Advisers on the Move

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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
James Francis DavisLPL Financial LLCCitizens Securities, Inc.05-25-2012
Robert P. EberlinLPL Financial LLCCitizens Securities, Inc.05-31-2012
Kevin Michael KruseLPL Financial LLCCitizens Securities, Inc.05-31-2012
Helen Grace CaldwellCitigroup Global Markets Inc.Citizens Securities, Inc.06-27-2012
Daniel Joseph De MasiCitigroup Global Markets Inc.Citizens Securities, Inc.06-19-2014
Michael Joseph PowersU.S. Bancorp Investments, Inc.Citizens Securities, Inc.$2506-20-2014
Elia Michael GhanemU.S. Bancorp Investments, Inc.Citizens Securities, Inc.06-20-2014
Robert Thomas StoltzU.S. Bancorp Investments, Inc.Citizens Securities, Inc.06-20-2014
Murvet V VerzivolliU.S. Bancorp Investments, Inc.Citizens Securities, Inc.06-20-2014
Merima RamushiU.S. Bancorp Investments, Inc.Citizens Securities, Inc.06-20-2014
Prashant ThakkerU.S. Bancorp Investments, Inc.Citizens Securities, Inc.06-20-2014
William Garland LaceyU.S. Bancorp Investments, Inc.Citizens Securities, Inc.06-20-2014
Piero PannaraleU.S. Bancorp Investments, Inc.Citizens Securities, Inc.06-20-2014
Meghavi Damani RoseanJ.P. Morgan Securities LLCCitizens Securities, Inc.06-28-2018

Showing 1 to 14 of 14 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.


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