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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Kyle Raymond BeerbohmNYLIFE Securities LLCSecurities America, Inc.$109-28-2018
David Boatner LongNYLIFE Securities LLCJ.P. Morgan Securities LLC09-26-2017
Thomas Allen EvansNYLIFE Securities LLCLPL Financial LLC06-28-2017
Jay Scott Calhoun IINYLIFE Securities LLCPFS Investments Inc.04-20-2016
Damien Anthony BurgessNYLIFE Securities LLCAmeritas Investment Corp.01-23-2013
Sydney Lea HaleNYLIFE Securities LLCManaged Account Services, LLC05-22-2012
James Patrick PerryNYLIFE Securities LLCEdward Jones03-21-2011
Michael Weldon McintoshNYLIFE Securities LLCHorace Mann Investors, Inc.07-01-2010
Michael John FulcoNYLIFE Securities LLCMML Investors Services, LLC$5003-31-2010
Gary Joseph BrunsNYLIFE Securities LLCAmeritas Investment Corp.05-21-2009

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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