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
Andrew Philip WoodVALIC Financial Advisors, Inc.AXA Advisors, LLC05-29-2018
Andrew Polanco JimenezVALIC Financial Advisors, Inc.AXA Advisors, LLC12-16-2019
Arnold J StatonVALIC Financial Advisors, Inc.AXA Advisors, LLC06-28-2017
Bryan Alexander RodriguezVALIC Financial Advisors, Inc.AXA Advisors, LLC09-09-2019
Daniel David MillerVALIC Financial Advisors, Inc.AXA Advisors, LLC06-16-2016
Ellen Maria RaflowskiVALIC Financial Advisors, Inc.AXA Advisors, LLC10-03-2016
Ernest White IIIVALIC Financial Advisors, Inc.AXA Advisors, LLC12-23-2013
James Paul WaltonVALIC Financial Advisors, Inc.AXA Advisors, LLC04-09-2018
Janine Diane StubbsVALIC Financial Advisors, Inc.AXA Advisors, LLC01-23-2009
Jennifer A. BettsVALIC Financial Advisors, Inc.AXA Advisors, LLC07-28-2016
John Michael KitlinskiVALIC Financial Advisors, Inc.AXA Advisors, LLC01-04-2017
Jonathan Wesley RobertsVALIC Financial Advisors, Inc.AXA Advisors, LLC05-04-2010
Keisha Sheree EaglinVALIC Financial Advisors, Inc.AXA Advisors, LLC08-30-2010
Kelsey Marie KingstonVALIC Financial Advisors, Inc.AXA Advisors, LLC10-25-2017
Margaret Linda EklofVALIC Financial Advisors, Inc.AXA Advisors, LLC05-08-2014
Mark Charles ChinodaVALIC Financial Advisors, Inc.AXA Advisors, LLC10-23-2017
Megan Laura Wallace HeathcoteVALIC Financial Advisors, Inc.AXA Advisors, LLC04-20-2009
Shane NowosackiVALIC Financial Advisors, Inc.AXA Advisors, LLC12-11-2014
Shawn Eric BarnumVALIC Financial Advisors, Inc.AXA Advisors, LLC02-10-2014
Tamara Elise HeinigVALIC Financial Advisors, Inc.AXA Advisors, LLC08-08-2017
William Scott WilliamsVALIC Financial Advisors, Inc.AXA Advisors, LLC$15012-11-2018

Showing 1 to 21 of 21 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.