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
Daniel Bentley HendrenUSAA Financial Advisors, Inc.Ameriprise Financial Services, Inc.$10002-26-2009
Thomas Edward ClarkUSAA Financial Advisors, Inc.VALIC Financial Advisors, Inc.$5007-28-2009
Gilberto VillarrealUSAA Financial Advisors, Inc.Voya Financial Advisors, Inc.12-01-2009
Mitchell Troy SeabornUSAA Financial Advisors, Inc.Allstate Financial Services, LLC02-22-2010
Robert Michael PollockUSAA Financial Advisors, Inc.Chase Investment Services Corp.04-15-2010
Andrew Bradley McClain IIUSAA Financial Advisors, Inc.Ameriprise Financial Services, Inc.$1004-29-2010
Jerrod R. SummersUSAA Financial Advisors, Inc.Thrivent Investment Management Inc.05-10-2010
Jason Trevor MungerUSAA Financial Advisors, Inc.Citigroup Global Markets Inc.07-23-2010
Jesse F. AlonzoUSAA Financial Advisors, Inc.Chase Investment Services Corp.12-06-2010
Ian A. MoravekUSAA Financial Advisors, Inc.TD Ameritrade Investment Management, LLC$5003-29-2011
Annamarie Theresa StricklandUSAA Financial Advisors, Inc.TD Ameritrade Investment Management, LLC05-16-2011
George Keener Gill Jr.USAA Financial Advisors, Inc.Wells Fargo Clearing Services, LLC06-13-2011
Phillip Louis BozzoUSAA Financial Advisors, Inc.Cetera Advisor Networks LLC$1007-18-2011
Carlos Jose CastroUSAA Financial Advisors, Inc.Chase Investment Services Corp.08-29-2011
David William NettelUSAA Financial Advisors, Inc.Alamo Asset Advisors09-01-2011
Howell Lewis FlorenceUSAA Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-10-2011
Cynthia Silva MartinUSAA Financial Advisors, Inc.Ameritas Investment Corp.$1011-10-2011
Dustin Thomas WoodsUSAA Financial Advisors, Inc.Hornor, Townsend & Kent, LLC05-21-2012
Michael D. ParteeUSAA Financial Advisors, Inc.AXA Advisors, LLC06-24-2012
Ryan Anthony SilakoskiUSAA Financial Advisors, Inc.Chase Investment Services Corp.$5006-25-2012
Jeffrey Blake WoolfUSAA Financial Advisors, Inc.Capital One Investment Services LLC$5006-26-2012
Jason Robert FreedmanUSAA Financial Advisors, Inc.Wells Fargo Clearing Services, LLC$1003-03-2013
Tarun Parshotam AnandUSAA Financial Advisors, Inc.Morgan Stanley08-05-2013
Daniel Hyun KimUSAA Financial Advisors, Inc.J.P. Morgan Securities LLC08-12-2013
Brian Criag ByersUSAA Financial Advisors, Inc.Wells Fargo Clearing Services, LLC08-22-2013
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Showing 1 to 25 of 83 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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