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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Justin Thomas MyersJanney Montgomery Scott LLCAXA Advisors, LLC06-14-2018
William Ford PeckJanney Montgomery Scott LLCBrown Advisory Securities, LLC$10008-17-2018
Michael Salvatore Federico Sr.Janney Montgomery Scott LLCBrown Advisory Securities, LLC$10005-25-2018
Justus C DennerJanney Montgomery Scott LLCChapin, Davis$10012-07-2016
Claudette Louise BoudreauxJanney Montgomery Scott LLCChapin, Davis$15012-07-2016
Leonard M. GreenebaumJanney Montgomery Scott LLCCitigroup Global Markets Inc.$10004-17-2009
Todd Edward MitchellJanney Montgomery Scott LLCCitigroup Global Markets Inc.$10004-17-2009
Carol Greenebaum HessJanney Montgomery Scott LLCCitigroup Global Markets Inc.$15004-17-2009
Robert GaronzikJanney Montgomery Scott LLCCitigroup Global Markets Inc.04-17-2009
Gerald ScheinkerJanney Montgomery Scott LLCCitigroup Global Markets Inc.$10004-15-2009
Kristopher OlenginskiJanney Montgomery Scott LLCCitigroup Global Markets Inc.$10004-15-2009
Richard Allen KeetleyJanney Montgomery Scott LLCCitigroup Global Markets Inc.$15004-15-2009
Joshua Austin ScheinkerJanney Montgomery Scott LLCCitigroup Global Markets Inc.$15004-15-2009
Stephen Michael GoldsteinJanney Montgomery Scott LLCCitigroup Global Markets Inc.$50004-15-2009
Brandon James MonahanJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-05-2019
Kimberly Ann HarrisJanney Montgomery Scott LLCMorgan Stanley01-02-2018
Frederick Adam ZellerJanney Montgomery Scott LLCMorgan Stanley$10004-16-2015
Douglas Paul VelnoskeyJanney Montgomery Scott LLCMorgan Stanley$14511-08-2013
Bryan L CarneyJanney Montgomery Scott LLCMorgan Stanley$25011-08-2013
Alfred Joseph DerenzisJanney Montgomery Scott LLCMorgan Stanley$10006-13-2013
Scott David FordJanney Montgomery Scott LLCMorgan Stanley$50006-13-2013
Allie Lynnette Gamble-TaylorJanney Montgomery Scott LLCRaymond James Financial Services, Inc.$10011-12-2019
James Michael WinnerJanney Montgomery Scott LLCRBC Capital Markets, LLC$10010-29-2015
Michael P. StewartJanney Montgomery Scott LLCRBC Capital Markets, LLC$50004-01-2015
John Todd PaulinyJanney Montgomery Scott LLCRBC Capital Markets, LLC$50004-01-2015
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Showing 1 to 25 of 39 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.