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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Lance StephensAllstate Financial Services, LLCPruco Securities, LLC.07-17-2018
Javier Martinez HernandezAllstate Financial Services, LLCPruco Securities, LLC.06-12-2017
Anthony NigroAllstate Financial Services, LLCPruco Securities, LLC.02-16-2017
Mircea CorchesAllstate Financial Services, LLCPruco Securities, LLC.11-23-2016
Gretchan Leigh LangleyAllstate Financial Services, LLCPruco Securities, LLC.05-04-2010
Michelle Sarah MeeganAmeriprise Financial Services, LLCPruco Securities, LLC.11-09-2018
Amanda Leigh TabachnickAmeriprise Financial Services, LLCPruco Securities, LLC.$1010-19-2018
Jonathan James DiricoAmeriprise Financial Services, LLCPruco Securities, LLC.10-19-2018
Michael CojoceaAmeritas Investment Company, LLCPruco Securities, LLC.06-04-2019
Juan Pablo HanuszkiewiczAXA Advisors, LLCPruco Securities, LLC.11-29-2010
Greyson H. HuberBB&T Securities, LLCPruco Securities, LLC.03-27-2018
Robin Faith WolffCambridge Investment Research, Inc.Pruco Securities, LLC.$5002-01-2012
Nestor Gabriel SchpalianskyCetera Investment Services LLCPruco Securities, LLC.10-01-2018
Francisco R. RodriguezCetera Investment Services LLCPruco Securities, LLC.03-07-2018
Jason N GeislerChase Investment Services Corp.Pruco Securities, LLC.08-08-2011
Yaimis Martha VeraChase Investment Services Corp.Pruco Securities, LLC.06-20-2011
Daniel A. AmaroChase Investment Services Corp.Pruco Securities, LLC.01-27-2011
Matthew Allen JoyChase Investment Services Corp.Pruco Securities, LLC.11-08-2010
Luis Cesar MirChase Investment Services Corp.Pruco Securities, LLC.04-12-2010
Brian I. BaldwinChase Investment Services Corp.Pruco Securities, LLC.02-01-2010
Edwin Joseph ReynoldsCUSO Financial Services, L.P.Pruco Securities, LLC.05-01-2017
Robert Howard Siddell IIIDeutsche Bank Securities Inc.Pruco Securities, LLC.05-26-2015
Michael Roger EyermannEdward JonesPruco Securities, LLC.07-25-2014
Sean GerlinEnvision Financial Services & Asset ManagementPruco Securities, LLC.$1010-31-2018
Susan Denise LandrethFidelity Brokerage Services LLCPruco Securities, LLC.08-31-2015
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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.