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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael Dean DeleeuwHornor, Townsend & Kent, LLCMML Investors Services, LLC04-08-2020
Joseph David ShalomHornor, Townsend & Kent, LLCMML Investors Services, LLC03-20-2020
Adriana Marie HawkHornor, Townsend & Kent, LLCMML Investors Services, LLC02-07-2020
Jose M. Rodriguez FigueroaHornor, Townsend & Kent, LLCMML Investors Services, LLC01-31-2020
Matthew Jeffrey HopeHornor, Townsend & Kent, LLCMML Investors Services, LLC12-11-2019
William Henry BrockmanHornor, Townsend & Kent, LLCMML Investors Services, LLC12-10-2019
Natalie J. HedrickHornor, Townsend & Kent, LLCMML Investors Services, LLC12-10-2019
Jomo Attiim HyltonHornor, Townsend & Kent, LLCMML Investors Services, LLC11-21-2019
Tremaine BembryHornor, Townsend & Kent, LLCMML Investors Services, LLC10-25-2019
James M GarabedianHornor, Townsend & Kent, LLCMML Investors Services, LLC10-07-2019
Richard Joseph KennellHornor, Townsend & Kent, LLCMML Investors Services, LLC$2508-15-2019
Dennis Michael PalmeriniHornor, Townsend & Kent, LLCMML Investors Services, LLC$2505-06-2019
Daniel Fulton KurtzHornor, Townsend & Kent, LLCMML Investors Services, LLC01-17-2019
William Lewis StanleyHornor, Townsend & Kent, LLCMML Investors Services, LLC$5001-03-2019
Mark Edward HritzHornor, Townsend & Kent, LLCMML Investors Services, LLC12-27-2018
Brandon T. PreeceHornor, Townsend & Kent, LLCMML Investors Services, LLC$2511-28-2018
George H. Aucreman IIIHornor, Townsend & Kent, LLCMML Investors Services, LLC10-22-2018
John David Megaffin Jr.Hornor, Townsend & Kent, LLCMML Investors Services, LLC$2508-31-2018
Christopher Howard LongHornor, Townsend & Kent, LLCMML Investors Services, LLC$10008-08-2018
Anurati Arvind PatelHornor, Townsend & Kent, LLCMML Investors Services, LLC$2507-30-2018
Deepak Kumar MalhotraHornor, Townsend & Kent, LLCMML Investors Services, LLC06-27-2018
Marshall Mayer ShigonHornor, Townsend & Kent, LLCMML Investors Services, LLC$15006-18-2018
William J AtkinsHornor, Townsend & Kent, LLCMML Investors Services, LLC05-08-2018
Paul FriedmanHornor, Townsend & Kent, LLCMML Investors Services, LLC04-20-2018
Michael Louis FeinmanHornor, Townsend & Kent, LLCMML Investors Services, LLC$5004-11-2018
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Showing 1 to 25 of 49 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.