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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jason Andrew ToshFifth Third Securities, Inc.Ameriprise Financial Services, Inc.09-09-2009
Thomas SchullerFifth Third Securities, Inc.Associated Investment Services, Inc.$5006-29-2012
Michael Alfred YouakimFifth Third Securities, Inc.Associated Investment Services, Inc.03-06-2012
Anthony Attila GacsFifth Third Securities, Inc.Ausdal Financial Partners, Inc.$1006-10-2019
Mark Joseph WyrobekFifth Third Securities, Inc.B. C. Ziegler and Company03-07-2018
Jonathan Erik JamesFifth Third Securities, Inc.BMO Harris Financial Advisors, Inc.07-30-2019
Richard KuzniarFifth Third Securities, Inc.BMO Harris Financial Advisors, Inc.$8010-16-2017
Eric Christian AndersFifth Third Securities, Inc.BMO Harris Financial Advisors, Inc.04-19-2017
Stewart Earl SchraderFifth Third Securities, Inc.BMO Harris Financial Advisors, Inc.$1203-22-2017
Stephen John TemmerFifth Third Securities, Inc.BMO Harris Financial Advisors, Inc.$15006-24-2009
Nancy M. GrahamFifth Third Securities, Inc.Cedar Hill Associates, LLC06-05-2019
Angelica V. VukobratovichFifth Third Securities, Inc.Cetera Investment Services LLC$1006-04-2019
Jonathan Eugene PattersonFifth Third Securities, Inc.Cetera Investment Services LLC06-03-2019
Paul William MozisFifth Third Securities, Inc.Cetera Investment Services LLC06-03-2019
Marion John CharickiFifth Third Securities, Inc.Cetera Investment Services LLC06-03-2019
Shahzad ShamsuddinFifth Third Securities, Inc.Cetera Investment Services LLC06-03-2019
Marion J. TuckerFifth Third Securities, Inc.Cetera Investment Services LLC$5001-12-2018
Luis ChavezFifth Third Securities, Inc.Chase Investment Services Corp.09-27-2012
Gerald Allan GilbertsonFifth Third Securities, Inc.Citigroup Global Markets Inc.01-15-2010
Steven Scott HowardFifth Third Securities, Inc.Citigroup Global Markets Inc.01-08-2010
Salvador BrisenoFifth Third Securities, Inc.Citigroup Global Markets Inc.11-16-2009
Juan Carlos AguilarFifth Third Securities, Inc.Edward Jones11-13-2012
Zachary Bryce BenningFifth Third Securities, Inc.Edward Jones11-23-2010
Dominic Anthony DefazioFifth Third Securities, Inc.FirstMerit Financial Services, Inc01-31-2011
Thomas Earl MatugFifth Third Securities, Inc.Hornor, Townsend & Kent, LLC12-09-2013
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Showing 1 to 25 of 47 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.

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