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
Zakary CiancioloMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC04-06-2015
Zaina S BankwallaMML Investors Services, LLCRaymond James Financial Services, Inc.01-21-2016
Zachary Sean DavidsonMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC10-26-2016
Zachary OldhamMML Investors Services, LLCVestech Asset Management Inc.11-13-2018
Zachary D. ZendaMML Investors Services, LLCPark Avenue Securities LLC08-13-2013
Zachary Brent MannMML Investors Services, LLCVisionary Wealth Advisors, LLC$25008-04-2016
Yusufali Fidahussein MusajiMML Investors Services, LLCAXA Advisors, LLC07-26-2017
Yueh Hui WalkerMML Investors Services, LLCOneAmerica Securities, Inc.$10004-20-2011
Yeonsook Annie ChoiMML Investors Services, LLCNYLIFE Securities LLC07-16-2015
Yaakov SussmanMML Investors Services, LLCBolton Securities Corporation03-11-2014
Xavier J AngelMML Investors Services, LLCLPL Financial LLC08-26-2011
William Whitney FitzgeraldMML Investors Services, LLCVoya Financial Partners, LLC03-08-2013
William Shane Milton Hall Sr.MML Investors Services, LLCNYLIFE Securities LLC06-16-2017
William Scott BurrellMML Investors Services, LLCNYLIFE Securities LLC08-16-2013
William Robert ParkinsonMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC02-06-2014
William Reginald Mcdowra Jr.MML Investors Services, LLCPark Avenue Securities LLC04-10-2018
William R. HallMML Investors Services, LLCNYLIFE Securities LLC12-13-2018
William Patrick Mulcahy IIIMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC08-27-2015
William P HerbstMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC09-19-2014
William Mills Mills VMML Investors Services, LLCWilbanks Securities, Inc.05-20-2014
William Mercer SchindlerMML Investors Services, LLCLincoln Financial Advisors Corporation$10012-02-2014
William Mchale HarrisonMML Investors Services, LLCGage-Wiley & Co., Inc.04-05-2018
William Louis Holmes IIIMML Investors Services, LLCLPL Financial LLC$10004-01-2010
William Keith SchmidtMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC$10010-13-2015
William Joseph DemarcoMML Investors Services, LLCAXA Advisors, LLC07-31-2014
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Showing 1 to 25 of 2,119 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.