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
Wynston Douglas MackieMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC04-02-2018
Michael John GlazerHancock Whitney Investment Services Inc.AXA Advisors, LLC09-06-2017
Emily Flanders YonkerJ.P. Morgan Securities LLCAXA Advisors, LLC05-01-2015
Robert Eugene BruneMetLife Securities Inc.AXA Advisors, LLC01-23-2015
Alvaro Steven PaizJ.P. Morgan Securities LLCAXA Advisors, LLC10-27-2014
Merrill Lee GallionAmeriprise Financial Services, Inc.AXA Advisors, LLC08-29-2014
Nana H RuslingPruco Securities, LLC.AXA Advisors, LLC12-09-2013
William J Vizzini Jr.Parkland Securities, LLCAXA Advisors, LLC11-21-2012
Russell Anderson ObeePruco Securities, LLC.AXA Advisors, LLC$1003-29-2012
Darrell Paul OursoLPL Financial LLCAXA Advisors, LLC04-16-2009

Showing 1 to 10 of 10 entries

Page 1

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.


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