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
Tyler L. SturgillMML Investors Services, LLC1st Global Capital Corp.05-14-2010
John Brooks JohnsonMML Investors Services, LLCA.G.P / Alliance Global Partners02-19-2015
Daniel Stuart WatsonMML Investors Services, LLCAdviseMe National Advisors05-23-2017
Margo Zimmerman FuldMML Investors Services, LLCAegis Capital Corp.08-17-2018
Brian David AndersonMML Investors Services, LLCAIG Capital Services, Inc.03-02-2016
Joseph Anthony SelvaggiMML Investors Services, LLCAllianceBernstein L.P.01-23-2019
Joseph Patrick Dolce IIMML Investors Services, LLCAllianz Life Financial Services, LLC06-17-2019
Faris NagleMML Investors Services, LLCAllianz Life Financial Services, LLC03-25-2019
Timothy Craig MerchantMML Investors Services, LLCAllied Beacon Partners, Inc.12-07-2012
Noelle Chartier BernalMML Investors Services, LLCAllstate Financial Services, LLC03-02-2020
Derick Kenneth SoperMML Investors Services, LLCAllstate Financial Services, LLC01-28-2020
Vibha Janarden RawalMML Investors Services, LLCAllstate Financial Services, LLC01-16-2020
Muthiah Gurusamy SaravananMML Investors Services, LLCAllstate Financial Services, LLC11-01-2019
Robert Benton PennMML Investors Services, LLCAllstate Financial Services, LLC09-11-2019
Joseph Charles FingererMML Investors Services, LLCAllstate Financial Services, LLC05-31-2019
Theodore Rolfs MillerMML Investors Services, LLCAllstate Financial Services, LLC10-31-2018
Carter G. KimMML Investors Services, LLCAllstate Financial Services, LLC09-25-2018
Michael Darnell PorterMML Investors Services, LLCAllstate Financial Services, LLC06-22-2018
James Gregory GoupilMML Investors Services, LLCAllstate Financial Services, LLC05-22-2018
John David HensonMML Investors Services, LLCAllstate Financial Services, LLC04-13-2018
John Edward MurrayMML Investors Services, LLCAllstate Financial Services, LLC02-22-2018
Jennifer S. RossettiniMML Investors Services, LLCAllstate Financial Services, LLC12-19-2017
Robyn Lynell AdamsMML Investors Services, LLCAllstate Financial Services, LLC10-06-2017
Damian Michael CzechorskiMML Investors Services, LLCAllstate Financial Services, LLC07-21-2017
Adam Alan RothmanMML Investors Services, LLCAllstate Financial Services, LLC06-20-2017
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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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.