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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Eddy Jovanny ArriazaPFS Investments Inc.J.P. Morgan Securities LLC04-29-2020
Derek EvansPFS Investments Inc.PFS Investments Inc.04-02-2020
Jo G. HollomanPFS Investments Inc.Avantax Investment Services, Inc.03-23-2020
Allan James NicolowPFS Investments Inc.Horace Mann Investors, Inc.03-20-2020
William Perry CrosthwaitePFS Investments Inc.PFS Investments Inc.03-16-2020
Thomas Wesley FryePFS Investments Inc.PFS Investments Inc.03-12-2020
William Grant SpencerPFS Investments Inc.Edward Jones03-05-2020
Paulette Louise BakebergPFS Investments Inc.PFS Investments Inc.03-04-2020
Allen Kevin HunterPFS Investments Inc.SagePoint Financial, Inc.03-04-2020
Christina Charlene ShawPFS Investments Inc.PFS Investments Inc.02-27-2020
Craig W MorrisonPFS Investments Inc.Pruco Securities, LLC.02-13-2020
Joshua William SeyerPFS Investments Inc.PFS Investments Inc.02-08-2020
Robert MareinaPFS Investments Inc.PFS Investments Inc.01-29-2020
Floyd Benny JohnsonPFS Investments Inc.PFS Investments Inc.01-28-2020
Cory Allen St EtiennePFS Investments Inc.PFS Investments Inc.01-28-2020
Jason Douglas AllenPFS Investments Inc.PFS Investments Inc.01-28-2020
Damon Andrew PacyaoPFS Investments Inc.PFS Investments Inc.01-28-2020
Melanie L. LoPFS Investments Inc.PFS Investments Inc.01-28-2020
Monet HarrisPFS Investments Inc.PFS Investments Inc.01-28-2020
Perez GoreePFS Investments Inc.PFS Investments Inc.01-28-2020
Yetzabeth Maria AlvarezPFS Investments Inc.PFS Investments Inc.01-28-2020
Tyeisha Nicole EllisPFS Investments Inc.PFS Investments Inc.01-28-2020
Sheridan LakePFS Investments Inc.PFS Investments Inc.01-27-2020
Harry Frank McClure Jr.PFS Investments Inc.PFS Investments Inc.01-27-2020
Nancy Carolyn JohnsonPFS Investments Inc.PFS Investments Inc.01-27-2020
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Showing 1 to 25 of 1,217 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.