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
Bryon Trent KnuthSecurian Financial Services, Inc.Ameriprise Financial Services, Inc.09-15-2017
Bradford Willis LoucksSecurian Financial Services, Inc.Ameriprise Financial Services, Inc.$5007-15-2016
Christopher Michael ManziSecurian Financial Services, Inc.Ameriprise Financial Services, Inc.06-13-2016
Todd Lance DreyerSecurian Financial Services, Inc.Ameriprise Financial Services, Inc.$7202-17-2016
Mark Louis MerlottiSecurian Financial Services, Inc.Aon Securities LLC12-24-2014
Scott Alan AndershSecurian Financial Services, Inc.AXA Advisors, LLC01-25-2019
Diane SantoninoSecurian Financial Services, Inc.AXA Advisors, LLC11-20-2018
Bryan Paul LadrowSecurian Financial Services, Inc.AXA Advisors, LLC$2509-02-2016
Michael V Daniels Jr.Securian Financial Services, Inc.AXA Advisors, LLC12-18-2015
Arjay Sy IgnacioSecurian Financial Services, Inc.AXA Advisors, LLC$5007-02-2015
George Carver Stills Jr.Securian Financial Services, Inc.AXA Advisors, LLC02-21-2014
Bruce EllisonSecurian Financial Services, Inc.AXA Advisors, LLC12-11-2013
Kyle Brian ZimmermanSecurian Financial Services, Inc.AXA Advisors, LLC01-13-2011
Gemma Teresa SnellSecurian Financial Services, Inc.Banc of America Investment Services, Inc.06-26-2009
Amanda Rosplock CampbellSecurian Financial Services, Inc.Cadaret, Grant & Co., Inc.03-04-2014
Jeffrey W. DyeSecurian Financial Services, Inc.Cadaret, Grant & Co., Inc.12-08-2011
Christian Mark LemkeSecurian Financial Services, Inc.Centaurus Financial, Inc.09-26-2019
Paul Michael CarnahanSecurian Financial Services, Inc.Centaurus Financial, Inc.06-28-2019
Michael William LahlSecurian Financial Services, Inc.Cetera Advisor Networks LLC10-07-2010
Keith SadlowskiSecurian Financial Services, Inc.Cetera Advisors LLC10-31-2018
Gregory H. AbdallaSecurian Financial Services, Inc.Cetera Advisors LLC12-14-2017
Jeneen Sarah SlackSecurian Financial Services, Inc.Cetera Advisors LLC08-05-2016
Adam Pierce KellySecurian Financial Services, Inc.Cetera Investment Services LLC09-02-2016
Diana Beth BriegelSecurian Financial Services, Inc.Cetera Investment Services LLC09-01-2010
James Joshua HollowaySecurian Financial Services, Inc.Chicago Analytic Trading Company, LLC08-03-2018
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Showing 1 to 25 of 179 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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