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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Louis Melvin Bell Jr.Pruco Securities, LLC.Ameriprise Financial Services, Inc.$24507-17-2019
John Michael DonnellanPruco Securities, LLC.Questar Capital Corporation$2501-23-2019
Arthur Richard LewisPruco Securities, LLC.Edward Jones$110-09-2018
Russell L. ThompsonPruco Securities, LLC.W&S Brokerage Services, Inc.05-30-2018
HUNTER GROSEPruco Securities, LLC.Independent Financial Partners05-29-2018
Olga Lidia DevaluePruco Securities, LLC.MML Investors Services, LLC$15005-09-2018
Martha Lynn Grimshaw-KillianPruco Securities, LLC.TD Ameritrade Investment Management, LLC04-23-2018
Gerry James CorriganPruco Securities, LLC.MWA Financial Services Inc.$2503-27-2018
Linda Rae LoringPruco Securities, LLC.MML Investors Services, LLC$1002-27-2018
John Jude ButlerPruco Securities, LLC.Allstate Financial Services, LLC$5001-19-2018
Russell Wade HagnerPruco Securities, LLC.Voya Financial Advisors, Inc.$101-17-2018
Sean David RyanPruco Securities, LLC.Nationwide Securities, LLC$2501-04-2018
Stephen Thomas TavanoPruco Securities, LLC.Edward Jones$112-12-2017
Bradley Donnel GayheartPruco Securities, LLC.Brokers International Financial Services, LLC.12-11-2017
Grant Stephen FrederickPruco Securities, LLC.CWA Asset Management Group10-06-2017
Charles Todd GreenblottPruco Securities, LLC.Legend Advisory, LLC09-19-2017
Ronald Timothy KeeganPruco Securities, LLC.AXA Advisors, LLC08-24-2017
Doug L CoadPruco Securities, LLC.Cambridge Investment Research, Inc.08-15-2017
Robert Mark CerritoPruco Securities, LLC.Secure Investment Management, LLC$5006-06-2017
Sandra O Hehir KeirPruco Securities, LLC.GWN Securities Inc.05-24-2017
Todd Richard AbramsPruco Securities, LLC.Principal Securities, Inc.$105-23-2017
Walter Osvaldo VazquezPruco Securities, LLC.Summit Brokerage Services, Inc.$104-28-2017
Michelle Argero MalacinskiPruco Securities, LLC.Trustmont Financial Group, Inc.$5004-21-2017
Ken Anthony BradshawPruco Securities, LLC.Edward Jones$104-11-2017
Edward Robert PlasterPruco Securities, LLC.MML Investors Services, LLC04-04-2017
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Showing 1 to 25 of 95 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.


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