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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Deborah Kay JohnsonNations Financial Group, Inc.1st Discount Brokerage, Inc.10-18-2012
Philip Dean NevilleCambridge Investment Research, Inc.1ST Global Advisors Inc$1006-17-2013
Diane Lynn AlexanderCambridge Investment Research, Inc.1st Global Capital Corp.$1006-17-2013
Carol Jan ChildCambridge Investment Research, Inc.1st Global Capital Corp.06-17-2013
Stacie Lynn BrassAccel Wealth Management LLCAccel Wealth Management$10001-16-2017
Scott Alan DurscherAccel Wealth Management LLCAccel Wealth Management$10001-16-2017
Jason Mashinsky GreenbergCUNA Brokerage Services, Inc.ADP Broker-Dealer, Inc.04-21-2015
Jeremy Alan LyonsIndependent Financial PartnersAdvantage Investment Management, LLC$1,00009-28-2018
Janet Ann WulfRDA Financial NetworkAdvantage Investment Management, LLC02-16-2010
Nicholas M. JacobsMerrill Lynch, Pierce, Fenner & Smith IncorporatedAIG Capital Services, Inc.12-24-2012
Tena Jill BurrellBrokers International Financial Services, LLC.Allied Beacon Partners, Inc.07-08-2013
Dennis Robert KreuscherLiberty Partners Financial Services, LLCAllied Beacon Partners, Inc.$1006-19-2013
Peter George PecciBrokers International Financial Services, LLC.Allstate Financial Advisors, LLC$5012-12-2017
James Duncan McGaryCUNA Brokerage Services, Inc.Allstate Financial Services, LLC04-23-2019
Michael Thad CorbinFBL Marketing Services, LLCAllstate Financial Services, LLC02-26-2018
Timothy Jay MarsFBL Marketing Services, LLCAllstate Financial Services, LLC06-10-2015
William Michael SimpsonFBL Marketing Services, LLCAllstate Financial Services, LLC08-22-2014
Stuart S. CooperCUNA Brokerage Services, Inc.Allstate Financial Services, LLC08-26-2013
Brent Emmanuel ChavezBrokers International Financial Services, LLC.Allstate Financial Services, LLC03-19-2013
Scott Archie StoneBancWest Investment Services, Inc.Allstate Financial Services, LLC$2512-14-2011
Marcia Sue BaldwinThrivent Investment Management Inc.Allstate Financial Services, LLC08-24-2011
Ted Edward DerrickCambridge Investment Research, Inc.Ambassador Advisors, LLC$2507-16-2009
Glen Cameron HenryCambridge Investment Research, Inc.American Financial Management Ltd$15004-03-2017
Jonathan Charles YoungCUNA Brokerage Services, Inc.American Funds Distributors, Inc.$2502-08-2018
Matthew Donald ShannahanNations Financial Group, Inc.American Independent Securities Group, LLC08-16-2011
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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.