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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Belina Denise Wimbish-HaileThrivent Investment Management Inc.Thrivent Investment Management Inc.01-15-2016
Benigno PlataChalice Capital Partners, LLCSteward Partners Investment Advisory, LLC$15002-04-2020
Benjamin Adam WhitacreLPL Financial LLCNorthwestern Mutual Investment Services, LLC11-18-2019
Benjamin Craig OgleEdward JonesBB&T Investment Services, Inc.01-05-2012
Benjamin David SpikerWells Fargo Advisors Financial Network, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$15009-22-2017
Benjamin Donald WaltersCetera Advisor Networks LLCAllstate Financial Services, LLC08-17-2009
Benjamin Franklin Copeland Jr.Questar Capital CorporationColorado Financial Service Corporation05-08-2014
Benjamin Joseph Dychala Jr.LPL Financial LLCCetera Advisors LLC$5009-04-2018
Benjamin Joseph PetrilliWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.$2502-27-2009
Benjamin Messiah MobleyPNC InvestmentsFirst Allied Advisory Services, Inc.10-02-2014
Benjamin Pruitt Melton Jr.PNC InvestmentsCitigroup Global Markets Inc.$5012-07-2009
Benjamin Samuel OffitKestra Investment Services, LLCKestra Investment Services, LLC11-16-2018
Benjamin Samuel OffitKestra Investment Services, LLCNorthwestern Mutual Investment Services, LLC03-02-2016
Benjamin T. GlennSecurities Service Network, LLCEdward Jones04-14-2011
Benjamin Thomas GallowayGreenspring Advisors, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-18-2019
Benjamin Thomas JollyMerrill Lynch, Pierce, Fenner & Smith IncorporatedSignator Investors, Inc.08-09-2013
Bennett Reitzel FletcherMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC08-14-2019
Berhane KassahunAXA Advisors, LLCMetLife Securities Inc.$20007-12-2016
Bernard Alfred LongGWN Securities Inc.VALIC Financial Advisors, Inc.03-11-2016
Bernard Barry SalzmanRaymond James Financial Services, Inc.Morgan Stanley$10010-20-2017
Bernard Michael BowhuisFounders Financial Securities LLCQuestar Capital Corporation$1009-01-2010
Bernard William RichardsM&T Securities, Inc.Park Avenue Securities LLC08-23-2016
Beth D TerryMerrill Lynch, Pierce, Fenner & Smith IncorporatedLPL Financial LLC08-15-2011
Beth K VenitBurt Wealth AdvisorsWells Fargo Clearing Services, LLC$20009-21-2015
Beth Lynn McGillC C F Investments, Inc.PFS Investments Inc.01-03-2013
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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.