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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alexander S MacgregorPruco Securities, LLC.Northwestern Mutual Investment Services, LLC02-04-2013
Ryan Andrew HowarthPruco Securities, LLC.Allstate Financial Services, LLC05-27-2015
Dustin Tyler MeadPruco Securities, LLC.Investment Professionals, Inc.07-09-2015
Deborah J SpoonerPruco Securities, LLC.Fifth Third Securities, Inc.12-15-2015
David William SmithPruco Securities, LLC.Allstate Financial Services, LLC02-09-2016
Randal Ray OppenneerPruco Securities, LLC.Thrivent Investment Management Inc.08-31-2016
Jeffrey Oneal SteelePruco Securities, LLC.MetLife Securities Inc.10-05-2016
Vicky Lynn HietalaPruco Securities, LLC.MML Investors Services, LLC08-22-2017
Michelle Lynn HarmPruco Securities, LLC.Hornor, Townsend & Kent, LLC09-19-2017
Patrick John AdamsPruco Securities, LLC.MML Investors Services, LLC10-23-2017
Brent Kristopher McNittPruco Securities, LLC.Allstate Financial Services, LLC01-05-2018
Scott Charles UrquhartPruco Securities, LLC.Allstate Financial Services, LLC01-26-2018
Paul GeymanPruco Securities, LLC.MML Investors Services, LLC$701-30-2018
John Alexander OgrodnickPruco Securities, LLC.Allstate Financial Services, LLC02-01-2018
Robert Lee GoldingPruco Securities, LLC.MML Investors Services, LLC02-08-2018
Damon Jerome DrewPruco Securities, LLC.MML Investors Services, LLC05-16-2018
David MitterPruco Securities, LLC.MML Investors Services, LLC05-30-2018
LauRyn Aisha WilliamsPruco Securities, LLC.Waddell & Reed06-13-2018
James Allen WetherellPruco Securities, LLC.Hantz Financial Services, Inc.$2509-05-2018
Douglas Allen DetmerPruco Securities, LLC.MML Investors Services, LLC11-14-2018
Mark R SteinPruco Securities, LLC.CUNA Brokerage Services, Inc.01-07-2019
Lori Kay BebeePruco Securities, LLC.MML Investors Services, LLC01-28-2019
Scott LoneyPruco Securities, LLC.Cambridge Investment Research, Inc.01-29-2019
Brooks BlackPruco Securities, LLC.MML Investors Services, LLC03-12-2019
Edward Russell FolsomPruco Securities, LLC.MML Investors Services, LLC04-18-2019
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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.