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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Robert James TuckerCamarda Wealth Advisory GroupFidelity Brokerage Services LLC10-08-2012
Jan Vicco Von BuelowCreative Planning, Inc.Fidelity Brokerage Services LLC10-14-2016
Michael YoungCUSO Financial Services, L.P.Fidelity Brokerage Services LLC02-01-2017
James E. LoveCWA Asset Management GroupFidelity Brokerage Services LLC12-11-2018
Ronald Mckean HeymannDavis Capital ManagementFidelity Brokerage Services LLC01-22-2013
Demel I GonzalezHeartwood Financial ServicesFidelity Brokerage Services LLC06-01-2012
Karl H. MirandaJ.P. Morgan Securities LLCFidelity Brokerage Services LLC03-08-2017
Brian Michael HickeyJ.P. Morgan Securities LLCFidelity Brokerage Services LLC09-26-2016
Michael Lawrence HaywardJ.P. Morgan Securities LLCFidelity Brokerage Services LLC10-23-2014
Christopher Charles GuidoJ.P. Morgan Securities LLCFidelity Brokerage Services LLC$10008-05-2014
Justin William BowlesJ.P. Morgan Securities LLCFidelity Brokerage Services LLC08-05-2014
Cisar Gerald OcanaJ.P. Morgan Securities LLCFidelity Brokerage Services LLC07-23-2014
Glenn Evans Holmes Jr.J.P. Morgan Securities LLCFidelity Brokerage Services LLC10-15-2013
Daibby MinogueJ.P. Morgan Securities LLCFidelity Brokerage Services LLC10-08-2013
Eric Robert AbbottJ.P. Morgan Securities LLCFidelity Brokerage Services LLC09-03-2013
Russell Glenn BedoreJ.P. Morgan Securities LLCFidelity Brokerage Services LLC07-15-2013
Jennifer Rachel PasterczykLPL Financial LLCFidelity Brokerage Services LLC$2510-30-2018
Evan Kyle CarterLPL Financial LLCFidelity Brokerage Services LLC07-26-2017
Stefanie Lauren StarlingLPL Financial LLCFidelity Brokerage Services LLC03-24-2017
Valerie Jean HeinemanLPL Financial LLCFidelity Brokerage Services LLC$2503-18-2013
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
Rajiv Ritesh MehtaMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC07-02-2018
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
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Showing 1 to 25 of 64 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.

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