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
Mary Sewell HenriquesPFS Investments Inc.PFS Investments Inc.01-13-2009
Scott P. BroganPFS Investments Inc.PFS Investments Inc.$2501-15-2009
Didacus U NwosuPFS Investments Inc.PFS Investments Inc.01-21-2009
Jimmy Arnett LaraPFS Investments Inc.PFS Investments Inc.01-22-2009
Mathew Otto PoppPFS Investments Inc.PFS Investments Inc.01-22-2009
Anthony Vincent ButeraPFS Investments Inc.PFS Investments Inc.01-23-2009
David Charles WrightPFS Investments Inc.PFS Investments Inc.01-26-2009
Desiderio Eloy TorrezPFS Investments Inc.PFS Investments Inc.01-26-2009
Cornelius B. LecountePFS Investments Inc.PFS Investments Inc.01-27-2009
Robert Milton WatersPFS Investments Inc.PFS Investments Inc.01-28-2009
Wallace Temple BledsoePFS Investments Inc.PFS Investments Inc.01-28-2009
Monique Antoinette MelendezPFS Investments Inc.PFS Investments Inc.01-30-2009
Slauka GondaPFS Investments Inc.PFS Investments Inc.02-02-2009
Diane Sheldon WilsonPFS Investments Inc.PFS Investments Inc.02-02-2009
Donald Roger CrichlowPFS Investments Inc.PFS Investments Inc.02-03-2009
Juan G. TrevinoPFS Investments Inc.PFS Investments Inc.02-04-2009
James Lynn SimmonsPFS Investments Inc.PFS Investments Inc.02-05-2009
Peter Sawyer LarsonPFS Investments Inc.PFS Investments Inc.02-10-2009
Marlon Dave DatePFS Investments Inc.PFS Investments Inc.02-13-2009
Thurlo Tyrone CobbPFS Investments Inc.PFS Investments Inc.02-13-2009
Abel Rangel Jr.PFS Investments Inc.PFS Investments Inc.02-17-2009
Christopher Joseph MuhrPFS Investments Inc.PFS Investments Inc.02-18-2009
Joseph F LefebrePFS Investments Inc.PFS Investments Inc.02-18-2009
Irena KucabPFS Investments Inc.PFS Investments Inc.02-18-2009
Edgardo AvalosPFS Investments Inc.PFS Investments Inc.02-23-2009
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Showing 1 to 25 of 1,216 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.