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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Andrea BereznakVoya Financial Advisors, Inc.Better Money Decisions04-23-2020
Darren Scott WagermanVoya Financial Advisors, Inc.GWFS Equities, Inc.04-15-2020
Hussain ContractorVoya Financial Advisors, Inc.MML Investors Services, LLC04-01-2020
Michael Thomas SwartzVoya Financial Advisors, Inc.MML Investors Services, LLC03-27-2020
Joshua B MissoVoya Financial Advisors, Inc.First Command Financial Planning, Inc.03-18-2020
Freeman T. LindeVoya Financial Advisors, Inc.MML Investors Services, LLC03-04-2020
Michael Joseph DeamicisVoya Financial Advisors, Inc.MML Investors Services, LLC03-03-2020
Joel Phillip DettwilerVoya Financial Advisors, Inc.MML Investors Services, LLC03-03-2020
Andrew Scott ElishVoya Financial Advisors, Inc.Northwestern Mutual Investment Services, LLC02-18-2020
Kevin John LehmanVoya Financial Advisors, Inc.Edward Jones$1002-10-2020
Pamela A. Sauls SoldoVoya Financial Advisors, Inc.Voya Financial Advisors, Inc.01-27-2020
Andrew Michael ArringtonVoya Financial Advisors, Inc.TIAA-CREF Individual & Institutional Services, LLC01-23-2020
Frank Junius Smith Sr.Voya Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2501-10-2020
Thomas Edward LawnsbyVoya Financial Advisors, Inc.Cantella & Co., Inc.01-10-2020
Matthew Charles TakamatsuVoya Financial Advisors, Inc.Charles Schwab & Co., Inc.01-09-2020
David Scott CulverVoya Financial Advisors, Inc.Fidelity Personal and Workplace Advisors01-06-2020
Dennis P. DonnellyVoya Financial Advisors, Inc.BancWest Investment Services, Inc.01-06-2020
Todd Deyan BowerVoya Financial Advisors, Inc.Edward Jones01-06-2020
Jeffrey Charles ReynoldsVoya Financial Advisors, Inc.Voya Financial Advisors, Inc.01-03-2020
Duane Alan SimpkinsVoya Financial Advisors, Inc.FB Equity Sales Corporation of Michigan01-02-2020
Shiow-Yun WuVoya Financial Advisors, Inc.Royal Alliance Associates, Inc.01-02-2020
Patrick Edward RileyVoya Financial Advisors, Inc.VALIC Financial Advisors, Inc.01-02-2020
Christopher Patrick GreeleyVoya Financial Advisors, Inc.Santander Securities LLC12-12-2019
Taylor Lynn BoothVoya Financial Advisors, Inc.MML Distributors, LLC12-10-2019
Alfredo Griek CalvoVoya Financial Advisors, Inc.GWFS Equities, Inc.$5011-25-2019
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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.