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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jacob Samuel WondolowskiRobinhood Financial, LLCFidelity Brokerage Services LLC03-17-2020
Kelly Ann ErskineCharles Schwab & Co., Inc.Fidelity Brokerage Services LLC03-02-2020
Elliott Nelson WellsRobinhood Financial, LLCFidelity Brokerage Services LLC01-10-2020
Colin Gates McGlynnMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC11-15-2019
Garrett Phillip GacitaThrivent Investment Management Inc.Fidelity Brokerage Services LLC11-08-2019
Frank Sanford IIITIAA-CREF Individual & Institutional Services, LLCFidelity Brokerage Services LLC09-05-2019
Brazos Duncan KendallMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC07-22-2019
Marc Edward MacalusoCharles Schwab & Co., Inc.Fidelity Brokerage Services LLC06-08-2019
Richard Brian ParksCharles Schwab & Co., Inc.Fidelity Brokerage Services LLC01-31-2019
Sandra Ann LaskowskiKey Investment Services LLCFidelity Brokerage Services LLC01-17-2019
Joshua N. ReiderStrategic Capital Advisers, Inc.Fidelity Brokerage Services LLC11-26-2018
David Herbert Grant IIIGWFS Equities, Inc.Fidelity Brokerage Services LLC11-13-2018
Eric Ryan SchneiderThrivent Investment Management Inc.Fidelity Brokerage Services LLC10-22-2018
Derek Paul SubotickiBancWest Investment Services, Inc.Fidelity Brokerage Services LLC09-14-2018
Randy Mitchell AcsellCharles Schwab & Co., Inc.Fidelity Brokerage Services LLC07-02-2018
David Lee AmiotCommonwealth Financial NetworkFidelity Brokerage Services LLC04-13-2018
Alexandra Nicole AitkenAmeriprise Financial Services, LLCFidelity Brokerage Services LLC04-03-2018
Dana Ashley RagoneFidelity Brokerage Services LLCFidelity Brokerage Services LLC01-30-2018
Randall Nicholson FreitikCharles Schwab & Co., Inc.Fidelity Brokerage Services LLC01-22-2018
Michael Alexander ThomsonFarmers Financial Solutions, LLCFidelity Brokerage Services LLC01-11-2018
James Robert EverettGWFS Equities, Inc.Fidelity Brokerage Services LLC11-21-2017
Mark Allan JohnsonCharles Schwab & Co., Inc.Fidelity Brokerage Services LLC11-17-2017
Megan Rene DaylorCharles Schwab & Co., Inc.Fidelity Brokerage Services LLC10-31-2017
Joel Michael SchwartzAmeriprise Financial Services, LLCFidelity Brokerage Services LLC09-20-2017
Sam Edward TitusTIAA-CREF Individual & Institutional Services, LLCFidelity Brokerage Services LLC08-31-2017
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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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.