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
Josh W OliverKey Investment Services LLCAPW Capital, Inc.04-23-2018
Brandon Anthony WilliamsKey Investment Services LLCCitizens Securities, Inc.01-29-2020
Richard Michael Zanesky JrKey Investment Services LLCCitizens Securities, Inc.10-17-2019
Shaun ByrneKey Investment Services LLCCitizens Securities, Inc.02-11-2019
Lorraine Silva SheaKey Investment Services LLCCitizens Securities, Inc.01-22-2018
Nathaniel A RobertsKey Investment Services LLCCitizens Securities, Inc.11-20-2017
John Keith MauraKey Investment Services LLCCitizens Securities, Inc.10-10-2017
Kimberly OwenKey Investment Services LLCCitizens Securities, Inc.06-16-2017
Lynne M CleghornKey Investment Services LLCCitizens Securities, Inc.06-13-2017
Jerry ShpakKey Investment Services LLCCUSO Financial Services, L.P.$1005-09-2017
Priya TaterKey Investment Services LLCFifth Third Securities, Inc.09-11-2019
Michael Nicholas LewisKey Investment Services LLCForesters Financial Services, Inc.07-17-2019
Lori Ann ThanerKey Investment Services LLCForesters Financial Services, Inc.03-12-2019
Anthony S. PisaniKey Investment Services LLCForesters Financial Services, Inc.09-10-2018
Kellie Marie ZimaKey Investment Services LLCInfinex Investments, Inc.02-28-2020
Billie Jo McwilliamsKey Investment Services LLCInfinex Investments, Inc.02-20-2020
Philip Grant ParkerKey Investment Services LLCInfinex Investments, Inc.01-28-2020
Brannon Charles OzarkKey Investment Services LLCInfinex Investments, Inc.07-10-2017
Brian Kenneth MaroisKey Investment Services LLCInfinex Investments, Inc.05-09-2017
Patrick Edward O'ConnorKey Investment Services LLCInfinex Investments, Inc.04-11-2017
Jonathan Paul FucciKey Investment Services LLCInfinex Investments, Inc.12-01-2016
Claens BonKey Investment Services LLCInfinex Investments, Inc.11-30-2016
Oxines J ReneKey Investment Services LLCJ.P. Morgan Securities LLC12-12-2017
Kevin Gerard SmithKey Investment Services LLCJ.P. Morgan Securities LLC06-16-2017
Carlos SalmonKey Investment Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-09-2018
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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.