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
Jason Michael GiordanoInfinex Investments, Inc.LPL Financial LLC03-06-2020
David John RobinsonInfinex Investments, Inc.Infinex Investments, Inc.02-24-2020
Walter Frank Squires Jr.Infinex Investments, Inc.LPL Financial LLC02-21-2020
John Anthony JohnsonInfinex Investments, Inc.LPL Financial LLC01-08-2020
Brian Kenneth MaroisInfinex Investments, Inc.Key Investment Services LLC12-06-2019
Christopher HenryInfinex Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-06-2019
David John RobinsonInfinex Investments, Inc.CUSO Financial Services, L.P.$27812-03-2019
Michael Robert GalluzzoInfinex Investments, Inc.MML Investors Services, LLC06-10-2019
Adam Rean BohlenInfinex Investments, Inc.LPL Financial LLC04-22-2019
Daniel Robert CahillInfinex Investments, Inc.Raymond James Financial Services, Inc.$4604-01-2019
Thomas Wayne MoranInfinex Investments, Inc.LPL Financial LLC$10003-08-2019
Jessica Lynn CafassoInfinex Investments, Inc.LPL Financial LLC03-08-2019
Christopher Charles Balogh Jr.Infinex Investments, Inc.PlanMember Securities Corporation02-11-2019
Antonio J EstevesInfinex Investments, Inc.Citizens Securities, Inc.01-09-2019
Mark Raymond VidaInfinex Investments, Inc.Investmark Advisory Group LLC$25001-07-2019
Julie Anne BramlittInfinex Investments, Inc.Cetera Financial Specialists LLC01-02-2019
Tiffany R. GuittapInfinex Investments, Inc.WesBanco Securities, Inc.01-02-2019
Angelo N. PiccoloInfinex Investments, Inc.Citigroup Global Markets Inc.12-10-2018
Kathryn Daily BramleyInfinex Investments, Inc.Key Investment Services LLC09-27-2018
John Anthony Okeefe IIIInfinex Investments, Inc.MML Investors Services, LLC$1006-04-2018
Paul Richard Vegiard Jr.Infinex Investments, Inc.Santander Securities LLC$2506-04-2018
Billie Jo McwilliamsInfinex Investments, Inc.Santander Securities LLC05-21-2018
Joseph R SipalaInfinex Investments, Inc.Symmetry Partners04-30-2018
James Carlton HunterInfinex Investments, Inc.MML Investors Services, LLC01-18-2018
Richard Brian WolfInfinex Investments, Inc.Prudential Annuities Distributors, Inc01-03-2018
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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.