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
Kevin John LehmanVoya Financial Advisors, Inc.Edward Jones$1002-10-2020
Dennis P. DonnellyVoya Financial Advisors, Inc.BancWest Investment Services, Inc.01-06-2020
Kyle Joseph WeismantelVoya Financial Advisors, Inc.Northwestern Mutual Investment Services, LLC12-17-2018
Joshua T. MacleanVoya Financial Advisors, Inc.NYLIFE Securities LLC11-13-2018
Charles Randall SnookVoya Financial Advisors, Inc.Signator Investors, Inc.10-01-2018
Keith Edward HunterVoya Financial Advisors, Inc.Wells Fargo Clearing Services, LLC09-17-2018
Sean Matthew BeardVoya Financial Advisors, Inc.Raymond James Financial Services, Inc.01-11-2017
John P. DelaneyVoya Financial Advisors, Inc.Summit Brokerage Services, Inc.12-20-2016
John Irving PrattVoya Financial Advisors, Inc.Summit Brokerage Services, Inc.$5012-19-2016
Joel Lee SnellVoya Financial Advisors, Inc.Wells Fargo Clearing Services, LLC10-06-2015
Gregory Daniel LevengoodVoya Financial Advisors, Inc.LPL Financial LLC$5008-07-2015
Richard Raymond SchneiderVoya Financial Advisors, Inc.ICMA-RC Services, LLC07-24-2015
Sarah DolsVoya Financial Advisors, Inc.Brokers International Financial Services, LLC.06-03-2015
Chris Richard CounceVoya Financial Advisors, Inc.BBVA Securities Inc.05-07-2015
Donna Sue Littrel BarnardVoya Financial Advisors, Inc.MetLife Securities Inc.05-01-2015
Jesus Alvarez LopezVoya Financial Advisors, Inc.Investors Capital Corp.03-06-2015
Jeff Alan BrowerVoya Financial Advisors, Inc.FSB Premier Wealth Management, Inc.$2501-08-2015
Thomas James PrideauxVoya Financial Advisors, Inc.Questar Capital Corporation10-15-2014
Andrew Michael PerryVoya Financial Advisors, Inc.Ameriprise Financial Services, LLC10-06-2014
Timothy E. TarantoVoya Financial Advisors, Inc.LPL Financial LLC08-15-2014
Cary M CheungVoya Financial Advisors, Inc.Navian Capital Securities LLC08-12-2014
Ryan Thomas HollenbachVoya Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-04-2014
Lawrence Charles Copeland Jr.Voya Financial Advisors, Inc.American Portfolios Financial Services, Inc.$5006-02-2014
Kathleen Theresa NatalVoya Financial Advisors, Inc.American Portfolios Financial Services, Inc.06-02-2014
James Christopher CopelandVoya Financial Advisors, Inc.American Portfolios Financial Services, Inc.06-02-2014
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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.