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
Logan Michael PethelFidelity Brokerage Services LLCEdward Jones03-26-2020
Joseph Anthony DegongeFidelity Brokerage Services LLCTD Ameritrade, Inc.$15002-21-2020
Jonathan L. HylandFidelity Brokerage Services LLCEdward Jones02-20-2020
Jason A. JonesFidelity Brokerage Services LLCMML Investors Services, LLC02-20-2020
Isaac Ray WhitmoreFidelity Brokerage Services LLCTD Ameritrade Investment Management, LLC02-05-2020
John-Peter Rockwell CurcioFidelity Brokerage Services LLCRaymond James & Associates, Inc.$10010-11-2019
John Sheldon KirklandFidelity Brokerage Services LLCMorgan Stanley05-14-2019
Kenneth Thomas GeraghtyFidelity Brokerage Services LLCUSAA Investment Management Company04-26-2019
Jennifer J MeredithFidelity Brokerage Services LLCUSAA Investment Management Company$5004-25-2019
Todd Elliott SmithFidelity Brokerage Services LLCE*TRADE Capital Management, LLC12-05-2018
Ali H. KasapFidelity Brokerage Services LLCAXA Advisors, LLC10-22-2018
Kyle Williams McClanahanFidelity Brokerage Services LLCOppenheimer & Co. Inc.07-27-2018
Melissa Ann BankesFidelity Brokerage Services LLCSunTrust Investment Services, Inc.$15007-19-2018
William J. NormanFidelity Brokerage Services LLCEdward Jones07-14-2017
Patricia A. HatfieldFidelity Brokerage Services LLCE*TRADE Securities LLC07-06-2017
Carrington John YardeFidelity Brokerage Services LLCCsfbdirect, Inc.01-28-2017
Kristen Diane SidesFidelity Brokerage Services LLCTD Ameritrade Investment Management, LLC11-14-2016
Samuel Manasseh RichmondFidelity Brokerage Services LLCCambridge Investment Research, Inc.08-26-2016
Samuel Reuben ZaretskyFidelity Brokerage Services LLCCsfbdirect, Inc.07-26-2016
Timothy J. GreavesFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-13-2016
Christopher Todd RudzinskiFidelity Brokerage Services LLCSunTrust Investment Services, Inc.01-15-2016
Peter Alan LynchFidelity Brokerage Services LLCCharles Schwab & Co., Inc.10-16-2015
Martin James AspinFidelity Brokerage Services LLCKalos Management08-11-2015
Purav Suresh PatelFidelity Brokerage Services LLCE*TRADE Securities LLC07-21-2015
Matthew Brian LambertFidelity Brokerage Services LLCThe Mutual Fund Store06-17-2015
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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.