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
Cory Allen St EtiennePFS Investments Inc.PFS Investments Inc.01-28-2020
Monet HarrisPFS Investments Inc.PFS Investments Inc.01-28-2020
Tyeisha Nicole EllisPFS Investments Inc.PFS Investments Inc.01-28-2020
John James CrumptonPFS Investments Inc.PFS Investments Inc.01-14-2020
Lischa Henderson-EaglinNYLIFE Securities LLCPFS Investments Inc.08-28-2019
Roberto Lee OnealPFS Investments Inc.PFS Investments Inc.04-02-2019
Janice A FosterPFS Investments Inc.PFS Investments Inc.03-18-2019
Andre LeblancPFS Investments Inc.PFS Investments Inc.01-28-2019
David Coolidge Torry IIIPFS Investments Inc.PFS Investments Inc.01-23-2019
Roderick Scott WilliamsHMV Wealth Advisors, LLCPFS Investments Inc.08-23-2018
June Scott LylePFS Investments Inc.PFS Investments Inc.02-08-2018
Carolyn S. JacquePFS Investments Inc.PFS Investments Inc.08-29-2017
Tamika Latarsha MoorePFS Investments Inc.PFS Investments Inc.05-24-2017
James Troy LejeunePFS Investments Inc.PFS Investments Inc.01-20-2017
Joey Darnell ConnellyPFS Investments Inc.PFS Investments Inc.09-12-2016
David Coolidge Torry IIIPFS Investments Inc.PFS Investments Inc.06-22-2016
Patrick CavanaughMerrill Lynch, Pierce, Fenner & Smith IncorporatedPFS Investments Inc.05-27-2016
Jay Scott Calhoun IINYLIFE Securities LLCPFS Investments Inc.04-20-2016
Freda LassiterPFS Investments Inc.PFS Investments Inc.01-26-2016
Monet HarrisPFS Investments Inc.PFS Investments Inc.01-25-2016
Nikia Marie JonesPFS Investments Inc.PFS Investments Inc.01-20-2015
Kenneth M. JacksonPFS Investments Inc.PFS Investments Inc.02-03-2014
David Coolidge Torry IIIPFS Investments Inc.PFS Investments Inc.01-28-2014
Vernon McFaddenPFS Investments Inc.PFS Investments Inc.01-22-2014
Janice A FosterPFS Investments Inc.PFS Investments Inc.05-09-2013
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Showing 1 to 25 of 39 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.