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
Alexander Victor ZouridesEquity Services, Inc.Ameritas Investment Company, LLC$2509-22-2017
Alfred William ScheferEquity Services, Inc.MetLife Securities Inc.05-20-2016
Angelo Louis BuonomoEquity Services, Inc.Hornor, Townsend & Kent, LLC03-01-2017
Anthony David RingstonEquity Services, Inc.Hornor, Townsend & Kent, LLC$2501-10-2012
Anthony Frank GiordanoEquity Services, Inc.American Portfolios Financial Services, Inc.09-12-2014
Anthony Wilfredo AriasEquity Services, Inc.Cetera Advisors LLC10-10-2016
Arthur Edward WhiteEquity Services, Inc.Pruco Securities, LLC.09-30-2016
Benjamin Charles ChamberlainEquity Services, Inc.MML Investors Services, LLC09-03-2015
Brian Anthony BuglinoEquity Services, Inc.MML Investors Services, LLC02-01-2017
Brian Kirk VieselmeyerEquity Services, Inc.MML Investors Services, LLC$2504-04-2019
Brian Robert ReynoldsEquity Services, Inc.Lincoln Financial Advisors Corporation01-08-2016
Brian W. ByrneEquity Services, Inc.National Securities Corporation10-03-2016
Carlo Joseph Marano Jr.Equity Services, Inc.MML Investors Services, LLC04-04-2019
Conor F. BoydEquity Services, Inc.MML Investors Services, LLC04-29-2015
Daniel Jay CantorEquity Services, Inc.MML Investors Services, LLC06-02-2014
Daniel Norman EngelhardtEquity Services, Inc.MML Investors Services, LLC06-11-2013
Daniel Robert MoruzziEquity Services, Inc.MetLife Securities Inc.12-06-2016
Daniel Thomas Di LellaEquity Services, Inc.Hornor, Townsend & Kent, LLC11-06-2018
David Andre LopezEquity Services, Inc.MML Investors Services, LLC08-21-2015
Dianne Eleanor DittmarEquity Services, Inc.MetLife Securities Inc.08-06-2012
Dominick Joseph CiteraEquity Services, Inc.AXA Advisors, LLC$15008-05-2010
Eric GottesmanEquity Services, Inc.Pruco Securities, LLC.09-21-2018
Francis J. DetotaEquity Services, Inc.Chase Investment Services Corp.02-14-2011
Gerald Martin MirraEquity Services, Inc.MML Investors Services, LLC$4404-04-2019
Grace M. CaporaleEquity Services, Inc.Equity Services, Inc.03-27-2017
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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.