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
Ayile Patience JonesHSBC Securities (USA) Inc.Pruco Securities, LLC.05-18-2017
Christopher B JacobiHSBC Securities (USA) Inc.Pruco Securities, LLC.07-12-2010
George Michael VisintinHSBC Securities (USA) Inc.Pruco Securities, LLC.11-20-2014
Gregory MehrhoffHSBC Securities (USA) Inc.Pruco Securities, LLC.05-07-2015
Guozhen ZhaoHSBC Securities (USA) Inc.Pruco Securities, LLC.04-13-2017
Inga BekarevaHSBC Securities (USA) Inc.Pruco Securities, LLC.05-14-2015
Justin Stephen BetwardaHSBC Securities (USA) Inc.Pruco Securities, LLC.12-23-2015
Liling HsiehHSBC Securities (USA) Inc.Pruco Securities, LLC.01-30-2015
Lynda ForeseHSBC Securities (USA) Inc.Pruco Securities, LLC.11-08-2016
Philip James CocceHSBC Securities (USA) Inc.Pruco Securities, LLC.10-24-2017
Robindra MahabirHSBC Securities (USA) Inc.Pruco Securities, LLC.01-30-2017
Tighe Francis McCormackHSBC Securities (USA) Inc.Pruco Securities, LLC.11-06-2017
Victoria Grace LabozzettaHSBC Securities (USA) Inc.Pruco Securities, LLC.07-10-2017

Showing 1 to 13 of 13 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.