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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
James Christopher MylettNYLIFE Securities LLCJ.P. Morgan Securities LLC12-03-2019
Matthew Ryan CoxNYLIFE Securities LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)04-12-2019
Kyle Raymond BeerbohmNYLIFE Securities LLCSecurities America, Inc.$10009-28-2018
David Boatner LongNYLIFE Securities LLCJ.P. Morgan Securities LLC09-26-2017
Thomas Allen EvansNYLIFE Securities LLCLPL Financial LLC06-28-2017
Beau David RodrigueNYLIFE Securities LLCFirst Command Financial Planning, Inc.11-18-2016
Jay Scott Calhoun IINYLIFE Securities LLCPFS Investments Inc.04-20-2016
Anastasia Lynette StanleyNYLIFE Securities LLCRaymond James Financial Services, Inc.06-20-2013
Sydney Lea HaleNYLIFE Securities LLCManaged Account Services, LLC05-22-2012
James Patrick PerryNYLIFE Securities LLCEdward Jones03-21-2011
Michael Weldon McintoshNYLIFE Securities LLCHorace Mann Investors, Inc.07-01-2010
Michael John FulcoNYLIFE Securities LLCMML Investors Services, LLC$50003-31-2010
Gary Joseph BrunsNYLIFE Securities LLCAmeritas Investment Corp.$10005-21-2009

Showing 1 to 13 of 13 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.


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