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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Joshua Abiy DemekeRobinhood Financial, LLCFidelity Brokerage Services LLC12-02-2019
Danni Paulette Mildred ThompsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC11-26-2019
Jannette-Marie Phillips HagerMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC11-01-2019
James W. King Jr.Securian Financial Services, Inc.Fidelity Brokerage Services LLC08-16-2019
Jeffrey Thomas RadkeE*TRADE Securities LLCFidelity Brokerage Services LLC08-02-2019
Donna Marie GoraMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC07-25-2019
Cole Thomas WilmarthRaymond James & Associates, Inc.Fidelity Brokerage Services LLC04-16-2019
Odot Namdidie IkonInvestacorp, Inc.Fidelity Brokerage Services LLC02-06-2019
Matthew John CeballosCharles Schwab & Co., Inc.Fidelity Brokerage Services LLC01-03-2019
Izabel AngelovaAmeriprise Financial Services, LLCFidelity Brokerage Services LLC12-05-2018
Douglas Bradley PetersonKovack Securities Inc.Fidelity Brokerage Services LLC09-07-2018
Daniel Scott ForresterMorgan StanleyFidelity Brokerage Services LLC08-16-2018
Vincent BesnerFidelity Brokerage Services LLCFidelity Brokerage Services LLC08-15-2018
Joel Ross MinnichMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC08-15-2018
Ryan James BrownMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC07-10-2018
William C. DavisTD Ameritrade Investment Management, LLCFidelity Brokerage Services LLC07-05-2018
Matthew Joseph KlenkeMorgan StanleyFidelity Brokerage Services LLC07-05-2018
Maurice Devon KelleyMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC06-12-2018
Jacob B. LucasMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC06-04-2018
Katelyn N. RaigerRaymond James Financial Services, Inc.Fidelity Brokerage Services LLC01-30-2018
Christopher M. RivardDeutsche Bank Securities Inc.Fidelity Brokerage Services LLC01-23-2018
Heather Marie BrewerMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC12-07-2017
Blake Estep BrewerMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC12-07-2017
William Kyle McKinleyValMark Securities, Inc.Fidelity Brokerage Services LLC12-01-2017
Sean Scott FortenberryMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC11-21-2017
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Showing 1 to 25 of 111 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.