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
Eileen Theresa CahillCommonwealth Financial NetworkSecurities America, Inc.03-30-2009
Jeffrey David RockwellCommonwealth Financial NetworkMerrill Lynch, Pierce, Fenner & Smith Incorporated$15007-10-2009
Mario John AlvinoCommonwealth Financial NetworkWells Fargo Clearing Services, LLC$1002-01-2010
Robert Clifford HavensCommonwealth Financial NetworkAccess Financial Group, Inc.04-01-2010
Steven Michael LoweCommonwealth Financial NetworkForesters Financial Services, Inc.06-16-2010
Patrick James ClarkCommonwealth Financial NetworkWRP Investments, Inc.01-03-2011
Jordan M HickeyCommonwealth Financial NetworkSecurities America, Inc.07-07-2011
James Edward Tyrrell IICommonwealth Financial NetworkSecurities America, Inc.09-30-2011
Russell Kingsley BellCommonwealth Financial NetworkSecurities America, Inc.09-30-2011
Jay Russell TibballCommonwealth Financial NetworkSecurities America, Inc.09-30-2011
Kathleen Mary EricksonCommonwealth Financial NetworkInfinex Investments, Inc.10-26-2012
Lori Lantiere JohndrowCommonwealth Financial NetworkVoya Financial Advisors, Inc.04-29-2013
Barbara Hankins TaylorCommonwealth Financial NetworkVoya Financial Advisors, Inc.$5004-29-2013
Rachel Denise SorrentinoCommonwealth Financial NetworkINVEST Financial Corporation08-06-2013
Douglas Elliott KerrCommonwealth Financial NetworkLincoln Financial Advisors Corporation02-14-2014
Charles Michael WhiteCommonwealth Financial NetworkAita Financial Group, Inc.04-30-2014
Terran Renfro TitusCommonwealth Financial NetworkVoya Financial Advisors, Inc.05-09-2014
Amber Noel KendrickCommonwealth Financial NetworkMutual of America Securities LLC05-12-2014
Charles B CrillyCommonwealth Financial NetworkMorgan Stanley$5006-05-2014
Marjorie Mae DixonCommonwealth Financial NetworkNorthwestern Mutual Investment Services, LLC07-27-2015
Kevin David ParoCommonwealth Financial NetworkPrivate Advisor Group, LLC07-30-2015
Ryan Donald OlschefskieCommonwealth Financial NetworkStrategic Advisers LLC09-18-2015
Robert Emmett Tubridy Jr.Commonwealth Financial NetworkMetLife Securities Inc.$1003-04-2016
Jeremy Michael SoboleskiCommonwealth Financial NetworkSnowden Account Services LLC$2504-01-2016
Jeffrey A SturgeonCommonwealth Financial NetworkEdward Jones09-22-2016
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Showing 1 to 25 of 60 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.