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
Charles George ByronFidelity Brokerage Services LLC1st Global Capital Corp.$104-27-2015
Erin Renee RobbinsFidelity Brokerage Services LLC1st Global Capital Corp.$1004-14-2015
Shane Richard FarinaFidelity Brokerage Services LLCA.G.P / Alliance Global Partners$110-18-2013
Randel Guerra Morris Jr.Fidelity Brokerage Services LLCAbsolute Capital Management, LLC02-13-2017
Alexandra Francesca HolsbergFidelity Brokerage Services LLCADP Broker-Dealer, Inc.02-22-2016
Sharon D. Parker-RobergeFidelity Brokerage Services LLCADP Broker-Dealer, Inc.09-26-2014
Grant D. VahallaFidelity Brokerage Services LLCAdvanced Practice Advisors, LLC07-23-2012
Nicholas Gerard DejohnFidelity Brokerage Services LLCAdvisors Asset Management, Inc.10-17-2011
Sean Thomas RobertsFidelity Brokerage Services LLCAE Wealth Management, LLC05-08-2019
William George ZimmermanFidelity Brokerage Services LLCAIG Capital Services, Inc.04-29-2016
Sarah Mayberry FodreaFidelity Brokerage Services LLCAIG Capital Services, Inc.10-24-2015
Andrew Di Pasquantonio Di GuglielmoFidelity Brokerage Services LLCAIG Capital Services, Inc.07-22-2015
Nicholas Dana StevensFidelity Brokerage Services LLCAllen & Company of Florida, LLC09-08-2009
Sandra A. SambitoFidelity Brokerage Services LLCAllstate Financial Services, LLC03-26-2019
Kent Derek HuntleyFidelity Brokerage Services LLCAllstate Financial Services, LLC12-15-2017
Neal Nathaneal McManusFidelity Brokerage Services LLCAllstate Financial Services, LLC11-03-2015
Ciara Corine MerrimanFidelity Brokerage Services LLCAllstate Financial Services, LLC05-14-2015
Taylor Andrew SkeesFidelity Brokerage Services LLCAllstate Financial Services, LLC12-01-2014
Paul James SullivanFidelity Brokerage Services LLCAllstate Financial Services, LLC05-20-2010
Daniel Roth LeveneFidelity Brokerage Services LLCAllworth Financial, L.P.08-13-2014
Richard Alan Megica Jr.Fidelity Brokerage Services LLCAlly Invest Securities LLC03-28-2011
Kathleen Kemp SantosFidelity Brokerage Services LLCAlt Fund Distributors LLC06-26-2017
Morgan Tirrell RyanFidelity Brokerage Services LLCAltegris Investments, LLC10-14-2013
Niall Owen PattersonFidelity Brokerage Services LLCAmerican Capital Partners, LLC04-01-2015
Jordan Michael TuckerFidelity Brokerage Services LLCAmerican Century Investment Services Inc.06-23-2017
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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.