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
Gabriel GurauUSAA Financial Advisors, Inc.Charles Schwab & Co., Inc.04-07-2020
Brenden CabanoUSAA Financial Advisors, Inc.Securian Financial Services, Inc.03-26-2020
Frank Richard VenniroUSAA Financial Advisors, Inc.J.P. Morgan Securities LLC03-20-2020
Edward Charles BarthelmeUSAA Financial Advisors, Inc.E*TRADE Securities LLC02-04-2020
Thomas Carl MichelsonUSAA Financial Advisors, Inc.Vanguard Marketing Corporation$2502-03-2020
Michele Anne DoucetUSAA Financial Advisors, Inc.Charles Schwab & Co., Inc.02-03-2020
Matthew Chester RobertsUSAA Financial Advisors, Inc.Vanguard Marketing Corporation02-03-2020
Roy Eugene McClungUSAA Financial Advisors, Inc.TD Ameritrade, Inc.11-21-2019
Jacob Ambrose Olsen CowdenUSAA Financial Advisors, Inc.Vanguard Marketing Corporation11-15-2019
Rachel Lynn OwensUSAA Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-10-2019
Andrea Nina AustinUSAA Financial Advisors, Inc.Vanguard Marketing Corporation08-21-2019
Arvid James GrierUSAA Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-29-2019
Vincent Joseph PameliaUSAA Financial Advisors, Inc.BBVA Securities Inc.01-17-2019
Oscar LozoyaUSAA Financial Advisors, Inc.Wells Fargo Clearing Services, LLC01-04-2019
Natalie R. LeonardUSAA Financial Advisors, Inc.PFS Investments Inc.11-06-2018
Alejandro JacquezUSAA Financial Advisors, Inc.Vanguard Marketing Corporation11-06-2018
William Henry Poynter Jr.USAA Financial Advisors, Inc.VALIC Financial Advisors, Inc.10-12-2018
Joshua Matthew PrestonUSAA Financial Advisors, Inc.Charles Schwab & Co., Inc.09-28-2018
Christopher R EmeryUSAA Financial Advisors, Inc.Edward Jones04-30-2018
Norman Allen KarsonUSAA Financial Advisors, Inc.Householder Group Estate & Retirement Specialists$2504-18-2018
Paul Henry VanderweideUSAA Financial Advisors, Inc.Wells Fargo Clearing Services, LLC08-28-2017
Mark Jerome FunkUSAA Financial Advisors, Inc.Thrivent Investment Management Inc.07-03-2017
Jennifer Marie HoaglandUSAA Financial Advisors, Inc.Wells Fargo Clearing Services, LLC02-01-2017
Bradley Bruce PattonUSAA Financial Advisors, Inc.USAA Financial Advisors, Inc.01-05-2017
Francis L. Harrison Jr.USAA Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-21-2016
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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.