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
Eric Conrad StrubleFidelity Brokerage Services LLCPruco Securities, LLC.04-01-2020
Todd David BranishBBVA Securities Inc.Pruco Securities, LLC.11-19-2019
Rayvon Ahmad SolomonMerrill Lynch, Pierce, Fenner & Smith IncorporatedPruco Securities, LLC.04-18-2019
Glenn Andrew Perry Jr.Fidelity Brokerage Services LLCPruco Securities, LLC.11-29-2018
Jordan Wain DeBoerParkland Securities, LLCPruco Securities, LLC.05-04-2018
Craig A. StavelyEnvisage Financial, LLCPruco Securities, LLC.05-04-2018
Audrey Collins MorrisonCairn Financial Advisors, LLCPruco Securities, LLC.04-05-2018
Pamela Diann HowardFarmers Financial Solutions, LLCPruco Securities, LLC.01-02-2018
Joshua Cain MasonFarmers Financial Solutions, LLCPruco Securities, LLC.10-05-2017
James Timothy SmithFarmers Financial Solutions, LLCPruco Securities, LLC.08-03-2017
John Peter BilskiThe Leaders Group, Inc.Pruco Securities, LLC.05-12-2017
Sean Christopher WielandThe Leaders Group, Inc.Pruco Securities, LLC.04-11-2017
Allison Elizabeth MendelsohnThe Leaders Group, Inc.Pruco Securities, LLC.01-06-2017
Jonathan William ChildsThe Leaders Group, Inc.Pruco Securities, LLC.01-06-2017
Phillip Albert LorenzonThe Leaders Group, Inc.Pruco Securities, LLC.01-06-2017
William Ryan MillsCharles Schwab & Co., Inc.Pruco Securities, LLC.06-10-2016
Prince Leon GoinsThe Leaders Group, Inc.Pruco Securities, LLC.$104-15-2016
David Thomas WarhaAXA Advisors, LLCPruco Securities, LLC.02-12-2016
John Henry BoyleVoya Financial Advisors, Inc.Pruco Securities, LLC.12-10-2015
Preston Scott KendrickFidelity Brokerage Services LLCPruco Securities, LLC.12-07-2015
Charles Benjamin SmallwoodEdward JonesPruco Securities, LLC.11-30-2015
Walter Heidenreich IIICambridge Investment Research, Inc.Pruco Securities, LLC.08-15-2014
Hal D MaydenTIAA-CREF Individual & Institutional Services, LLCPruco Securities, LLC.04-07-2014
Robert Joseph SikorskiAmeriprise Financial Services, LLCPruco Securities, LLC.02-19-2014
Michael Christopher AyresGWFS Equities, Inc.Pruco Securities, LLC.02-14-2014
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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.