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


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
Next Page »

Showing 1 to 25 of 37 entries

Page 1 | 2

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.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.