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
Dino Berri Jr.Infinex Investments, Inc.Citizens Securities, Inc.02-20-2020
Bryce A. CadwalladerInfinex Investments, Inc.The Huntington Investment Company01-10-2020
Cheri Marie WatsonInfinex Investments, Inc.Morgan Stanley11-22-2019
John Michael MouselInfinex Investments, Inc.LPL Financial LLC11-01-2019
Justin Michael MohrInfinex Investments, Inc.LPL Financial LLC11-01-2019
Edward D. JonesInfinex Investments, Inc.J.P. Morgan Securities LLC08-01-2019
Peter Marlin AndersonInfinex Investments, Inc.Edward Jones05-09-2019
Benjamin C. DrierInfinex Investments, Inc.Wells Fargo Clearing Services, LLC02-01-2019
Jill Louise LindenbergInfinex Investments, Inc.Wells Fargo Clearing Services, LLC02-01-2019
Brian James ColemanInfinex Investments, Inc.PlanMember Securities Corporation01-11-2019
Amy Sue PriceInfinex Investments, Inc.The Huntington Investment Company01-02-2019
Danielle Marie ThompsonInfinex Investments, Inc.Wells Fargo Clearing Services, LLC12-21-2018
Nathan Dean SchmiegeInfinex Investments, Inc.Wells Fargo Clearing Services, LLC12-19-2018
Rebecca Jean ChartierInfinex Investments, Inc.Wells Fargo Clearing Services, LLC12-19-2018
David Lee Mayer Jr.Infinex Investments, Inc.Cetera Investment Services LLC$5010-13-2018
Kristi Lynn HillInfinex Investments, Inc.Investment Professionals, Inc.09-11-2018
Kimberly Sue TinholtInfinex Investments, Inc.Investment Professionals, Inc.09-11-2018
Steven K. WoodcockInfinex Investments, Inc.Investment Professionals, Inc.09-11-2018
Claire R. DuimstraInfinex Investments, Inc.Investment Professionals, Inc.09-11-2018
Jaime Lynn WynsmaInfinex Investments, Inc.INVESTMENT PROFESSIONALS, INC.$2509-11-2018
Deborah Ann BarnesInfinex Investments, Inc.Investment Professionals, Inc.$5009-11-2018
Brian Michael BastienInfinex Investments, Inc.Fifth Third Securities, Inc.08-29-2018
Michael Joseph JenningsInfinex Investments, Inc.LPL Financial LLC$2503-12-2018
Gary Arthur TherrianInfinex Investments, Inc.Fifth Third Securities, Inc.02-09-2018
Bartholomew Timothy MacklerInfinex Investments, Inc.Concorde Investment Services, LLC12-11-2017
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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.