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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Janis Lynn BranerKey Investment Services LLCKey Investment Services LLC11-14-2019
Lynne Ellen RuleKey Investment Services LLCThe Huntington Investment Company12-24-2018
Marcus Contral BurnsKey Investment Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-06-2018
Bryn April MalagonKey Investment Services LLCNorthwestern Mutual Investment Services, LLC03-12-2018
Ivory C. SalmonKey Investment Services LLCFifth Third Securities, Inc.01-26-2018
Edward H. ChoKey Investment Services LLCJ.P. Morgan Securities LLC01-22-2018
Brian Anthony WujcikKey Investment Services LLCThe Huntington Investment Company09-14-2017
David Michael PryorKey Investment Services LLCFifth Third Securities, Inc.06-21-2017
Nicholas Euston PenceKey Investment Services LLCThe Huntington Investment Company05-03-2017
Christopher D. CamdenKey Investment Services LLCFifth Third Securities, Inc.04-13-2017
Shawn David WhitcraftKey Investment Services LLCCetera Investment Services LLC10-03-2016
Christopher D. MerrillKey Investment Services LLCThe Huntington Investment Company09-19-2016
Mitchell G. McKinneyKey Investment Services LLCJ.P. Morgan Securities LLC08-09-2016
Matthew Scott ToneyKey Investment Services LLCThe Huntington Investment Company08-04-2016
Matthew M. JonesKey Investment Services LLCPruco Securities, LLC.06-17-2016
Ryan Edward HaddanKey Investment Services LLCEdward Jones05-18-2016
Janis Lynn BranerKey Investment Services LLCFifth Third Securities, Inc.03-11-2016
Jennifer M. HoneycuttKey Investment Services LLCJ.P. Morgan Securities LLC10-26-2015
Jessica A. KilgoreKey Investment Services LLCKey Investment Services LLC09-24-2015
Jacob Dennis VandalenKey Investment Services LLCPNC Investments09-04-2015
Kevin Scott MassaKey Investment Services LLCEdward Jones$1005-19-2015
Ryan Winston McNamaraKey Investment Services LLCJ.P. Morgan Securities LLC02-17-2015
Matthew Scott HuberKey Investment Services LLCCharles Schwab & Co., Inc.12-15-2014
James Anthony Lawson Jr.Key Investment Services LLCJ.P. Morgan Securities LLC10-13-2014
Laura Holly Rozek-DillKey Investment Services LLCThe Huntington Investment Company09-11-2014
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Showing 1 to 25 of 37 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.