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
Nicole M HutchesonAusdal Financial Partners, Inc.Avantax Investment Services, Inc.04-03-2019
Travis A. SmyczynskiAusdal Financial Partners, Inc.AXA Advisors, LLC05-08-2018
Kim EkleAusdal Financial Partners, Inc.Investment Planners, Inc.06-12-2017
Ross D. CohenAusdal Financial Partners, Inc.B. C. Ziegler and Company01-05-2017
Donna Kaye ReilleyAusdal Financial Partners, Inc.MetLife Securities Inc.11-07-2016
Travis J. WolfeAusdal Financial Partners, Inc.Purshe Kaplan Sterling Investments05-20-2016
Dustin Johnson JavierAusdal Financial Partners, Inc.McAdam LLC05-20-2016
Chwei-Guang Guang ChiouAusdal Financial Partners, Inc.BFC Planning, Inc.04-14-2016
Mark Lee ElafrosAusdal Financial Partners, Inc.Madison Avenue Securities, LLC03-17-2016
Christopher Kenneth ButiAusdal Financial Partners, Inc.Cornerstone Securities LLC09-22-2015
Brandon J HarwellAusdal Financial Partners, Inc.Cornerstone Securities LLC09-22-2015
Kevin Vincent CooneyAusdal Financial Partners, Inc.Sigma Financial Corporation09-11-2015
Randall Earl McGillAusdal Financial Partners, Inc.J.P. Turner & Company, L.L.C.06-09-2015
Patrick John GillespieAusdal Financial Partners, Inc.First Allied Securities, Inc.09-29-2014
Michael R. LichtfussAusdal Financial Partners, Inc.ProEquities, Inc.07-24-2012
Wilfredo Raul MirandaAusdal Financial Partners, Inc.Moloney Securities Co., Inc.07-23-2012
Tyler David QualioAusdal Financial Partners, Inc.Lincoln Financial Advisors Corporation06-04-2012
Andrew John McCauslandAusdal Financial Partners, Inc.Harvest Investment Services, LLC02-15-2012
Raymond Eugene PageAusdal Financial Partners, Inc.Workman Securities Corporation06-23-2011
Brian Joseph BelluominiAusdal Financial Partners, Inc.QA3 Financial Corp.02-11-2011
Richard Louis PaegelowAusdal Financial Partners, Inc.LPL Financial LLC07-09-2010
Michele Conti StrautsAusdal Financial Partners, Inc.AssetMark, Inc.05-21-2010
Joan K. JohnsonAusdal Financial Partners, Inc.Transamerica Financial Advisors, Inc02-04-2010
William Theodore Karstenson Jr.Ausdal Financial Partners, Inc.Lincoln Financial Securities Corporation01-05-2010
Diana Jean AllenAusdal Financial Partners, Inc.LPL Financial LLC11-09-2009
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Showing 1 to 25 of 114 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.