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
George Christopher Jenkins IIVALIC Financial Advisors, Inc.Allstate Financial Services, LLC03-04-2020
Raymond Leon Rivers Jr.VALIC Financial Advisors, Inc.Edward Jones11-06-2019
David Allen FantVALIC Financial Advisors, Inc.Lincoln Investment02-06-2019
Rodrick Kevin SullivanVALIC Financial Advisors, Inc.Allstate Financial Services, LLC01-08-2019
Peter Andrew HeidenreichVALIC Financial Advisors, Inc.Allstate Financial Services, LLC12-26-2018
Daniel Joseph HarmeyerVALIC Financial Advisors, Inc.CUNA Brokerage Services, Inc.12-17-2018
Charles Z MahaffeyVALIC Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-02-2018
Matthews BarnettVALIC Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-29-2018
Tosheika Renee Gatlin WilmoreVALIC Financial Advisors, Inc.Avantax Investment Services, Inc.10-24-2017
Tia Shennell JinksVALIC Financial Advisors, Inc.Edward Jones$1308-29-2017
Jeremy Lyle WintersVALIC Financial Advisors, Inc.J.P. Morgan Securities LLC$306-12-2017
Jason Dwayne ShearerVALIC Financial Advisors, Inc.Park Avenue Securities LLC06-01-2017
Bradwell Parker SkinnerVALIC Financial Advisors, Inc.Raymond James Financial Services, Inc.11-29-2016
Jennifer A. BettsVALIC Financial Advisors, Inc.AXA Advisors, LLC07-28-2016
Brian David KaeserVALIC Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-15-2015
Jason Adam SellewVALIC Financial Advisors, Inc.Roswell Asset Advisors LLC10-14-2015
Chase Alexander KulczakVALIC Financial Advisors, Inc.Waddell & Reed09-21-2015
Charlene Linda BurnhamVALIC Financial Advisors, Inc.Wells Fargo Clearing Services, LLC09-09-2015
Matthew Arthur WoodhouseVALIC Financial Advisors, Inc.SunTrust Investment Services, Inc.09-09-2015
Joseph Anthony OkraskiVALIC Financial Advisors, Inc.Transamerica Investors Securities Corporation08-25-2015
Michael Wayne GiddeonsVALIC Financial Advisors, Inc.Independent Financial Partners06-01-2015
Ali MahbodVALIC Financial Advisors, Inc.Edward Jones11-14-2014
John Marsellin BreardVALIC Financial Advisors, Inc.VALIC Financial Advisors, Inc.11-04-2014
Lynn Tyler WoodVALIC Financial Advisors, Inc.SunTrust Investment Services, Inc.01-21-2014
Mark Richard MageeVALIC Financial Advisors, Inc.Next Financial Group, Inc.01-07-2014
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Showing 1 to 25 of 37 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.