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
Adam Blake TylerFifth Third Securities, Inc.Signator Investors, Inc.05-11-2010
Adam P. SmithFifth Third Securities, Inc.J.P. Morgan Securities LLC02-13-2015
Adam P. SmithFifth Third Securities, Inc.Chase Investment Services Corp.05-18-2010
Adam R. SlosarFifth Third Securities, Inc.Chase Investment Services Corp.08-01-2011
Amy Marie LincolnFifth Third Securities, Inc.Chase Investment Services Corp.03-10-2009
Andrew F. ZenoFifth Third Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-24-2009
Andrew MartinFifth Third Securities, Inc.Infinex Investments, Inc.03-19-2020
Antonio L. CilloFifth Third Securities, Inc.GWFS Equities, Inc.04-06-2016
Auna Marie KuehnleFifth Third Securities, Inc.Natcity Investments, Inc.11-02-2009
Barry Ronald Heydenberk Jr.Fifth Third Securities, Inc.The O.N. Equity Sales Company02-11-2019
Beth Ann Rough-MarshFifth Third Securities, Inc.The Huntington Investment Company07-18-2018
Bradley Dean RecknagelFifth Third Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-28-2018
Brian Alan CarbaryFifth Third Securities, Inc.Chase Investment Services Corp.01-04-2010
Brian Kenneth LafaveFifth Third Securities, Inc.PNC Investments04-25-2014
Brian Michael BastienFifth Third Securities, Inc.Chase Investment Services Corp.03-25-2011
Brian Patrick ForsFifth Third Securities, Inc.Morgan Stanley$111-30-2009
Bryan Evan BramanFifth Third Securities, Inc.Essex National Securities, LLC10-27-2014
Caleb Christopher DuckworthFifth Third Securities, Inc.The Huntington Investment Company07-03-2019
Chase Lyn Van DamFifth Third Securities, Inc.Edward Jones$1003-08-2011
Christopher Dale MillwardFifth Third Securities, Inc.LPL Financial LLC01-10-2011
Christopher Richard MerrillFifth Third Securities, Inc.LPL Financial LLC08-23-2016
Connette La Shawn LongFifth Third Securities, Inc.Chase Investment Services Corp.01-22-2009
Danielle Erin WorkmanFifth Third Securities, Inc.Morgan Stanley12-21-2017
Danielle Lee HallidayFifth Third Securities, Inc.Chase Investment Services Corp.06-04-2012
Darrell Allen McLaughlinFifth Third Securities, Inc.Fifth Third Securities, Inc.01-16-2013
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Showing 1 to 25 of 119 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.