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
Jack Alexander Kennedy IIJB Meridian Advisors, LLCGunnAllen Financial, Inc10-07-2010
Gregory Neal LongAnderson & Strudwick, IncorporatedGunnAllen Financial, Inc05-19-2010
Jack Marlin ChottinerInternational Assets Advisory, LLCGunnAllen Financial, Inc05-17-2010
Donna Marie JenkinsAnderson & Strudwick, IncorporatedGunnAllen Financial, Inc04-16-2010
Stephen Miske MillerJHS Capital Advisors, LLCGunnAllen Financial, Inc04-12-2010
Reed Norman LengelLPL Financial LLCGunnAllen Financial, Inc04-09-2010
Christopher Clement ShererSecurities America, Inc.GunnAllen Financial, Inc$2504-07-2010
Robert Glenn AlvarezJHS Capital Advisors, LLCGunnAllen Financial, Inc04-06-2010
Robert Nelson SchimmelJ.P. Turner & Company, L.L.C.GunnAllen Financial, Inc04-01-2010
Abraham Joseph MargolisWestminster Financial Securities, Inc.GunnAllen Financial, Inc03-31-2010
James Anthony PetkosonCalton & Associates, Inc.GunnAllen Financial, Inc$2503-31-2010
Travis Paul KaniaCalton & Associates, Inc.GunnAllen Financial, Inc$5003-31-2010
Catherine A MilanoJHS Capital Advisors, LLCGunnAllen Financial, Inc03-30-2010
Francis Peter SearingJ.P. Turner & Company, L.L.C.GunnAllen Financial, Inc03-30-2010
Harvey Lee Ford IIIJHS Capital Advisors, LLCGunnAllen Financial, Inc03-30-2010
Myra Ann TuckerJ.P. Turner & Company, L.L.C.GunnAllen Financial, Inc03-30-2010
Robert Scott MarmorJHS Capital Advisors, LLCGunnAllen Financial, Inc03-30-2010
Sean Todd SteinJHS Capital Advisors, LLCGunnAllen Financial, Inc03-30-2010
Charles Stanley GideonJ.P. Turner & Company, L.L.C.GunnAllen Financial, Inc03-29-2010
Dana Wood PearsonJ.P. Turner & Company, L.L.C.GunnAllen Financial, Inc03-29-2010
Gustave AlfieriJHS Capital Advisors, LLCGunnAllen Financial, Inc03-29-2010
John Ray PiersallJHS Capital Advisors, LLCGunnAllen Financial, Inc03-29-2010
Michael Young HamiltonJ.P. Turner & Company, L.L.C.GunnAllen Financial, Inc03-29-2010
Andrew Barry GrossmanJHS Capital Advisors, LLCGunnAllen Financial, Inc03-26-2010
Dieter HeilmannJ.P. Turner & Company, L.L.C.GunnAllen Financial, Inc03-26-2010
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Showing 1 to 25 of 88 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.

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