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.

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

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Brian Robert GaumontCitizens Securities, Inc.Santander Securities LLC02-28-2020
Christopher NagleCitizens Securities, Inc.Santander Securities LLC01-07-2020
Gary Thomas GeraciCitizens Securities, Inc.Santander Securities LLC12-24-2019
Kieron John NutbrownCitizens Securities, Inc.Santander Securities LLC07-30-2019
Mark Daniel GranovskyCitizens Securities, Inc.Santander Securities LLC04-29-2019
Filsjean Fritzner CheryCitizens Securities, Inc.Santander Securities LLC02-11-2019
Jennifer E LeaheyCitizens Securities, Inc.Santander Securities LLC01-22-2019
Fady Nabil SidhomCitizens Securities, Inc.Santander Securities LLC06-11-2018
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
Jessica NegrottiCitizens Securities, Inc.Santander Securities LLC03-26-2018
Megan Elizabeth RuoCitizens Securities, Inc.Santander Securities LLC02-20-2018
Allen George SawyerCitizens Securities, Inc.Santander Securities LLC07-25-2017
William O. BradfordCitizens Securities, Inc.Santander Securities LLC07-10-2017
Michael David WrayCitizens Securities, Inc.Santander Securities LLC06-21-2017
Laureen Maebeth LandgrenCitizens Securities, Inc.Santander Securities LLC05-02-2017
Robert H Searle IIICitizens Securities, Inc.Santander Securities LLC10-26-2016
Kevin Edmund YurchCitizens Securities, Inc.Santander Securities LLC10-11-2016
John Joseph LombardiCitizens Securities, Inc.Santander Securities LLC06-13-2016
Vincent Paul GrimaldiCitizens Securities, Inc.Santander Securities LLC06-03-2016
Michael B. FlynnCitizens Securities, Inc.Santander Securities LLC09-23-2015
Bryan T. CareyCitizens Securities, Inc.Santander Securities LLC07-08-2015
Yekaterina S FerraroCitizens Securities, Inc.Santander Securities LLC04-06-2015
Brian Robert GaumontCitizens Securities, Inc.Santander Securities LLC04-02-2015
Next Page »

Showing 1 to 25 of 35 entries

Page 1 | 2

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 ā€œ ā€” ā€œ is listed in the recordā€™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.