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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
John Frank GallowayVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
David Richard BowmanVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
James Robert McBeeVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Michael Lynn BowdenVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Leslie Rodriguez MangaccatVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Leigh Varner BlossVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Joel HernandezVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Joel SuarezVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Gary Craig BoehmerVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Edwin Stephen FernandezVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Alberto Carlos VillarrealVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Heath William JohnsonVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
James E. GrayVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Rolando Javier GuerraVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Jeremy Oliver JoaquinVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Kayla Jean SwensonVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
William Melvin TarpleyVoya Financial Advisors, Inc.M Holdings Securities, Inc.08-01-2011
Bernard Fred Adam IIIVoya Financial Advisors, Inc.Lincoln Financial Securities Corporation01-28-2013
Brett A. PhillipsVoya Financial Advisors, Inc.Lincoln Financial Advisors Corporation03-01-2013
Cory Dale SummersVoya Financial Advisors, Inc.Charles Schwab & Co., Inc.$1004-01-2013
Debra M. White StephensVoya Financial Advisors, Inc.Cetera Advisor Networks LLC01-02-2015
John Anthony GutfranskiVoya Financial Advisors, Inc.Cetera Advisor Networks LLC01-02-2015
Tiffany Van Cao SidotiVoya Financial Advisors, Inc.VALIC Financial Advisors, Inc.01-27-2015
Terry Glenn MebaneVoya Financial Advisors, Inc.Questar Capital Corporation$5007-08-2015
William Charles CornforthVoya Financial Advisors, Inc.Voya Retirement Advisors, LLC08-11-2015
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Showing 26 to 50 of 52 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.

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