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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Brian Stephen GeorgeWorld Equity Group, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)12-09-2019
Andrea K AcostaWorld Equity Group, Inc.Kestra Investment Services, LLC08-19-2019
Sean Randolph StevensWorld Equity Group, Inc.Taylor Capital Management Inc.08-16-2019
Aaron W. GainesWorld Equity Group, Inc.Edward Jones07-19-2019
Rhoda StrelserWorld Equity Group, Inc.Taylor Capital Management Inc.07-19-2019
Melvin Philip PittmanWorld Equity Group, Inc.Taylor Capital Management Inc.07-11-2019
Robert Paul Wynn Jr.World Equity Group, Inc.Taylor Capital Management Inc.06-27-2019
Robert George David Jr.World Equity Group, Inc.Taylor Capital Management Inc.06-26-2019
William Patrick HothWorld Equity Group, Inc.Taylor Capital Management Inc.06-25-2019
John Donald StoverWorld Equity Group, Inc.Triumph Wealth Advisors, Inc.06-21-2019
Antonio Dewayne SankeyWorld Equity Group, Inc.Taylor Capital Management Inc.06-20-2019
Frederic William SchrodtWorld Equity Group, Inc.Lake Forest Securities, LLC02-22-2019
Jeffrey Miles IngramWorld Equity Group, Inc.Hanover Securities05-03-2016
Kalithasan SevasamyWorld Equity Group, Inc.Aegis Capital Corp.12-14-2015
Michael Joseph VitulliWorld Equity Group, Inc.Aegis Capital Corp.11-17-2015
Ryan T CareyWorld Equity Group, Inc.J. W. Cole Advisors, Inc.11-26-2014
Peter Michael LewisWorld Equity Group, Inc.Fifth Third Securities, Inc.10-14-2014
Edith Hansen SavilleWorld Equity Group, Inc.Saracen Capital LP04-15-2014
Scott F. HoskinsWorld Equity Group, Inc.Global Financial Private Capital, Inc.11-04-2013
Sean Michael-Thomas DranfieldWorld Equity Group, Inc.Dranfield Planning LLC10-25-2013
Arthur Frank TestaniWorld Equity Group, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-07-2012
Robert Bernard FinnWorld Equity Group, Inc.RBC Capital Markets, LLC11-16-2011
Christopher T. DallasWorld Equity Group, Inc.Best Direct Securities, LLC05-31-2011
Sherwin ShenfeldWorld Equity Group, Inc.Secondcap America LLC08-06-2010
Eric John ZimmerWorld Equity Group, Inc.American Capital Partners, LLC06-17-2010
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Showing 1 to 25 of 61 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.


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