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
Joshua William SeyerPFS Investments Inc.PFS Investments Inc.02-08-2020
Neal ElliottNYLIFE Securities LLCPFS Investments Inc.07-20-2016
Rena M ScottPFS Investments Inc.PFS Investments Inc.12-26-2013
John Timmothy BrownPFS Investments Inc.PFS Investments Inc.06-04-2013
Joseph Victorio PivaPFS Investments Inc.PFS Investments Inc.01-08-2013
Juan A. AmorosState Farm VP Management Corp.PFS Investments Inc.09-24-2012
Jayson Phillips FettermanWells Fargo Clearing Services, LLCPFS Investments Inc.08-30-2012
Jerry Leland BelnapWaddell & ReedPFS Investments Inc.08-17-2012
Seth Mitchell KingPFS Investments Inc.PFS Investments Inc.06-05-2012
Roy Ernest Hull IIPFS Investments Inc.PFS Investments Inc.01-10-2012
Roberta Ann MendelPFS Investments Inc.PFS Investments Inc.01-19-2010
Thomas John NelsonKey Investment Services LLCPFS Investments Inc.08-26-2009
Jerry Dean EllisPFS Investments Inc.PFS Investments Inc.04-01-2009

Showing 1 to 13 of 13 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.