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
Matthew J FuchsCitizens Securities, Inc.Barings Securities LLC$104-03-2020
John D. BeauregardCitizens Securities, Inc.Citizens Securities, Inc.02-07-2020
Robert A MunozCitizens Securities, Inc.Citizens Securities, Inc.12-13-2019
Michael SantosCitizens Securities, Inc.Citizens Securities, Inc.12-02-2019
Cameron Thomas CullenCitizens Securities, Inc.MML Investors Services, LLC10-08-2019
Stephanie Rae BurdettCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-07-2019
Christopher P. JacksonCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-07-2019
Melanie Lisa MagillCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2504-01-2019
Cory W. RasmussenCitizens Securities, Inc.Santander Securities LLC02-25-2019
Khamla NirandoneCitizens Securities, Inc.Pruco Securities, LLC.02-19-2019
Meghan Howland ForresterCitizens Securities, Inc.Santander Securities LLC11-05-2018
Kyle WoodCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-01-2018
William J. HanganCitizens Securities, Inc.Wealth Management Resources, Inc.10-01-2018
Michael Patrick HoganCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2508-02-2018
Gerald Lepain Jr.Citizens Securities, Inc.AXA Advisors, LLC07-26-2018
Julian MurciaCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-29-2018
George N. PanagosCitizens Securities, Inc.NYLIFE Securities LLC06-26-2018
Jason M PlattCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-29-2018
Greg Joseph VoccioCitizens Securities, Inc.Royal Alliance Associates, Inc.05-23-2018
Dalesca JimenezCitizens Securities, Inc.Santander Securities LLC05-16-2018
Keith Wilson BurdenCitizens Securities, Inc.First Dominion Capital Corp.05-01-2018
Meghavi Damani RoseanCitizens Securities, Inc.Santander Securities LLC02-08-2018
Peter Damien WrightCitizens Securities, Inc.Signator Investors, Inc.$5002-01-2018
Nancy MichelettiCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-03-2017
Brett M HosneyCitizens Securities, Inc.Voya Financial Advisors, Inc.08-28-2017
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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.