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.

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
Christian Anders BondSecurian Financial Services, Inc.AXA Advisors, LLC10-11-2019
Anubodem M. NjijongSecurian Financial Services, Inc.Equity Services, Inc.07-15-2016
Michael SellittoSecurian Financial Services, Inc.Equity Services, Inc.$25006-21-2016
Vera ParkerSecurian Financial Services, Inc.First Command Financial Planning, Inc.06-30-2017
Antwan Fabyan JeffersonSecurian Financial Services, Inc.First Command Financial Planning, Inc.10-05-2016
Michael Andy EppsSecurian Financial Services, Inc.First Command Financial Planning, Inc.08-22-2016
Anthony Mario BrusioSecurian Financial Services, Inc.MML Investors Services, LLC08-21-2017
Susan Janice RoySecurian Financial Services, Inc.MML Investors Services, LLC02-17-2017
Ahmed Jabari HunterSecurian Financial Services, Inc.Money Concepts Capital Corp01-30-2017
David Michael DevitoSecurian Financial Services, Inc.Morgan Stanley06-29-2017
John Andrew MartinoSecurian Financial Services, Inc.Navy Federal Asset Management, LLC$10011-19-2009
Robert Montelle WrightSecurian Financial Services, Inc.NYLIFE Securities LLC$50003-13-2019
Michelle Fern KeeleySecurian Financial Services, Inc.NYLIFE Securities LLC$10007-15-2016
Christine Anne CostelloSecurian Financial Services, Inc.NYLIFE Securities LLC$50011-20-2013
Kensley Duane DouganSecurian Financial Services, Inc.Park Avenue Securities LLC03-21-2016
Yoshiko HayakawaSecurian Financial Services, Inc.Pruco Securities, LLC.09-12-2018
Alan Henry TasseySecurian Financial Services, Inc.Signator Investors, Inc.$10006-14-2017
Diane Marie MuhlerSecurian Financial Services, Inc.SunTrust Investment Services, Inc.$15012-27-2018
Michael Hannon KurlandSecurian Financial Services, Inc.The O.N. Equity Sales Company$10006-11-2019
Tonya Teresa NealSecurian Financial Services, Inc.Thrivent Investment Management Inc.08-21-2017

Showing 1 to 20 of 20 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.

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