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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Kimberly Elaine SaundersGWN Securities Inc.Voya Financial Advisors, Inc.$111-20-2019
Gwendolyn Cornelius RobinsonGWN Securities Inc.Voya Financial Advisors, Inc.07-17-2019
Brandi Lyde WhitfieldGWN Securities Inc.Voya Financial Advisors, Inc.06-03-2019
Odoll Van Williams Jr.GWN Securities Inc.Voya Financial Advisors, Inc.05-21-2019
Carol Lee FosterGWN Securities Inc.Voya Financial Advisors, Inc.01-26-2018
Donald Dean GilsonGWN Securities Inc.Voya Financial Advisors, Inc.01-03-2018
Taylor Legare KollenGWN Securities Inc.Voya Financial Advisors, Inc.08-18-2017
Sharon Ann HolmanGWN Securities Inc.Voya Financial Advisors, Inc.02-06-2017
Linda Olson CorcoranGWN Securities Inc.Voya Financial Advisors, Inc.01-03-2017
Granville Edward Hearn IIIGWN Securities Inc.Voya Financial Advisors, Inc.$1008-04-2016
Clifford Michael GouldGWN Securities Inc.Voya Financial Advisors, Inc.$1001-04-2016
Seth David Beecher ShoresGWN Securities Inc.Voya Financial Advisors, Inc.01-04-2016
William Francis PlumGWN Securities Inc.Voya Financial Advisors, Inc.02-25-2015
Steven Glynn SchrammGWN Securities Inc.Voya Financial Advisors, Inc.09-08-2011
Mark C. TrawickGWN Securities Inc.Voya Financial Advisors, Inc.08-17-2011

Showing 1 to 15 of 15 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.