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
Alan Wayne DooleyPFS Investments Inc.PFS Investments Inc.02-28-2011
Anamaria RosadoAvantax Investment Services, Inc.PFS Investments Inc.10-18-2016
Andrea Jenny YoungPFS Investments Inc.PFS Investments Inc.01-13-2010
Archer Martin HoneaPFS Investments Inc.PFS Investments Inc.01-06-2018
Arnold Issiah HaynesEdward JonesPFS Investments Inc.11-01-2015
Audrey Ann AllenC C F Investments, Inc.PFS Investments Inc.06-24-2009
Barry William LovePFS Investments Inc.PFS Investments Inc.01-05-2015
Bobby Kim PowersPFS Investments Inc.PFS Investments Inc.02-24-2009
Brendan Jamil KandakaiJ.P. Morgan Securities LLCPFS Investments Inc.03-09-2016
Bryant ThomasPFS Investments Inc.PFS Investments Inc.01-25-2020
Catherine Jane DooleyPFS Investments Inc.PFS Investments Inc.03-04-2011
Charles Thomas Gunnell Jr.C C F Investments, Inc.PFS Investments Inc.03-20-2012
Christina Deshunn StephensPFS Investments Inc.PFS Investments Inc.12-26-2013
Curtis Parks Jr.Avantax Investment Services, Inc.PFS Investments Inc.08-04-2015
Daniel Lee WilliamsPFS Investments Inc.PFS Investments Inc.01-17-2012
Derek Tyrone ValentinePFS Investments Inc.PFS Investments Inc.04-08-2010
Donald BanksPFS Investments Inc.PFS Investments Inc.$1001-05-2012
Donald BanksPFS Investments Inc.PFS Investments Inc.04-27-2011
Donald James Bonnet Jr.J.P. Morgan Securities LLCPFS Investments Inc.03-22-2016
Edward Bernard SeayC C F Investments, Inc.PFS Investments Inc.01-20-2009
Gifford Rae PaceCountry Capital Management CompanyPFS Investments Inc.10-05-2015
Grady Henry PittmanPFS Investments Inc.PFS Investments Inc.01-26-2017
Grady Henry PittmanPFS Investments Inc.PFS Investments Inc.03-25-2010
Hameeda M. BelloE*TRADE Securities LLCPFS Investments Inc.10-13-2011
Helyn Elizabeth JohnsonPFS Investments Inc.PFS Investments Inc.04-25-2011
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Showing 1 to 25 of 81 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. 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.