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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Orlando Kemaro SamuelsAllstate Financial Services, LLCSignator Investors, Inc.08-27-2014
Bryan S. SandsAvantax Investment Services, Inc.Signator Investors, Inc.07-21-2017
George Donald Dunn IIAvantax Investment Services, Inc.Signator Investors, Inc.06-29-2017
Harvey Nicol Black IIIAXA Advisors, LLCSignator Investors, Inc.05-29-2015
R. James KuznitzAXA Advisors, LLCSignator Investors, Inc.10-23-2013
Kevin Michael BurkartBurkart Financial Group, Inc.Signator Investors, Inc.$2501-18-2018
Daniel Ray DarnellCambridge Investment Research, Inc.Signator Investors, Inc.$5001-03-2017
Eric W. FilkinsCambridge Investment Research, Inc.Signator Investors, Inc.08-04-2016
Kevin Marc SokolowCapital AnalystsSignator Investors, Inc.$1003-25-2016
Lee Allen GilnerCetera Financial Specialists LLCSignator Investors, Inc.12-09-2013
Daniel Vidal AlvarezChase Investment Services Corp.Signator Investors, Inc.05-01-2012
Adam Dale BrownDawson James Securities, Inc.Signator Investors, Inc.$5006-02-2014
Michele Marie HonourEdward JonesSignator Investors, Inc.05-05-2017
Jonathan Grey RisslerEdward JonesSignator Investors, Inc.08-31-2015
Joseph Roland StOnge Jr.Edward JonesSignator Investors, Inc.09-28-2012
Luke Fleron MorrisFidelity Brokerage Services LLCSignator Investors, Inc.08-16-2010
Eric Michael HarleyInternational Assets Advisory, LLCSignator Investors, Inc.$1008-11-2016
Peter William Longo Jr.INVEST Financial CorporationSignator Investors, Inc.10-07-2013
Gary James YagerInvestacorp, Inc.Signator Investors, Inc.09-02-2016
Christina Burke ToweryJ.P. Morgan Securities LLCSignator Investors, Inc.06-02-2014
Erik Andrew SheppardJ.P. Morgan Securities LLCSignator Investors, Inc.04-08-2013
Troy Orvis VaughanJ.W. Cole Financial, Inc.Signator Investors, Inc.11-09-2017
Jose Eduardo CruzKovack Securities Inc.Signator Investors, Inc.09-10-2012
Daniel AlonsoKovack Securities Inc.Signator Investors, Inc.03-15-2012
Christopher John MoralesKovack Securities Inc.Signator Investors, Inc.03-09-2012
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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.