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
Frank PersampieriVoya Financial Advisors, Inc.Crossmark Distributors, Inc.08-20-2019
Isaiah Ralph GrahamVoya Financial Advisors, Inc.Foresters Financial Services, Inc.06-14-2019
Leo Frank Palliardi Jr.Voya Financial Advisors, Inc.Waddell & Reed$10003-25-2019
Brian Russell ArmogidaVoya Financial Advisors, Inc.Waddell & Reed$52007-20-2018
Clare Elizabeth SheridanVoya Financial Advisors, Inc.Charles Schwab & Co., Inc.03-02-2018
John Raymond LandryVoya Financial Advisors, Inc.Waddell & Reed$18002-27-2018
Frank Paul Zocco Jr.Voya Financial Advisors, Inc.Cambridge Investment Research, Inc.$10002-20-2018
Sean Robert SullivanVoya Financial Advisors, Inc.Securities America, Inc.$34003-07-2017
Kyle Alan JarvisVoya Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-17-2017
Ellis Andrew HiltzVoya Financial Advisors, Inc.Park Avenue Securities LLC12-01-2016
Jillian Marie LacaresseVoya Financial Advisors, Inc.Foresters Financial Services, Inc.12-01-2016
Louis Joseph CzerwinskiVoya Financial Advisors, Inc.LPL Financial LLC10-03-2016
Joanna Sammy-SasieneVoya Financial Advisors, Inc.LPL Financial LLC05-11-2016
Laurel Elizabeth HardyVoya Financial Advisors, Inc.Bespoke Wealth Management$10001-21-2016
Tyler R. BolingVoya Financial Advisors, Inc.Parkland Securities, LLC12-02-2015
Nancy Kulik HolsteinVoya Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-05-2015
Catherine M JacksonVoya Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10002-01-2015
John Paul GagliotiVoya Financial Advisors, Inc.Strategic Advisers LLC01-26-2015
Matthew Gilbert JohnsonVoya Financial Advisors, Inc.VP Distributors LLC$10001-20-2015
Gregory Kelly SpringfieldVoya Financial Advisors, Inc.VALIC Financial Advisors, Inc.03-18-2014
Steven Paul ChoquetteVoya Financial Advisors, Inc.New England Securities11-15-2013
Linda Jean LeeVoya Financial Advisors, Inc.Raymond James Financial Services, Inc.10-22-2012
Keith WilliamsVoya Financial Advisors, Inc.VALIC Financial Advisors, Inc.$50008-03-2012
Patrick Stuart GriffinVoya Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-03-2011
Robert Arthur GoodenoughVoya Financial Advisors, Inc.Prudential Investment Management Services LLC07-25-2011
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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.