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.

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Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Kennard Lloyd Jones Sr.PFS Investments Inc.PFS Investments Inc.01-27-2020
Deirdre Elvis-PetersonPFS Investments Inc.PFS Investments Inc.01-23-2020
Rasesh BrahmbhattPFS Investments Inc.PFS Investments Inc.09-23-2019
Justin Michael MarcusAE Wealth Management, LLCPFS Investments Inc.06-12-2019
John DzagboSecurities America, Inc.PFS Investments Inc.02-01-2019
Kennard Lloyd Jones Sr.PFS Investments Inc.PFS Investments Inc.01-26-2019
Anthony Max ArnouxPFS Investments Inc.PFS Investments Inc.01-24-2017
Lucia Kyonghee AnPFS Investments Inc.PFS Investments Inc.05-24-2016
Anthony Paris PearceState Farm VP Management Corp.PFS Investments Inc.03-04-2016
Marion Louise McculloughPFS Investments Inc.PFS Investments Inc.01-27-2016
Lucas BowmanP.J. Robb Variable CorporationPFS Investments Inc.12-03-2015
Lenette Jean CharlestonPFS Investments Inc.PFS Investments Inc.04-23-2015
L'Wanda Evette RosemondPFS Investments Inc.PFS Investments Inc.06-25-2014
Milton PealPFS Investments Inc.PFS Investments Inc.01-02-2014
Shirley Irene Mills-DowerPFS Investments Inc.PFS Investments Inc.12-26-2013
Charles Peter GeorgopoulosPNC InvestmentsPFS Investments Inc.03-22-2013
Michael Andre WeaverAllstate Financial Services, LLCPFS Investments Inc.03-05-2013
Beth Lynn McGillC C F Investments, Inc.PFS Investments Inc.01-03-2013
Shawntia M. JonesTransamerica Financial Advisors, IncPFS Investments Inc.10-26-2012
Ester Mendoza KlugNYLIFE Securities LLCPFS Investments Inc.09-06-2012
Patrice SiencheAllstate Financial Services, LLCPFS Investments Inc.01-27-2012
Vernelle MitchellPFS Investments Inc.PFS Investments Inc.01-25-2012
Trudy Evona TullPFS Investments Inc.PFS Investments Inc.01-24-2012
Isikilu Dotun AkindeAllstate Financial Services, LLCPFS Investments Inc.09-19-2011
Kennard Lloyd Jones Sr.PFS Investments Inc.PFS Investments Inc.03-30-2011
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Showing 1 to 25 of 31 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.