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
Todd J. MulhollandSecurities America, Inc.MML Investors Services, LLC03-23-2020
Parthasarathy RajagopalanSecurities America, Inc.MML Investors Services, LLC$2503-13-2020
Shelly Ann SquierSecurities America, Inc.MML Investors Services, LLC01-03-2020
Stephen J. EiflerSecurities America, Inc.MML Investors Services, LLC10-18-2019
Norman Stewart StrobelSecurities America, Inc.MML Investors Services, LLC$10009-19-2019
Karla Elizabeth VlasatySecurities America, Inc.MML Investors Services, LLC$2312-07-2018
Ryan S.Cott YountSecurities America, Inc.MML Investors Services, LLC12-07-2018
Ryan Charles HamiltonSecurities America, Inc.MML Investors Services, LLC12-07-2018
Andrew James RivielloSecurities America, Inc.MML Investors Services, LLC11-01-2018
Cy Thomas HessSecurities America, Inc.MML Investors Services, LLC10-22-2018
Deepak BhallaSecurities America, Inc.MML Investors Services, LLC10-01-2018
Matthew Edward CormanSecurities America, Inc.MML Investors Services, LLC07-30-2018
Michael David BrockelmanSecurities America, Inc.MML Investors Services, LLC$2507-02-2018
John F. ShoroSecurities America, Inc.MML Investors Services, LLC$5007-02-2018
Christopher George MehneSecurities America, Inc.MML Investors Services, LLC$2507-02-2018
Chad Matthew GloverSecurities America, Inc.MML Investors Services, LLC$5006-07-2018
Kyle Steele YoungerSecurities America, Inc.MML Investors Services, LLC06-07-2018
Timothy Craig MerchantSecurities America, Inc.MML Investors Services, LLC05-21-2018
Kyle K. LumSecurities America, Inc.MML Investors Services, LLC05-18-2018
Ralph Irvin Glasgow IIISecurities America, Inc.MML Investors Services, LLC02-26-2018
Donald Grey Beard Jr.Securities America, Inc.MML Investors Services, LLC$1007-31-2017
Kevin Colby HarvelSecurities America, Inc.MML Investors Services, LLC02-10-2016
Michael D. BobowskiSecurities America, Inc.MML Investors Services, LLC$5002-10-2016
Marc John MinerSecurities America, Inc.MML Investors Services, LLC$1001-25-2016
Freeman Buckner Irby IIISecurities America, Inc.MML Investors Services, LLC11-06-2015
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Showing 1 to 25 of 37 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.