Advisers on the Move TEST

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
Mark Daniel GranovskyCitizens Securities, Inc.Santander Securities LLC04-29-2019
Sanhita BhattacharyaMorgan StanleySantander Securities LLC04-16-2019
Meihua TuCharles Schwab & Co., Inc.Santander Securities LLC$15002-22-2019
Filsjean Fritzner CheryCitizens Securities, Inc.Santander Securities LLC02-11-2019
Tristan T. HendersonTD Ameritrade Investment Management, LLCSantander Securities LLC02-06-2019
Jennifer E LeaheyCitizens Securities, Inc.Santander Securities LLC01-22-2019
Wyatt Todd AndreoliWells Fargo Clearing Services, LLCSantander Securities LLC01-22-2019
Ryan LambertMML Investors Services, LLCSantander Securities LLC01-15-2019
Matthew SmolkoMerrill Lynch, Pierce, Fenner & Smith IncorporatedSantander Securities LLC01-11-2019
Anthony BoltLPL Financial LLCSantander Securities LLC12-18-2018
Curtis A JonesMML Investors Services, LLCSantander Securities LLC12-13-2018
Dakota ComptonMML Investors Services, LLCSantander Securities LLC11-30-2018
Michael P. Kiziuk1st Global Capital Corp.Santander Securities LLC09-25-2018
Jeremiah Kevin Holly Sr.Principal Securities, Inc.Santander Securities LLC08-30-2018
Rafael Paiva SantosSantander Securities LLCSantander Securities LLC08-07-2018
Nicholas DenubilaLPL Financial LLCSantander Securities LLC07-30-2018
Fady Nabil SidhomCitizens Securities, Inc.Santander Securities LLC06-11-2018
Surafeal WoldayMerrill Lynch, Pierce, Fenner & Smith IncorporatedSantander Securities LLC05-31-2018
Steven Andrew PotwinCitizens Securities, Inc.Santander Securities LLC05-30-2018
Candice TravisCitizens Securities, Inc.Santander Securities LLC05-21-2018
Jessica Meghan CampioneCitizens Securities, Inc.Santander Securities LLC05-08-2018
Jason PettinelliMorgan StanleySantander Securities LLC04-16-2018
Jessica NegrottiCitizens Securities, Inc.Santander Securities LLC03-26-2018
Albert Andrew Smith Jr.Infinex Investments, Inc.Santander Securities LLC03-16-2018
Megan Elizabeth RuoCitizens Securities, Inc.Santander Securities LLC02-20-2018
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Showing 26 to 50 of 116 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.