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
Jeremy Mitchell WilsonJ Wilson Wealth ManagementHantz Financial Services, Inc.05-08-2019
Dennis Fred DesantisLPL Financial LLCHantz Financial Services, Inc.01-24-2019
Mark Raymond ReckerRecker Financial LLCHantz Financial Services, Inc.09-17-2018
Alec HagenRaymond James & Associates, Inc.Hantz Financial Services, Inc.06-19-2018
Jennifer Marella BessenAmeriprise Financial Services, Inc.Hantz Financial Services, Inc.10-26-2017
Riley Robert AndrenTD Ameritrade Investment Management, LLCHantz Financial Services, Inc.02-09-2017
Krista Ann StallerJ.P. Morgan Securities LLCHantz Financial Services, Inc.12-08-2016
Michael Patrick LeblancAmeriprise Financial Services, Inc.Hantz Financial Services, Inc.09-09-2016
Maxwell Robert JanisLincoln Financial Advisors CorporationHantz Financial Services, Inc.05-04-2016
Jason Roy KuennenAmeriprise Financial Services, Inc.Hantz Financial Services, Inc.04-01-2016
Ellen Claire NaberAmeriprise Financial Services, Inc.Hantz Financial Services, Inc.04-01-2016
Brandon David McCauleyComerica SecuritiesHantz Financial Services, Inc.11-16-2015
Shaun Dorr HamptonAmeriprise Financial Services, Inc.Hantz Financial Services, Inc.10-30-2015
Eric Roger FoxAmeriprise Financial Services, Inc.Hantz Financial Services, Inc.10-30-2015
Kyle William JohnsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedHantz Financial Services, Inc.10-27-2015
Nicole Faith NarkusEdward JonesHantz Financial Services, Inc.08-10-2015
Mark Russell CorbinRaymond James & Associates, Inc.Hantz Financial Services, Inc.08-07-2015
Jaycob Richard WillisAmeriprise Financial Services, Inc.Hantz Financial Services, Inc.07-17-2015
Bruce Michael MeyersAmeriprise Financial Services, Inc.Hantz Financial Services, Inc.04-07-2015
Fernando Aguirre De La RosaVALIC Financial Advisors, Inc.Hantz Financial Services, Inc.12-23-2014
Daniel Joseph LezotteAmeriprise Financial Services, Inc.Hantz Financial Services, Inc.10-15-2013
Emily Marie LeshanPNC InvestmentsHantz Financial Services, Inc.07-09-2013
Dustin J. ClarePNC InvestmentsHantz Financial Services, Inc.01-31-2013
Timothy John MuilenburgState Farm VP Management Corp.Hantz Financial Services, Inc.09-19-2012
Daniel Scott SenicaPNC InvestmentsHantz Financial Services, Inc.04-19-2012
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Showing 1 to 25 of 32 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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