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
Mary Kathleen GreenePruco Securities, LLC.Pruco Securities, LLC.02-27-2020
Thomas Joseph CholevikPruco Securities, LLC.Transamerica Financial Advisors, Inc02-14-2020
Ivory Janelle StewartPruco Securities, LLC.AXA Advisors, LLC01-27-2020
Jesse ZaragozaPruco Securities, LLC.Bankers Life Securities, Inc.12-16-2019
James Ronald WelchPruco Securities, LLC.Infinex Investments, Inc.12-16-2019
Michael Joe WilsonPruco Securities, LLC.VALIC Financial Advisors, Inc.11-26-2019
Devon M. Wendler AlvordPruco Securities, LLC.State Farm VP Management Corp.10-15-2019
Kristin Pennock JacksonPruco Securities, LLC.Edward Jones09-27-2019
Nichole Joy RussellPruco Securities, LLC.Thrivent Investment Management Inc.09-25-2019
James Andrew HardenPruco Securities, LLC.Morgan Stanley09-05-2019
Kevin Michael WigginsPruco Securities, LLC.Nationwide Securities, LLC08-15-2019
Tanice Lashawn FortPruco Securities, LLC.Edward Jones07-30-2019
Mathew Timothy SoulisPruco Securities, LLC.Bankers Life Securities, Inc.07-23-2019
Matthew Ian KoopermanPruco Securities, LLC.Edward Jones$15007-08-2019
Eric R. SommersPruco Securities, LLC.MWA Financial Services Inc.06-17-2019
James Paul Pelletiere Jr.Pruco Securities, LLC.MML Investors Services, LLC06-10-2019
Leonard Lamarr Levi Sr.Pruco Securities, LLC.Cetera Investment Services LLC06-07-2019
Galo Andres ReveloPruco Securities, LLC.Edward Jones05-31-2019
Sabrina Jay MasonPruco Securities, LLC.Allstate Financial Services, LLC$10005-28-2019
Timothy DenPruco Securities, LLC.Bankers Life Securities, Inc.05-06-2019
Rogelio Paul Mai Jr.Pruco Securities, LLC.VALIC Financial Advisors, Inc.03-21-2019
Jeffrey P. MitchellPruco Securities, LLC.Thrivent Investment Management Inc.03-21-2019
Jonathon David MerickelPruco Securities, LLC.Vivaldi Capital Management, LLC03-18-2019
Suzanne RayasPruco Securities, LLC.Thrivent Investment Management Inc.02-26-2019
Brian Patrick TwohigPruco Securities, LLC.Thrivent Investment Management Inc.02-04-2019
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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.