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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Recruiting Scoreboard (Q4 2020)

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
John Sheldon VaughanPruco Securities, LLC.Fifth Third Securities, Inc.03-10-2020
Jeffrey Thomas WilliamsCetera Investment Services LLCFifth Third Securities, Inc.08-08-2019
Mary Katherine CurryTIAA-CREF Individual & Institutional Services, LLCFifth Third Securities, Inc.05-21-2019
Kristin Marie Chapman RichardsWells Fargo Clearing Services, LLCFifth Third Securities, Inc.03-20-2019
Brian William BairdPruco Securities, LLC.Fifth Third Securities, Inc.12-11-2018
Adam Shane BreazealeCharles Schwab & Co., Inc.Fifth Third Securities, Inc.11-02-2018
Brian J PanzellaSunTrust Investment Services, Inc.Fifth Third Securities, Inc.$15009-26-2018
Jairo SotomayorMerrill Lynch, Pierce, Fenner & Smith IncorporatedFifth Third Securities, Inc.07-25-2017
Gina A PalanziWells Fargo Clearing Services, LLCFifth Third Securities, Inc.05-11-2017
John Alexander LaurentInfinex Investments, Inc.Fifth Third Securities, Inc.02-17-2017
Nathan R StoutSynovus Securities, Inc.Fifth Third Securities, Inc.02-13-2017
Donald Michael JankowskiAllstate Financial Services, LLCFifth Third Securities, Inc.$6511-09-2016
Orlando RiveraWells Fargo Clearing Services, LLCFifth Third Securities, Inc.11-08-2016
Bradley Alan KirchnerSynovus Securities, Inc.Fifth Third Securities, Inc.$2510-24-2016
David C McallisterMerrill Lynch, Pierce, Fenner & Smith IncorporatedFifth Third Securities, Inc.08-31-2016
Edward PalaciosPNC InvestmentsFifth Third Securities, Inc.08-18-2016
Alfredo RamirezJ.P. Morgan Securities LLCFifth Third Securities, Inc.06-02-2016
Sean Brenden CallejaVALIC Financial Advisors, Inc.Fifth Third Securities, Inc.05-23-2016
Corbyn Lucas HightowerWells Fargo Advisors Financial Network, LLCFifth Third Securities, Inc.05-20-2016
Christopher James AndrewsWells Fargo Clearing Services, LLCFifth Third Securities, Inc.04-29-2016
Renee Marie MaloneySunTrust Investment Services, Inc.Fifth Third Securities, Inc.$5004-15-2016
Robert A EvansJ.P. Morgan Securities LLCFifth Third Securities, Inc.02-29-2016
Ahmed H JoumaaCitigroup Global Markets Inc.Fifth Third Securities, Inc.$15012-08-2015
Adamo Stephen CalistriWells Fargo Clearing Services, LLCFifth Third Securities, Inc.10-26-2015
Hina Sanghvi CoryMorgan StanleyFifth Third Securities, Inc.08-28-2015
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Showing 1 to 25 of 54 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.