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
Vincent Robert VicarioSantander Securities LLCEuclid Wealth Management LLC04-26-2019
Bradford C. CorbettSantander Securities LLCTD Ameritrade Investment Management, LLC04-24-2019
Joseph Anthony GonsalvesSantander Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-19-2018
Mohamet BaSantander Securities LLCCitizens Securities, Inc.07-18-2018
Seth J TobiasSantander Securities LLCCitizens Securities, Inc.05-23-2018
Brian Thomas SullivanSantander Securities LLCCitizens Securities, Inc.04-13-2018
Jacquelyn Margaret MillerSantander Securities LLCCitizens Securities, Inc.03-15-2018
Sarah J. AraujoSantander Securities LLCEdward Jones12-15-2017
Daniel Raymond RoseSantander Securities LLCNYLIFE Securities LLC12-04-2017
Jason Allyn RosenbergSantander Securities LLCCitizens Securities, Inc.11-28-2017
Khamla NirandoneSantander Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-16-2017
Colin Downey MurraySantander Securities LLCCitizens Securities, Inc.01-31-2017
Jason Anthony SilvaSantander Securities LLCCitizens Securities, Inc.12-14-2016
Meghavi Damani RoseanSantander Securities LLCJ.P. Morgan Securities LLC08-16-2016
Stephanie Marie RoyalSantander Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-16-2016
Richard Arthur FredricksonSantander Securities LLCNYLIFE Securities LLC01-15-2016
Terence William TinkhamSantander Securities LLCCitizens Securities, Inc.$2509-22-2015
Samuel M. RahebSantander Securities LLCCitizens Securities, Inc.09-09-2015
Dean James Canning Sr.Santander Securities LLCWaddell & Reed06-01-2015
Dana Rothwell JorgensenSantander Securities LLCCitizens Securities, Inc.02-24-2015
Vincent Paul GrimaldiSantander Securities LLCInvestors Capital Corp.02-23-2015
Sheri Ann DelisleSantander Securities LLCPruco Securities, LLC.02-13-2015
Joshua David TattrieSantander Securities LLCMorgan Stanley04-01-2013

Showing 1 to 23 of 23 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.