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
Christina Charlene ShawPFS Investments Inc.PFS Investments Inc.02-27-2020
Juanita E OrtizPFS Investments Inc.PFS Investments Inc.01-25-2020
Amanda Kaye RamirezPFS Investments Inc.PFS Investments Inc.01-22-2019
Billy Douglas StephensPFS Investments Inc.PFS Investments Inc.01-22-2018
Christina Charlene ShawPFS Investments Inc.PFS Investments Inc.01-28-2016
David William SeilaPFS Investments Inc.PFS Investments Inc.10-28-2015
Pat Douglas ClinePFS Investments Inc.PFS Investments Inc.06-23-2015
Larry Ray PaulkPFS Investments Inc.PFS Investments Inc.11-11-2014
Gregory Scott WintersPFS Investments Inc.PFS Investments Inc.09-05-2013
David William SeilaPFS Investments Inc.PFS Investments Inc.01-11-2013
Trent Hunter GibsonPFS Investments Inc.PFS Investments Inc.01-11-2013
Clell H. GoodpasterPFS Investments Inc.PFS Investments Inc.07-03-2012
Christina Charlene ShawPFS Investments Inc.PFS Investments Inc.03-09-2012
William Thomas SeilaPFS Investments Inc.PFS Investments Inc.01-17-2012
Patricia Ann HowellPFS Investments Inc.PFS Investments Inc.01-10-2012
Sandra Jeanne PendergraftPFS Investments Inc.PFS Investments Inc.01-09-2012
Leslie Wayne McgeePFS Investments Inc.PFS Investments Inc.01-03-2012
Patricia Ann HowellPFS Investments Inc.PFS Investments Inc.03-07-2011
Mitchell Evan BoozePFS Investments Inc.PFS Investments Inc.03-04-2011
Durfey Thompson Jr.PFS Investments Inc.PFS Investments Inc.01-12-2010
Diane Sheldon WilsonPFS Investments Inc.PFS Investments Inc.02-02-2009

Showing 1 to 21 of 21 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.