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
Edward E. Peraria IVEquity Services, Inc.Pruco Securities, LLC.01-06-2020
Thomas L Dolin IIEquity Services, Inc.Pruco Securities, LLC.08-29-2019
Gregory Paul KauschEquity Services, Inc.Pruco Securities, LLC.11-07-2018
Eric GottesmanEquity Services, Inc.Pruco Securities, LLC.09-21-2018
Dustin TuthillEquity Services, Inc.Pruco Securities, LLC.04-10-2018
James Lloyd SpaceEquity Services, Inc.Pruco Securities, LLC.03-28-2018
Robert Nelson LoudEquity Services, Inc.Pruco Securities, LLC.03-13-2018
Philip Michael DaveyEquity Services, Inc.Pruco Securities, LLC.03-07-2018
Christopher Michael DaveyEquity Services, Inc.Pruco Securities, LLC.02-02-2018
Curtis Buren McCullomEquity Services, Inc.Pruco Securities, LLC.01-09-2018
Michael Angelo ColkittEquity Services, Inc.Pruco Securities, LLC.11-06-2017
Thomas Stephen BolanowskiEquity Services, Inc.Pruco Securities, LLC.06-29-2017
James Patrick PowellEquity Services, Inc.Pruco Securities, LLC.02-15-2017
Arthur Edward WhiteEquity Services, Inc.Pruco Securities, LLC.09-30-2016
John David FlynnEquity Services, Inc.Pruco Securities, LLC.08-18-2015
Keith Joseph HariEquity Services, Inc.Pruco Securities, LLC.08-13-2015
Michael V MarinoEquity Services, Inc.Pruco Securities, LLC.$5006-10-2015
Mark Paul D. JuloyaEquity Services, Inc.Pruco Securities, LLC.$2501-20-2015
Schane Pierce GoheenEquity Services, Inc.Pruco Securities, LLC.01-12-2015
Erik A. CokrlicEquity Services, Inc.Pruco Securities, LLC.06-19-2014
Eric D. GoldsteinEquity Services, Inc.Pruco Securities, LLC.04-16-2014
Idris Joe MomohEquity Services, Inc.Pruco Securities, LLC.04-01-2014
James L. Deforest Jr.Equity Services, Inc.Pruco Securities, LLC.08-05-2013
Michael Joseph PelellaEquity Services, Inc.Pruco Securities, LLC.07-13-2012
Evaggelos Leonidas TsambirasEquity Services, Inc.Pruco Securities, LLC.04-16-2009

Showing 1 to 25 of 25 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.