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
Adam Stuart FritzscheCitizens Securities, Inc.LPL Financial LLC$25011-30-2012
Alexander Dean FlandersCitizens Securities, Inc.Foresters Financial Services, Inc.03-29-2017
Andrea Marlene MigliaccioCitizens Securities, Inc.Wells Fargo Advisors Financial Network, LLC$10003-22-2017
Ashley Nicole GluhanichCitizens Securities, Inc.Foresters Financial Services, Inc.12-04-2018
Brian Joseph Berlepsch Jr.Citizens Securities, Inc.Foresters Financial Services, Inc.08-11-2017
Brian Robert MaitlandCitizens Securities, Inc.People's Securities, Inc.03-23-2016
Carl Austin LaurettiCitizens Securities, Inc.CUNA Brokerage Services, Inc.10-23-2018
Curtis Daniel BradleyCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-24-2014
Daniel Michael CalarcoCitizens Securities, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$20003-25-2013
Daryl Flynn Wells SrCitizens Securities, Inc.Avantax Investment Services, Inc.$15005-03-2016
David Paul DufourCitizens Securities, Inc.LPL Financial LLC01-02-2018
David Weber HoodCitizens Securities, Inc.Pruco Securities, LLC.02-18-2014
David White Rogers Jr.Citizens Securities, Inc.Infinex Investments, Inc.$50005-22-2017
Della Mary HicksCitizens Securities, Inc.LPL Financial LLC09-02-2016
Devon Ann LuftCitizens Securities, Inc.Key Investment Services LLC10-23-2017
Eric J. MoreiraCitizens Securities, Inc.Essex Financial Services, Inc.05-01-2018
Frank Frederick LoriaCitizens Securities, Inc.People's Securities, Inc.$25001-13-2014
Garrett Dee KirklandCitizens Securities, Inc.Edward Jones07-11-2012
George Christian AveryCitizens Securities, Inc.J.P. Morgan Securities LLC08-03-2015
Gia SyracuseCitizens Securities, Inc.Northwestern Mutual Investment Services, LLC01-25-2016
Gina Marie Bert-ZattoCitizens Securities, Inc.Santander Securities LLC$10007-26-2016
Jacob Earle BetteridgeCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-26-2019
James Joseph CollettiCitizens Securities, Inc.PFS Investments Inc.$10010-21-2014
Joan Marie FislerCitizens Securities, Inc.LPL Financial LLC$25001-06-2014
John Parker ReadCitizens Securities, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)09-04-2012
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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.