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
Laura Marie FasanInfinex Investments, Inc.Next Financial Group, Inc.$50005-04-2009
Ryan Charles GandurskiInfinex Investments, Inc.Raymond James Financial Services Advisors, Inc07-23-2009
Laura Anne JoyceInfinex Investments, Inc.Raymond James & Associates, Inc.$25006-17-2010
Janet Marie RussottoInfinex Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-08-2010
Michelle Lee Cooper-McnallyInfinex Investments, Inc.Mutual of Omaha Investor Services, Inc.02-22-2012
Peter Michael CrabtreeInfinex Investments, Inc.Money Concepts Capital Corp$15008-21-2014
Jill LevinsonInfinex Investments, Inc.LPL Financial LLC12-03-2015
Kevin James SenechalleInfinex Investments, Inc.Money Concepts Capital Corp01-11-2016
Henry Meyer IIIInfinex Investments, Inc.BMO Harris Financial Advisors, Inc.$10006-14-2016
David Jerred CohnInfinex Investments, Inc.Raymond James Financial Services, Inc.$15007-13-2016
Gregory Wade GobbleInfinex Investments, Inc.First Brokerage America, LLC01-18-2017
Kim Renae SchardanInfinex Investments, Inc.Edward Jones$50004-10-2017
Christopher Matthew ParksInfinex Investments, Inc.Hilltop Securities Independent Network Inc.$25011-01-2019
Patrick Thomas PhalenInfinex Investments, Inc.Hilltop Securities Independent Network Inc.$50011-01-2019

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.