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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Steven M ReausoThe Huntington Investment CompanyCitizens Securities, Inc.07-06-2018
Steven Michael FlaggThe Huntington Investment CompanyCitizens Securities, Inc.06-01-2018
Robert L Baker Jr.GLP Investment Services, LLCCitizens Securities, Inc.$105-01-2018
Alfonzo Credit IIThe Huntington Investment CompanyCitizens Securities, Inc.$15004-11-2018
Louis Gordon PetruccoCUSO Financial Services, L.P.Citizens Securities, Inc.04-10-2018
Jeffery Robin LevinePark Avenue Securities LLCCitizens Securities, Inc.$101-19-2018
Maurice Byron HillMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.08-30-2017
Eldin FocoCIG SecuritiesCitizens Securities, Inc.08-10-2017
Adam Robert FreundAE Wealth Management, LLCCitizens Securities, Inc.06-16-2017
BRANDON M CABLETD Ameritrade Investment Management, LLCCitizens Securities, Inc.02-07-2017
Derek Miles RobsonTD Ameritrade Investment Management, LLCCitizens Securities, Inc.09-21-2016
Cherie Neveas CurryMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.07-15-2016
Sean Thomas ConoverJ.P. Morgan Securities LLCCitizens Securities, Inc.05-27-2016
Salvatore VanadiaMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.05-18-2016
Eric Dale BakerTD Ameritrade Investment Management, LLCCitizens Securities, Inc.04-25-2016
David D. Janke Jr.Morgan StanleyCitizens Securities, Inc.03-24-2016
Elizabeth Ann BarberJ.P. Morgan Securities LLCCitizens Securities, Inc.$15003-02-2016
Russell William StricklerMetLife Securities Inc.Citizens Securities, Inc.11-06-2015
Danielle S WashingtonPruco Securities, LLC.Citizens Securities, Inc.10-01-2015
Bridget Sue HernandezThe Huntington Investment CompanyCitizens Securities, Inc.09-11-2015
Michael Joseph JenningsLPL Financial LLCCitizens Securities, Inc.08-27-2015
Matthew A WrennEssex National Securities, LLCCitizens Securities, Inc.08-01-2015
Maurice Ervin Miller Jr.LPL Financial LLCCitizens Securities, Inc.04-13-2015
Andrew Patrick AugustineEssex National Securities, LLCCitizens Securities, Inc.03-01-2015
Dace Andrew DekruifPNC InvestmentsCitizens Securities, Inc.12-18-2014
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Showing 1 to 25 of 37 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.

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