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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
John Michael DonnellanPruco Securities, LLC.Questar Capital Corporation$2501-23-2019
Arthur Richard LewisPruco Securities, LLC.Edward Jones$110-09-2018
Russell L. ThompsonPruco Securities, LLC.W&S Brokerage Services, Inc.05-30-2018
HUNTER GROSEPruco Securities, LLC.Independent Financial Partners05-29-2018
Olga Lidia DevaluePruco Securities, LLC.MML Investors Services, LLC$15005-09-2018
Martha Lynn Grimshaw-KillianPruco Securities, LLC.TD Ameritrade Investment Management, LLC04-23-2018
Gerry James CorriganPruco Securities, LLC.MWA Financial Services Inc.$2503-27-2018
Linda Rae LoringPruco Securities, LLC.MML Investors Services, LLC$1002-27-2018
John Jude ButlerPruco Securities, LLC.Allstate Financial Services, LLC$5001-19-2018
Russell Wade HagnerPruco Securities, LLC.Voya Financial Advisors, Inc.$101-17-2018
Sean David RyanPruco Securities, LLC.Nationwide Securities, LLC$2501-04-2018
Stephen Thomas TavanoPruco Securities, LLC.Edward Jones$112-12-2017
Bradley Donnel GayheartPruco Securities, LLC.Brokers International Financial Services, LLC.12-11-2017
Grant Stephen FrederickPruco Securities, LLC.CWA Asset Management Group10-06-2017
Charles Todd GreenblottPruco Securities, LLC.Legend Advisory, LLC09-19-2017
Ronald Timothy KeeganPruco Securities, LLC.AXA Advisors, LLC08-24-2017
Doug L CoadPruco Securities, LLC.Cambridge Investment Research, Inc.08-15-2017
Robert Mark CerritoPruco Securities, LLC.Secure Investment Management, LLC$5006-06-2017
Sandra O Hehir KeirPruco Securities, LLC.GWN Securities Inc.05-24-2017
Todd Richard AbramsPruco Securities, LLC.Principal Securities, Inc.$105-23-2017
Walter Osvaldo VazquezPruco Securities, LLC.Summit Brokerage Services, Inc.$104-28-2017
Michelle Argero MalacinskiPruco Securities, LLC.Trustmont Financial Group, Inc.$5004-21-2017
Ken Anthony BradshawPruco Securities, LLC.Edward Jones$104-11-2017
Edward Robert PlasterPruco Securities, LLC.MML Investors Services, LLC04-04-2017
Jay Winston BermanPruco Securities, LLC.RBC Capital Markets, LLC03-01-2017
Next Page »

Showing 1 to 25 of 94 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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