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
Chloe GrandlienardMML Investors Services, LLCMutual of Omaha Investor Services, Inc.02-24-2020
Mi Yeon Yeon KatzMML Investors Services, LLCNYLIFE Securities LLC02-03-2020
Vikas ChandolaMML Investors Services, LLCNYLIFE Securities LLC01-15-2020
William J. MurphyMML Investors Services, LLCFarmers Financial Solutions, LLC01-06-2020
Graeme HartMML Investors Services, LLCHolistic Planners12-05-2019
Keith Anthony ColgroveMML Investors Services, LLCPruco Securities, LLC.10-25-2019
Robert Howard Dawson Jr.MML Investors Services, LLCMorgan Stanley10-22-2019
Jason P. KrupaMML Investors Services, LLCNuveen Securities, LLC08-15-2019
Craig J. CaimiMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC06-17-2019
Benjamin James KagelMML Investors Services, LLCEdward Jones06-12-2019
Matthew Aaron AmbuehlMML Investors Services, LLCPruco Securities, LLC.05-29-2019
Fred Henry SpagatMML Investors Services, LLCNYLIFE Securities LLC04-17-2019
Olumide K Olu-AkintomideMML Investors Services, LLCFarmers Financial Solutions, LLC03-28-2019
Paul T StandringMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC03-13-2019
Gary Campbell MartinMML Investors Services, LLCNYLIFE Securities LLC01-11-2019
Edward Robert Vrablik IIMML Investors Services, LLCLevel Four Advisory Services$10001-08-2019
Thomas James KunkleMML Investors Services, LLCAmerican Trust Investment Services, Inc.$2510-04-2018
Tricia N. BivensMML Investors Services, LLCHerbst Financial Advisors, Inc.07-25-2018
Ross M. KrauseMML Investors Services, LLCEdward Jones$15007-12-2018
Anna M. LeanderMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC01-29-2018
Greg Alan ImhoffMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC01-25-2018
Collin Lance ReatherfordMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC01-25-2018
Christopher Clay MettamMML Investors Services, LLCMML Investors Services, LLC01-22-2018
Micah James LemoineMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC01-12-2018
Ann Therese TodiscoMML Investors Services, LLCPruco Securities, LLC.01-10-2018
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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.