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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Teresa A. AndersonAmeriprise Financial Services, Inc.SagePoint Financial, Inc.10-04-2016
Richard Lynn HansenAmeriprise Financial Services, Inc.SagePoint Financial, Inc.09-16-2016
Jason Sebastian ColeCambridge Investment Research, Inc.SagePoint Financial, Inc.03-08-2016
Keith Edward BlakemanCommonwealth Financial NetworkSagePoint Financial, Inc.$15001-15-2010
Errol Blaine VanceForesight Financial Services, Inc.SagePoint Financial, Inc.03-11-2010
Brent Stanley PineGeneos Wealth Management, Inc.SagePoint Financial, Inc.$10003-17-2010
Christel Marie CovertIndependent Financial Group, LLCSagePoint Financial, Inc.$50008-19-2009
Danielle Marie FasciJ.P. Morgan Securities LLCSagePoint Financial, Inc.01-04-2019
Frank John Renda Jr.J.P. Morgan Securities LLCSagePoint Financial, Inc.$25006-09-2016
Stanley Dwight ReynoldsLPL Financial LLCSagePoint Financial, Inc.$5012-09-2019
Suzanne Lynn FordLPL Financial LLCSagePoint Financial, Inc.$25008-04-2015
Justin Tyler AmitMerrill Lynch, Pierce, Fenner & Smith IncorporatedSagePoint Financial, Inc.03-27-2014
Michael R OtradovecMetLife Securities Inc.SagePoint Financial, Inc.$70012-11-2015
Ryan Paul KloseMML Investors Services, LLCSagePoint Financial, Inc.$10004-06-2009
Arthur James MossNational Planning CorporationSagePoint Financial, Inc.$10001-22-2009
Timothy Robert OneilNational Planning CorporationSagePoint Financial, Inc.$25001-22-2009
Scott Allen HansenNational Planning CorporationSagePoint Financial, Inc.01-22-2009
Timothy Daniel HillNational Planning CorporationSagePoint Financial, Inc.$10001-02-2009
Jeff Kevin SmithNational Planning CorporationSagePoint Financial, Inc.$25001-02-2009
Steven Hamblin PomeroyQuestar Capital CorporationSagePoint Financial, Inc.$17001-03-2014
Tyler Allen Brilinski Sr.SII Investments, Inc.SagePoint Financial, Inc.01-26-2009
James Lee BruceSII Investments, Inc.SagePoint Financial, Inc.$25001-23-2009
Thomas Bodnar LundgaardSII Investments, Inc.SagePoint Financial, Inc.01-23-2009
Kyle Hess RichardsonSII Investments, Inc.SagePoint Financial, Inc.01-23-2009
Michael MazzaTD Ameritrade Investment Management, LLCSagePoint Financial, Inc.09-27-2019
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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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.