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
Andrew Blake EinsteinFidelity Brokerage Services LLCUBS Financial Services Inc.04-20-2020
Heather Lynn ClarkFidelity Brokerage Services LLCUBS Financial Services Inc.04-10-2020
Alyssa T McKennaFidelity Brokerage Services LLCUBS Financial Services Inc.$10003-26-2020
Matthew GarofaloFidelity Brokerage Services LLCUBS Financial Services Inc.03-17-2020
Jessica Elise PendergraftFidelity Brokerage Services LLCUBS Financial Services Inc.02-18-2020
Anthony Benedict Gallo IIIFidelity Brokerage Services LLCUBS Financial Services Inc.08-16-2019
Braxton Tyler SmithFidelity Brokerage Services LLCUBS Financial Services Inc.07-30-2019
Graham C. IrvingFidelity Brokerage Services LLCUBS Financial Services Inc.01-18-2019
Nicholas A Defilippis IIIFidelity Brokerage Services LLCUBS Financial Services Inc.01-03-2019
Alex A WanermanFidelity Brokerage Services LLCUBS Financial Services Inc.09-26-2018
Mallory Lark BarnumFidelity Brokerage Services LLCUBS Financial Services Inc.07-12-2018
Christopher Patrick KinnevyFidelity Brokerage Services LLCUBS Financial Services Inc.05-11-2018
Matthew Robert D'AddarioFidelity Brokerage Services LLCUBS Financial Services Inc.11-01-2015
Lauren Michelle FabryFidelity Brokerage Services LLCUBS Financial Services Inc.08-31-2015
Leanne Faith SchwarzmannFidelity Brokerage Services LLCUBS Financial Services Inc.07-31-2015
Erik Peter CrepeauFidelity Brokerage Services LLCUBS Financial Services Inc.$1006-10-2015
Dean Robert ColvinFidelity Brokerage Services LLCUBS Financial Services Inc.03-05-2015
Marc Andrew LucianiFidelity Brokerage Services LLCUBS Financial Services Inc.02-12-2015
Charles Houston SellonFidelity Brokerage Services LLCUBS Financial Services Inc.$1002-11-2015
Brooke Ashley PackFidelity Brokerage Services LLCUBS Financial Services Inc.02-10-2015
Martin R. BakerFidelity Brokerage Services LLCUBS Financial Services Inc.$5010-15-2014
Christopher Anthony RussoFidelity Brokerage Services LLCUBS Financial Services Inc.08-22-2014
Daniel Mathew McLaughlinFidelity Brokerage Services LLCUBS Financial Services Inc.06-03-2014
Tae KimFidelity Brokerage Services LLCUBS Financial Services Inc.11-25-2013
John Patrick DunnFidelity Brokerage Services LLCUBS Financial Services Inc.02-05-2013
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Showing 1 to 25 of 34 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.