Advisers on the Move

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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Bruce Tower SchillingLincoln Financial Advisors CorporationLionsbridge Wealth Management LLC$5008-08-2019
Anibal AlvaradoWells Fargo Clearing Services, LLCCitigroup Global Markets, Inc.08-06-2019
Jeffrey Gene GlynnCambridge Investment Research, Inc.First Command Financial Planning, Inc.08-01-2019
Michael Alan GillissGWN Securities Inc.Ameritas Investment Corp.08-01-2019
David J. BlountLPL Financial LLCThe O.N. Equity Sales Company08-01-2019
Gregory Benjamin StreitmanSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC$1007-31-2019
Janet Elizabeth BuleyWells Fargo Advisors Financial Network, LLCCetera Investment Advisers LLC$1,00007-31-2019
Ryan Matthew YoungSynovus Securities, Inc.Suntrust Advisory Services, Inc.$2507-31-2019
Michael Douglas CroweSynovus Securities, Inc.Suntrust Advisory Services, Inc.07-31-2019
Randall Geraldo BostonJ.W. Cole Financial, Inc.Pruco Securities, LLC.07-26-2019
Joseph Michael FlorioIFP Securities, LLCLincoln Financial Advisors Corporation07-24-2019
Jared W. KnowlesLPL Financial LLCTriad Advisors LLC07-24-2019
Eugene BialczakWoodbury Financial Services, Inc.Royal Alliance Associates, Inc.$5007-23-2019
Neil William GrossmanCraft Capital Management LLCRichfield Orion International, Inc.07-22-2019
Joyanna Rebekah ArgenyWoodbury Financial Services, Inc.Pruco Securities, LLC.07-22-2019
Christopher Howard AndrewsJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$50007-19-2019
Michael Saverio LongoSagePoint Financial, Inc.Capital Financial Services, Inc.$2507-19-2019
Rhoda StrelserWorld Equity Group, Inc.Taylor Capital Management Inc.07-19-2019
Louis Melvin Bell Jr.Pruco Securities, LLC.Ameriprise Financial Services, Inc.$24507-17-2019
Stephen Joseph MartinCetera Advisor Networks LLCLPL Financial LLC$10007-17-2019
Karin Anderson GrablinCetera Advisor Networks LLCLPL Financial LLC$2507-17-2019
Carlos J. Berrios-AgostoCambridge Investment Research, Inc.First American National Securities, Inc.07-16-2019
Jacqueline Marlene SchleimerMorgan StanleyJ.P. Morgan Securities LLC07-16-2019
Christina Alexandria KarasStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC$1,00007-15-2019
Kevin James SerciaLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-15-2019
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Showing 1 to 25 of 10,904 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.


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