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
Andrew Jackson Yenn-BatahE*TRADE Securities LLCMML Investors Services, LLC09-13-2018
Anthony Michael AulffoTaylor Capital Management Inc.MML Investors Services, LLC01-23-2019
Beverly Addington McBrideTriad Advisors LLCMML Investors Services, LLC$5009-11-2009
Brad Stewart BargerSunTrust Investment Services, Inc.MML Investors Services, LLC07-01-2016
Bradley Dale AtkinsFinancial Clarity Partners, LLCMML Investors Services, LLC07-28-2015
Bronson J. KiblerNYLIFE Securities LLCMML Investors Services, LLC04-12-2019
Carlos Jose ChunPruco Securities, LLC.MML Investors Services, LLC03-12-2014
Caroline Louis VollertsenSecurian Financial Services, Inc.MML Investors Services, LLC01-07-2015
Christopher Michael MorraMML Investors Services, LLCMML Investors Services, LLC04-20-2016
Christopher Shaun AlexanderMerrill Lynch, Pierce, Fenner & Smith IncorporatedMML Investors Services, LLC07-15-2014
Conrad Brian LevesqueJ.W. Cole Financial, Inc.MML Investors Services, LLC10-06-2017
David Stuart McClellanLPL Financial LLCMML Investors Services, LLC$1007-06-2010
Dibyendu DePark Avenue Securities LLCMML Investors Services, LLC09-21-2018
Douglas L. VowelsAdvisory Services NetworkMML Investors Services, LLC12-04-2019
Durrette Ama OfosuQuestar Capital CorporationMML Investors Services, LLC08-14-2009
Eric Richard KnabJ.P. Turner & Company, L.L.C.MML Investors Services, LLC09-01-2011
Faizan Hamid MoosaMerrill Lynch, Pierce, Fenner & Smith IncorporatedMML Investors Services, LLC07-11-2017
Fannie Tia CollierSunTrust Investment Services, Inc.MML Investors Services, LLC07-10-2019
George ChuiE*TRADE Securities LLCMML Investors Services, LLC10-04-2013
Gibson Johnston Pryor Jr.Cetera Advisors LLCMML Investors Services, LLC09-24-2012
Ira Scott KallishNext Financial Group, Inc.MML Investors Services, LLC02-01-2013
Jamar Lamont BatesBates Financial Group, LLC.MML Investors Services, LLC08-19-2014
James Ryan BoydLPL Financial LLCMML Investors Services, LLC12-18-2019
Jamie Lynn SchumacherCountry Capital Management CompanyMML Investors Services, LLC03-05-2014
Jason A. JonesFidelity Brokerage Services LLCMML Investors Services, LLC02-20-2020
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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.