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
Kurt GroverPeople's Securities, Inc.Infinex Investments, Inc.04-08-2020
Gina Maria CarranoPeople's Securities, Inc.Infinex Investments, Inc.04-06-2020
Rachel DionnePeople's Securities, Inc.Infinex Investments, Inc.04-03-2020
Greg Thomas Stokes JrPeople's Securities, Inc.Infinex Investments, Inc.04-03-2020
Collin JamesPeople's Securities, Inc.Infinex Investments, Inc.04-03-2020
Gretchen Mary Stranch-CotePeople's Securities, Inc.Infinex Investments, Inc.04-02-2020
Jesse RaymondPeople's Securities, Inc.People's Securities, Inc.01-16-2020
Joshua Alan MozeleskiPeople's Securities, Inc.Infinex Investments, Inc.12-26-2019
Maria Valentine CornicelloPeople's Securities, Inc.Infinex Investments, Inc.12-24-2019
Steven Richard LanierPeople's Securities, Inc.Infinex Investments, Inc.12-23-2019
Lisa A GodboutPeople's Securities, Inc.Infinex Investments, Inc.12-23-2019
Maureen Marie SullivanPeople's Securities, Inc.Infinex Investments, Inc.12-05-2019
William J. FlemingPeople's Securities, Inc.Fidelity Personal and Workplace Advisors07-26-2019
Kiran Kumar DevarapalliPeople's Securities, Inc.Morgan Stanley05-24-2019
Thomas Joseph Omalley Jr.People's Securities, Inc.CUSO Financial Services, L.P.11-28-2018
Matthew Vincent ZambrottaPeople's Securities, Inc.Fidelity Brokerage Services LLC08-09-2018
Jodi Lynn WatsonPeople's Securities, Inc.Key Investment Services LLC07-26-2018
Scott Earl HarrisonPeople's Securities, Inc.Citizens Securities, Inc.06-08-2018
Garett C. CerasoPeople's Securities, Inc.Fidelity Brokerage Services LLC04-20-2018
Folson AlmezyPeople's Securities, Inc.People's Securities, Inc.02-13-2018
Melissa AntonucciPeople's Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-26-2017
Alex Han Joo KimPeople's Securities, Inc.EF Legacy Securities, LLC$15009-12-2017
William Thomas Spencer Sr.People's Securities, Inc.Ing Direct Investing, Inc.06-21-2017
Jessica Chappell MailliePeople's Securities, Inc.Vanguard Marketing Corporation02-07-2017
Marcus William GollenbergPeople's Securities, Inc.Thrivent Investment Management Inc.12-07-2016
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Showing 1 to 25 of 87 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.