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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael Martin BuschWoodbury Financial Services, Inc.Janney Montgomery Scott LLC01-26-2009
Pei-Jye WangWoodbury Financial Services, Inc.USA Wealth Management LLC12-21-2009
Jesse Lunin-PackWoodbury Financial Services, Inc.Wall Street Access07-13-2010
Sandra Rosemarie SalmonWoodbury Financial Services, Inc.New England Securities07-20-2010
Robert James PollioWoodbury Financial Services, Inc.Gilford Securities Incorporated09-19-2014
Dominic Vincent PriviteraWoodbury Financial Services, Inc.American Portfolios Financial Services, Inc.10-27-2014
Salvatore Francis AgnelloWoodbury Financial Services, Inc.LPL Financial LLC$1006-01-2015
Douglas Brent ZuckerWoodbury Financial Services, Inc.National Securities Corporation06-12-2015
Jimmy Yue Keung LeeWoodbury Financial Services, Inc.Capital One Investing, LLC07-11-2018
Bibi Zorina RazackWoodbury Financial Services, Inc.Capital One Investing, LLC07-11-2018
Arben KupiWoodbury Financial Services, Inc.Capital One Investing, LLC07-11-2018
Abraham A. MizrahiWoodbury Financial Services, Inc.Capital One Investing, LLC07-11-2018
Sung ShinWoodbury Financial Services, Inc.Capital One Investing, LLC07-11-2018
Joseph E. BarnasWoodbury Financial Services, Inc.Capital One Investing, LLC07-11-2018
Alex Hwan KimWoodbury Financial Services, Inc.Capital One Investing, LLC07-11-2018
Leandro Galhardo FensterWoodbury Financial Services, Inc.Capital One Investing, LLC07-11-2018
Anthony N. MacalusoWoodbury Financial Services, Inc.Capital One Investing, LLC07-11-2018
Raymond C. CheraWoodbury Financial Services, Inc.Capital One Investing, LLC07-11-2018
Christina BarbanteWoodbury Financial Services, Inc.Capital One Investing, LLC07-11-2018
Michael George HigginsWoodbury Financial Services, Inc.Fidelity Brokerage Services LLC11-07-2018
Christian TateoWoodbury Financial Services, Inc.MML Investors Services, LLC12-14-2018
Thomas Patrick FlanaganWoodbury Financial Services, Inc.Questar Capital Corporation$2503-01-2019
Barbara Ann BlasWoodbury Financial Services, Inc.Questar Capital Corporation$2503-01-2019
Curt Andrew SimonsenWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019

Showing 1 to 24 of 24 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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