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
Mark S. RobinsonRIA Advisory Group, LLCMML Investors Services, LLC02-08-2020
Jeffrey Benton Kimball IIAmeriprise Financial Services, LLCMML Investors Services, LLC03-01-2019
Chad T. MacklandLion Street Financial, LLCMML Investors Services, LLC12-12-2018
Angel Dawn RysdamPrincipal Securities, Inc.MML Investors Services, LLC08-29-2018
Jon F HeimPrincipal Securities, Inc.MML Investors Services, LLC$2501-23-2018
Keith R HolcombCambridge Investment Research, Inc.MML Investors Services, LLC09-26-2017
Michael Vernon BenninghovenPrincipal Securities, Inc.MML Investors Services, LLC$1009-18-2017
Joshua James HerbstPrincipal Securities, Inc.MML Investors Services, LLC08-22-2017
Peter Derek ScheurmanAXA Advisors, LLCMML Investors Services, LLC06-02-2017
Jeffrey Scott BradleyFBL Marketing Services, LLCMML Investors Services, LLC08-08-2016
Craig Richard SchilligMML Investors Services, LLCMML Investors Services, LLC$5002-25-2016
Nakia Schwann CunninghamCambridge Investment Research, Inc.MML Investors Services, LLC03-05-2015
Benjamin VanengelenhovenMoney Concepts Capital CorpMML Investors Services, LLC02-19-2015
Ryan Lavern BrooksBroker Dealer Financial Services Corp.MML Investors Services, LLC07-22-2014
Henry L. OrtmannPackerland Brokerage Services, Inc.MML Investors Services, LLC04-01-2014
Michael Alan GabrielsonBroker Dealer Financial Services Corp.MML Investors Services, LLC10-18-2013
David R. AndrewLPL Financial LLCMML Investors Services, LLC09-20-2013
Joseph Rocco CampanelliLPL Financial LLCMML Investors Services, LLC07-22-2013
Leo M. QuickWaddell & ReedMML Investors Services, LLC02-25-2013
Jennifer Lynn SissonTransamerica Financial Advisors, IncMML Investors Services, LLC07-13-2012
David Scott NicholsFSC Securities CorporationMML Investors Services, LLC$5002-02-2012
Steven Douglas LepageCambridge Investment Research, Inc.MML Investors Services, LLC09-20-2011
Douglas Eugene HenkeCetera Investment Services LLCMML Investors Services, LLC05-02-2011
Charles Michael EstesCambridge Investment Research, Inc.MML Investors Services, LLC01-31-2011
Phillip Brian Cook Jr.Cambridge Investment Research, Inc.MML Investors Services, LLC01-31-2011
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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.