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
Mark O. KimPruco Securities, LLC.Transamerica Financial Advisors, Inc08-23-2019
Angel L. GulizioPruco Securities, LLC.NYLIFE Securities LLC08-22-2019
Benjamin Andrew ClancyPruco Securities, LLC.Edward Jones08-22-2019
Sergio Jude Mejia Sr.Pruco Securities, LLC.Nationwide Investment Services Corporation08-21-2019
Robert Eustace Schuler IIPruco Securities, LLC.Morgan Stanley08-21-2019
Randy Wade FeehanPruco Securities, LLC.VALIC Financial Advisors, Inc.08-20-2019
Keith LomenPruco Securities, LLC.Allstate Financial Services, LLC$1008-19-2019
Charles Sebastian ClaussenPruco Securities, LLC.HighTower Securities, LLC08-19-2019
David Norman BrownPruco Securities, LLC.Mutual of Omaha Investor Services, Inc.$5008-15-2019
Kevin Michael WigginsPruco Securities, LLC.Nationwide Securities, LLC08-15-2019
Robert Wayne HopkinsPruco Securities, LLC.State Farm VP Management Corp.08-14-2019
Mohamed DebbaghPruco Securities, LLC.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-14-2019
Matthew Ryan McCleesePruco Securities, LLC.Arcadia Financial Partners, LLC08-13-2019
Leroy Orlando Summers Jr.Pruco Securities, LLC.MML Investors Services, LLC08-13-2019
Stephen Christopher BrodeurPruco Securities, LLC.Vanguard Marketing Corporation08-13-2019
Jeffrey William BelotPruco Securities, LLC.Allstate Financial Services, LLC08-12-2019
Brian Kang LeePruco Securities, LLC.Securian Financial Services, Inc.08-12-2019
John Joseph LynchPruco Securities, LLC.PFS Investments Inc.08-07-2019
Alexandra Morgan SalePruco Securities, LLC.AXA Advisors, LLC08-06-2019
Arjay Sy IgnacioPruco Securities, LLC.Securian Financial Services, Inc.$5008-05-2019
Louis Arnold La Medica Jr.Pruco Securities, LLC.Nationwide Securities, LLC08-02-2019
George Anthony PirronePruco Securities, LLC.NYLIFE Securities LLC08-01-2019
Timothy James BosworthPruco Securities, LLC.Bankers Life Advisory Services, Inc.08-01-2019
Vincent Nicholas MartinoPruco Securities, LLC.Empire Asset Management Company07-31-2019
Jeffry R GibsonPruco Securities, LLC.Edward Jones07-31-2019
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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.