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
Chad A. EyrePruco Securities, LLC.LPL Financial LLC04-30-2020
Ahren Richard SchulzPruco Securities, LLC.LPL Financial LLC04-13-2020
Donielle Lynn FowlerPruco Securities, LLC.LPL Financial LLC01-21-2020
Sarah M. ShawPruco Securities, LLC.LPL Financial LLC06-26-2019
David Reid Pringle Jr.Pruco Securities, LLC.LPL Financial LLC06-17-2019
Anna M. WoodPruco Securities, LLC.LPL Financial LLC06-07-2019
David Ellis Harrison Jr.Pruco Securities, LLC.LPL Financial LLC03-07-2019
Stephen Boswell LackeyPruco Securities, LLC.LPL Financial LLC02-12-2019
Jahn Christopher CotyPruco Securities, LLC.LPL Financial LLC11-21-2018
J. Stephen RichardsonPruco Securities, LLC.LPL Financial LLC10-08-2018
Francis Frederick DziennikPruco Securities, LLC.LPL Financial LLC05-23-2018
Sean Francis BelilesPruco Securities, LLC.LPL Financial LLC11-22-2017
Angela Delores MelenovichPruco Securities, LLC.LPL Financial LLC08-11-2017
Scott Leslie MilsteinPruco Securities, LLC.LPL Financial LLC05-30-2017
William Jonathan WilliamsPruco Securities, LLC.LPL Financial LLC05-05-2017
Christopher William LynchPruco Securities, LLC.LPL Financial LLC04-10-2017
Anthony Joseph Pullinzi Jr.Pruco Securities, LLC.LPL Financial LLC08-05-2015
Anel Eleonora MolinaPruco Securities, LLC.LPL Financial LLC07-28-2015
Christopher David JanokPruco Securities, LLC.LPL Financial LLC01-26-2015
Karen Kay GrayPruco Securities, LLC.LPL Financial LLC09-01-2013
David Anthony SelleckPruco Securities, LLC.LPL Financial LLC01-10-2013
Michael Lynn StewartPruco Securities, LLC.LPL Financial LLC12-17-2012
Richard R. LuchiniPruco Securities, LLC.LPL Financial LLC11-07-2011
Matthew Arthur De HerasPruco Securities, LLC.LPL Financial LLC02-17-2009
Laura Elizabeth AshePruco Securities, LLC.LPL Financial LLC$1002-01-2019
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Showing 1 to 25 of 37 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.