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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Mali Gittel PerlCommonwealth Financial NetworkAmeriprise Financial Services, LLC11-26-2018
Michael Joseph MagnaniCommonwealth Financial NetworkAmeriprise Financial Services, LLC07-13-2018
Kevin Francis DegabrielCommonwealth Financial NetworkAmeriprise Financial Services, LLC$1007-13-2018
William Joseph AmatuzzoCommonwealth Financial NetworkAmeriprise Financial Services, LLC07-13-2018
David Paul ZambitoCommonwealth Financial NetworkAmeriprise Financial Services, LLC$2504-20-2018
David Alan PalermoCommonwealth Financial NetworkAmeriprise Financial Services, LLC$2504-20-2018
John Nathan MooseCommonwealth Financial NetworkAmeriprise Financial Services, LLC$5004-20-2018
Nathan Riess WegmanCommonwealth Financial NetworkAmeriprise Financial Services, LLC04-20-2018
Susan Anne PearsonCommonwealth Financial NetworkAmeriprise Financial Services, LLC04-19-2016
Deanna Yvonne MorellCommonwealth Financial NetworkAmeriprise Financial Services, LLC$10002-01-2013
Douglas Adam BoneparthCommonwealth Financial NetworkAmeriprise Financial Services, LLC$10011-16-2012
Cheryl Evans LawlessCommonwealth Financial NetworkAmeriprise Financial Services, LLC06-12-2012
Richard Charles MoldenhauerCommonwealth Financial NetworkAmeritas Investment Company, LLC$10008-15-2016
Brett Alan MoldenhauerCommonwealth Financial NetworkAmeritas Investment Company, LLC08-15-2016
Nicholas Alexander IngoldCommonwealth Financial NetworkAmeritas Investment Company, LLC08-15-2016
Jonathan DombrowskiCommonwealth Financial NetworkAmeritas Investment Company, LLC08-15-2016
Gregory Harris KoteckiCommonwealth Financial NetworkAmeritas Investment Company, LLC08-15-2016
Patrick B. O'ConnellCommonwealth Financial NetworkAmeritas Investment Company, LLC08-15-2016
Mark Andrew BurrCommonwealth Financial NetworkAXA Advisors, LLC10-20-2017
Brent Thomas SchleicherCommonwealth Financial NetworkAXA Advisors, LLC$2508-22-2014
Richard P LavoieCommonwealth Financial NetworkAXA Advisors, LLC$2508-22-2014
Patrick John MahardyCommonwealth Financial NetworkAXA Advisors, LLC$5008-22-2014
Dennis Daniel CoughlinCommonwealth Financial NetworkAXA Advisors, LLC05-19-2009
Amit ChopraCommonwealth Financial NetworkBruderman Brothers LLC06-01-2018
Paul Joseph TramontozziCommonwealth Financial NetworkC&C Trading L.L.C.05-22-2015
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Showing 1 to 25 of 118 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.