Advisers on the Move

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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Fred G HorrocksMML Investors Services, LLCSignator Investors, Inc.$1008-12-2016
Jean Carlo HernandezMML Investors Services, LLCSignator Investors, Inc.03-02-2016
Jose R. Alicea-CruzMML Investors Services, LLCSignator Investors, Inc.02-17-2016
Laurie A CunninghamMML Investors Services, LLCSignator Investors, Inc.10-16-2015
Mark MonkarshMML Investors Services, LLCSignator Investors, Inc.$5008-05-2015
Gregory Linn KaltenbachMML Investors Services, LLCSignator Investors, Inc.11-28-2014
Geoffrey Lane KaltenbachMML Investors Services, LLCSignator Investors, Inc.11-20-2014
Carlos Alberto TemperanMML Investors Services, LLCSignator Investors, Inc.08-20-2014
Remy Dou Del ToroMML Investors Services, LLCSignator Investors, Inc.03-04-2013
Cory H ClairMML Investors Services, LLCSignator Investors, Inc.02-14-2013
Noah Z. KahnMML Investors Services, LLCSignator Investors, Inc.10-01-2012
Jacob KahanMML Investors Services, LLCSignator Investors, Inc.06-04-2012
Moshe FischerMML Investors Services, LLCSignator Investors, Inc.05-17-2012
Ezekiel MeiselsMML Investors Services, LLCSignator Investors, Inc.$2504-06-2012
Cheskel Gottlieb Jr.MML Investors Services, LLCSignator Investors, Inc.04-06-2012
Irwin Moshe JanklowiczMML Investors Services, LLCSignator Investors, Inc.04-06-2012
Shulem EhrenfeldMML Investors Services, LLCSignator Investors, Inc.04-06-2012
Aron KahanMML Investors Services, LLCSignator Investors, Inc.04-06-2012
Aaron KleinMML Investors Services, LLCSignator Investors, Inc.04-06-2012
Piers Land Curry IIMML Investors Services, LLCSignator Investors, Inc.01-17-2012
Celso Q. Rodriguez GonzalezMML Investors Services, LLCSignator Investors, Inc.10-28-2011
Eric Michael PalumboMML Investors Services, LLCSignator Investors, Inc.09-08-2011
Mary Jane SchroederMML Investors Services, LLCSignator Investors, Inc.04-06-2011

Showing 1 to 23 of 23 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.

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