Advisers on the Move

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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Recruiting Scoreboard (Q4 2020)

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Recruiting Losses

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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Barbara Jean DuchamRaymond James Financial Services, Inc.Infinex Investments, Inc.12-21-2015
Billie Jo McwilliamsKey Investment Services LLCInfinex Investments, Inc.02-20-2020
Brittany Nicole SquiresCitizens Securities, Inc.Infinex Investments, Inc.11-06-2019
Bruce Craig HodginsLPL Financial LLCInfinex Investments, Inc.10-23-2012
Claens BonKey Investment Services LLCInfinex Investments, Inc.11-30-2016
Collin JamesPeople's Securities, Inc.Infinex Investments, Inc.04-03-2020
Corbin Richard CoutureSecurities America, Inc.Infinex Investments, Inc.$15004-26-2019
George K StambouloglouRaymond James Financial Services, Inc.Infinex Investments, Inc.10-21-2019
Golam Mainuddin AhmedCUNA Brokerage Services, Inc.Infinex Investments, Inc.02-11-2020
Greg Thomas Stokes JrPeople's Securities, Inc.Infinex Investments, Inc.04-03-2020
Jaclyn Ann HissickCWM, LLCInfinex Investments, Inc.$15010-19-2018
James Patrick ClancyLPL Financial LLCInfinex Investments, Inc.$15012-17-2019
Jeanne Marie NuhferEdward JonesInfinex Investments, Inc.08-04-2014
Jeremy Bennett BeitelLPL Financial LLCInfinex Investments, Inc.$2509-25-2009
Joseph Thomas MurphyLPL Financial LLCInfinex Investments, Inc.11-15-2019
Kathleen Mary EricksonCommonwealth Financial NetworkInfinex Investments, Inc.$15010-26-2012
Kelli A MenardPeople's Securities, Inc.Infinex Investments, Inc.05-13-2020
Kellie Marie ZimaKey Investment Services LLCInfinex Investments, Inc.02-28-2020
Kevin H ChristopherCetera Advisor Networks LLCInfinex Investments, Inc.$15001-11-2019
Kevin Paul JudgeCharles Schwab & Co., Inc.Infinex Investments, Inc.12-19-2018
Kurt GroverPeople's Securities, Inc.Infinex Investments, Inc.04-08-2020
Lisa A GodboutPeople's Securities, Inc.Infinex Investments, Inc.12-23-2019
Marc Richard CharettePFS Investments Inc.Infinex Investments, Inc.06-06-2018
Maria Valentine CornicelloPeople's Securities, Inc.Infinex Investments, Inc.12-24-2019
Matthew Mark GlattCWM, LLCInfinex Investments, Inc.$1001-19-2016
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Showing 1 to 25 of 28 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.