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
Joseph Anthony SelvaggiMML Investors Services, LLCAllianceBernstein L.P.01-23-2019
John David HensonMML Investors Services, LLCAllstate Financial Services, LLC04-13-2018
Scot Bradley MichelsMML Investors Services, LLCAmerican Century Investment Services Inc.11-08-2010
Jarrod Christopher De SantisMML Investors Services, LLCAmeriprise Financial Services, LLC$5009-13-2018
Terrell JoynerMML Investors Services, LLCAXA Advisors, LLC04-25-2014
Keith E AndersonMML Investors Services, LLCBeck Bode LLC01-26-2018
Thomas M. Valentine Jr.MML Investors Services, LLCCambridge Investment Research, Inc.04-17-2019
Matthew Bernard MeliusMML Investors Services, LLCCitigroup Global Markets Inc.02-26-2009
John BullockMML Investors Services, LLCCitizens Securities, Inc.10-04-2017
Andrew Otis HawesMML Investors Services, LLCColumbia Management Investment Distributors, Inc.03-25-2019
John David FieldsMML Investors Services, LLCCommonwealth Financial Network02-14-2019
Renee Jean WhiteMML Investors Services, LLCCommonwealth Financial Network09-01-2017
Joshua Aaron GouldMML Investors Services, LLCCommonwealth Financial Network09-04-2015
Macy Jay KorolnekMML Investors Services, LLCEdward Jones06-08-2017
Wayne D. RichardsonMML Investors Services, LLCEdward Jones08-31-2010
Joseph E. LabelleMML Investors Services, LLCEdward Jones03-31-2010
James L. Deforest Jr.MML Investors Services, LLCEquity Services, Inc.02-21-2014
Gordon J. ThomasMML Investors Services, LLCFidelity Brokerage Services LLC06-21-2019
Vincent S. WinansMML Investors Services, LLCFinancial Vision Advisory Services, LLC08-15-2017
Michael Robert BeckquistMML Investors Services, LLCForesters Financial Services, Inc.07-01-2019
Kyle Gavin ConnollyMML Investors Services, LLCForesters Financial Services, Inc.03-29-2019
Stephen Robert ShawMML Investors Services, LLCForesters Financial Services, Inc.03-08-2019
Quan H. NguyenMML Investors Services, LLCForesters Financial Services, Inc.12-12-2017
Eric ZerwitzMML Investors Services, LLCForesters Financial Services, Inc.03-08-2017
William Mchale HarrisonMML Investors Services, LLCGage-Wiley & Co., Inc.04-05-2018
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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.