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
Donald Allen Devereaux Jr.Ausdal Financial Partners, Inc.Royal Alliance Associates, Inc.12-04-2019
Mary Christine GrayAusdal Financial Partners, Inc.Ausdal Financial Partners, Inc.$15005-15-2019
Kevin Patrick NewmanAusdal Financial Partners, Inc.Principal Securities, Inc.02-11-2019
John Patrick MoranAusdal Financial Partners, Inc.World Trend Financial Planning Services, Ltd.10-03-2018
Matthew Robert FrommAusdal Financial Partners, Inc.LPL Financial LLC06-28-2018
Christopher John CapraAusdal Financial Partners, Inc.Arete Wealth Management, LLC07-21-2017
Randall Wayne AugsburgerAusdal Financial Partners, Inc.Farmers Financial Solutions, LLC11-04-2016
Dianna MosesAusdal Financial Partners, Inc.AXA Advisors, LLC01-07-2015
Frederick Wesley RoehmAusdal Financial Partners, Inc.FSC Securities Corporation$5008-19-2014
Kevin Monroe LeetAusdal Financial Partners, Inc.LPL Financial LLC04-01-2014
Morgan Jo WebbAusdal Financial Partners, Inc.Avantax Investment Services, Inc.11-01-2013
Michael Alan RenningerAusdal Financial Partners, Inc.Select Portfolio, Inc.10-31-2013
Samuel Altas JulianAusdal Financial Partners, Inc.Securities Service Network, LLC$1009-30-2013
Brian Wayne NapierAusdal Financial Partners, Inc.IMBB Investment Advisors$2509-18-2013
Thomas M MincyAusdal Financial Partners, Inc.Select Portfolio, Inc.08-14-2013
Sevan Masis MeneshianAusdal Financial Partners, Inc.ICMA-RC Services, LLC07-23-2013
Gerald Lee RepaszAusdal Financial Partners, Inc.Berthel, Fisher & Company Financial Services, Inc.$5006-24-2013
William Anthony GohsAusdal Financial Partners, Inc.Berthel, Fisher & Company Financial Services, Inc.$1006-24-2013
Donald Truman WolcottAusdal Financial Partners, Inc.Berthel, Fisher & Company Financial Services, Inc.$2506-21-2013
Les Dale HunzingerAusdal Financial Partners, Inc.Ameriprise Financial Services, LLC$5006-10-2013
Brad Vincent StuartAusdal Financial Partners, Inc.Cambridge Investment Research, Inc.08-31-2012
Merriam Jeanne RinkAusdal Financial Partners, Inc.Woodbury Financial Services, Inc.06-15-2012
Andrew Myron ParrishAusdal Financial Partners, Inc.Wells Fargo Clearing Services, LLC$20005-10-2012
Jeff Brad SondhelmAusdal Financial Partners, Inc.Wells Fargo Clearing Services, LLC05-10-2012
Jeffrey Michael BratzAusdal Financial Partners, Inc.First Allied Securities, Inc.05-01-2012
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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.