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
Donatello Dario BollettinoINVEST Financial CorporationMutual of Omaha Investor Services, Inc.10-10-2017
Damian Kerry ReillyINVEST Financial CorporationCapital One Investing, LLC08-28-2017
Joseph MisiewiczINVEST FINANCIAL CORPORATIONMML Investors Services, LLC06-21-2017
Urja S. ShahINVEST Financial CorporationSantander Securities LLC01-12-2017
Judith Ann BufisINVEST Financial CorporationInternational Financial Solutions, Inc.09-20-2016
Clarence Edmund Blanton Jr.INVEST Financial CorporationKovack Securities Inc.$5009-02-2016
Michael John OmelioINVEST Financial CorporationJ.P. Morgan Securities LLC$1008-19-2016
Christopher McfarlandINVEST Financial CorporationCitizens Securities, Inc.08-11-2016
Robert Eugene ScalzettiINVEST Financial CorporationM&T Securities, Inc.08-01-2016
Melissa DineenINVEST Financial CorporationSantander Securities LLC06-27-2016
Thomas ZubryckiINVEST Financial CorporationMerrill Lynch, Pierce, Fenner & Smith Incorporated04-29-2016
William Walter ThomasINVEST Financial CorporationSantander Securities LLC03-02-2016
Edgar Thomas Honey IIIINVEST Financial CorporationSorrento Pacific Financial, LLC02-16-2016
James Vincent Mari Jr.INVEST Financial CorporationVoya Financial Advisors, Inc.01-15-2016
Donna M. WilliamsINVEST Financial CorporationEssex National Securities, LLC12-04-2015
Joseph Alfred LangellaINVEST Financial CorporationStrategic Advisers LLC$5010-13-2015
Richard David VendittiINVEST Financial CorporationCetera Financial Specialists LLC04-16-2015
Trevor A TaylorINVEST Financial CorporationJ.P. Morgan Securities LLC07-19-2013
Anne KraljicINVEST Financial CorporationMerrill Lynch, Pierce, Fenner & Smith Incorporated04-19-2013
James Joseph BorrelliINVEST Financial CorporationAffinity Investment Services, LLC03-12-2013
Felix Ganz Jr.INVEST Financial CorporationAffinity Investment Services, LLC02-08-2013
James Anthony Bartow Jr.INVEST Financial CorporationHornor, Townsend & Kent, LLC$2502-01-2013
Mark John DubelINVEST Financial CorporationAffinity Investment Services, LLC$5001-22-2013
Howard Bruce GolickINVEST Financial CorporationAffinity Investment Services, LLC01-22-2013
Peter Rocco CirilloINVEST Financial CorporationAffinity Investment Services, LLC01-16-2013
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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.