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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Brian R. YoungMML Investors Services, LLCPark Avenue Securities LLC$5004-24-2019
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
Richard Miles SlavinMML Investors Services, LLCPark Avenue Securities LLC03-08-2017
Robert Puzant SarkissianMML Investors Services, LLCPark Avenue Securities LLC01-04-2017
Jeromy RobertMML Investors Services, LLCPark Avenue Securities LLC02-18-2016
Kevin James KahnisMML Investors Services, LLCPark Avenue Securities LLC01-12-2016
Sean Brian SmithMML Investors Services, LLCPark Avenue Securities LLC10-23-2015
Casey Lee BerwickMML Investors Services, LLCPark Avenue Securities LLC08-17-2015
Cliff Simeon DuesterMML Investors Services, LLCPark Avenue Securities LLC$1002-26-2015
Davy Pui KwokMML Investors Services, LLCPark Avenue Securities LLC08-16-2013
Arthur Matthew ChenMML Investors Services, LLCPark Avenue Securities LLC07-16-2013
John Anthony Muraski Sr.MML Investors Services, LLCPark Avenue Securities LLC$1007-03-2013
Deepinder Kaur GillMML Investors Services, LLCPark Avenue Securities LLC06-06-2011

Showing 1 to 15 of 15 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.