Daniel Thomas BerzinskasCitizens Securities, Inc.W&S Brokerage Services, Inc.08-16-2019
Chelsea Ann HavrillaCitizens Securities, Inc.J.P. Morgan Securities LLC07-23-2019
John R. Hemric Jr.Citizens Securities, Inc.Key Investment Services LLC07-01-2019
Larry Paul MarcusCitizens Securities, Inc.Edward Jones06-18-2019
Todd Robert ReynoldsCitizens Securities, Inc.W&S Brokerage Services, Inc.06-04-2019
Kyle Alexander SleemanCitizens Securities, Inc.LPL Financial LLC04-29-2019
Rade MarichCitizens Securities, Inc.The Huntington Investment Company04-09-2019
Ashley Diane LudwigCitizens Securities, Inc.Principal Securities, Inc.03-22-2019
Lisa Renee RodeCitizens Securities, Inc.Morgan Stanley02-26-2019
Jonathan L. MitchenCitizens Securities, Inc.Northwestern Mutual Investment Services, LLC11-14-2018
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Showing 1 to 25 of 103 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.