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
Keri Ann AversaPruco Securities, LLC.NYLIFE Securities LLC03-04-2020
Angel L. GulizioPruco Securities, LLC.NYLIFE Securities LLC08-22-2019
Alcira BurgdoerferPruco Securities, LLC.NYLIFE Securities LLC03-21-2019
Robert Steven GershonPruco Securities, LLC.NYLIFE Securities LLC03-13-2019
Rachel BroytmanPruco Securities, LLC.NYLIFE Securities LLC11-30-2018
Shuang GuoPruco Securities, LLC.NYLIFE Securities LLC09-13-2018
Sandra Yvonne GreenPruco Securities, LLC.NYLIFE Securities LLC08-08-2018
Gerald H EisenbergPruco Securities, LLC.NYLIFE Securities LLC06-22-2018
Eric GottesmanPruco Securities, LLC.NYLIFE Securities LLC06-22-2018
Timothy James ColsonPruco Securities, LLC.NYLIFE Securities LLC06-13-2018
Christopher E DowdPruco Securities, LLC.NYLIFE Securities LLC07-03-2017
Merle N. BissoonPruco Securities, LLC.NYLIFE Securities LLC02-24-2017
Andrae Dwayne DelisserPruco Securities, LLC.NYLIFE Securities LLC08-11-2016
Joseph John Lamanna Jr.Pruco Securities, LLC.NYLIFE Securities LLC$50011-07-2014
Stephen Robert O'DonnellPruco Securities, LLC.NYLIFE Securities LLC11-06-2014
Ryan D BierleyPruco Securities, LLC.NYLIFE Securities LLC09-18-2014
Charlene Regina JonasPruco Securities, LLC.NYLIFE Securities LLC02-13-2014
Christine Ann MendzefPruco Securities, LLC.NYLIFE Securities LLC10-14-2013
Kurt Douglas FerrisPruco Securities, LLC.NYLIFE Securities LLC$10008-06-2013
Darrick HokansonPruco Securities, LLC.NYLIFE Securities LLC07-24-2013
Raheel HussainPruco Securities, LLC.NYLIFE Securities LLC06-09-2009

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.