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
Jennifer Ann KarchCarter Financial Group, Inc.Voya Financial Advisors, Inc.10-14-2019
Matthew Alan GreerCambridge Investment Research, Inc.Voya Financial Advisors, Inc.08-02-2018
Stephanie Lee BurksVoya Financial Advisors, Inc.Voya Financial Advisors, Inc.02-09-2018
Adam James OlsonPackerland Brokerage Services, Inc.Voya Financial Advisors, Inc.08-01-2016
Jeffrey Alan HaubBFC Planning, Inc.Voya Financial Advisors, Inc.05-13-2016
Emil Anthony DicksAvantax Investment Services, Inc.Voya Financial Advisors, Inc.10-21-2014
Christopher James JenningsMorgan StanleyVoya Financial Advisors, Inc.10-17-2014
Tonya Lekita ColemanVALIC Financial Advisors, Inc.Voya Financial Advisors, Inc.07-01-2014
Craig Wayne MonceyInvestment Planners, Inc.Voya Financial Advisors, Inc.01-09-2014
Meggan Marie CarrollLoria Financial Group, LLCVoya Financial Advisors, Inc.08-06-2013
Nicholas William MoylanMorgan StanleyVoya Financial Advisors, Inc.02-14-2013
Michael Anthony RusselleMerrill Lynch, Pierce, Fenner & Smith IncorporatedVoya Financial Advisors, Inc.09-05-2012
Timothy George CreathRegal Investment Advisors LLCVoya Financial Advisors, Inc.01-03-2011
Brian Dale CarlisleWoodbury Financial Services, Inc.Voya Financial Advisors, Inc.02-18-2010
Lawrence Peter StrzeleckiFSICVoya Financial Advisors, Inc.01-01-2010
John Philip GarvenFSICVoya Financial Advisors, Inc.12-14-2009
Robert James MillerQuestar Capital CorporationVoya Financial Advisors, Inc.$1012-14-2017
Stephanie Leigh HaganCarter Financial Group, Inc.Voya Financial Advisors, Inc.$2510-14-2019
David Michael SchlossbergFSICVoya Financial Advisors, Inc.$2501-01-2010
David Michael SchlossbergVoya Financial Advisors, Inc.Voya Financial Advisors, Inc.$2512-02-2009
Kevin Kenneth CarterMutual Securities, Inc.Voya Financial Advisors, Inc.$3110-15-2019
Jerry Scott KnudtsonCambridge Investment Research, Inc.Voya Financial Advisors, Inc.$3801-03-2017
Ronald Dean HensonLaSalle St Securities, L.L.C.Voya Financial Advisors, Inc.$5006-28-2016
Jeffrey R ToddH. Beck, Inc.Voya Financial Advisors, Inc.$5009-24-2013
Anthony AbruzzinoCetera Financial Specialists LLCVoya Financial Advisors, Inc.$5003-07-2011
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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.