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
Anthony Christopher RossiAE Wealth Management, LLCPark Avenue Securities LLC04-03-2019
Hemant SachdevAXA Advisors, LLCPark Avenue Securities LLC$10002-03-2017
John Edward Joseph HutchinsonBalanced Plan Financial Investment Advisors, Inc.Park Avenue Securities LLC10-16-2012
Marcelle Denise SolimanCentaurus Financial, Inc.Park Avenue Securities LLC$25002-07-2019
Fabian Edward PerezForesters Equity Services, Inc.Park Avenue Securities LLC04-20-2015
Allen Rayferd TimmsHornor, Townsend & Kent, LLCPark Avenue Securities LLC06-23-2014
Brendan Morgan FarrellyHornor, Townsend & Kent, LLCPark Avenue Securities LLC05-22-2014
Celina Marie CoffmanIndependent Financial Group, LLCPark Avenue Securities LLC07-02-2019
Darrell Tsuneo DoiINVESDIDPark Avenue Securities LLC02-16-2018
James R. KollerKovack Securities Inc.Park Avenue Securities LLC01-14-2019
Anthony J. CeccacciLPL Financial LLCPark Avenue Securities LLC11-02-2018
William Ralph Snodgrass IIILPL Financial LLCPark Avenue Securities LLC12-20-2017
Denson Espinosa KaiklianLPL Financial LLCPark Avenue Securities LLC$10002-22-2017
Pamela Kay McKenzieLPL Financial LLCPark Avenue Securities LLC$10011-07-2016
John Edward Fobes IILPL Financial LLCPark Avenue Securities LLC$10005-14-2015
Jessi HawkLPL Financial LLCPark Avenue Securities LLC09-03-2013
Elsa Corpuz Agdinaoay-SegalLPL Financial LLCPark Avenue Securities LLC05-10-2013
Lev Yefim RevutskyLPL Financial LLCPark Avenue Securities LLC$25008-03-2011
Shawn Jen HsiehM Holdings Securities, Inc.Park Avenue Securities LLC10-31-2012
Michael Odell McknightMetLife Securities Inc.Park Avenue Securities LLC02-23-2017
Dustin Joseph ZahnMetLife Securities Inc.Park Avenue Securities LLC07-01-2015
Brian R. YoungMML Investors Services, LLCPark Avenue Securities LLC$50004-24-2019
Derek Michael McdougallMML Investors Services, LLCPark Avenue Securities LLC05-02-2018
Brook Mason StevensMML Investors Services, LLCPark Avenue Securities LLC01-30-2018
Anthony BeltranMML Investors Services, LLCPark Avenue Securities LLC03-10-2017
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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.