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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Recruiting Scoreboard (Q4 2020)

Recruiting Gains

Firm Total Moves

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Recruiting Losses

Firm Total Moves

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Net Gains

Firm Total Moves

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Net Losses

Firm Total Moves

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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Hershey Lanzar BedayoThe Huntington Investment CompanyPruco Securities, LLC.07-15-2020
Sorin Cristian BorlodanThe Huntington Investment CompanyPruco Securities, LLC.07-14-2020
Robin Simone SpencerFidelity Brokerage Services LLCPruco Securities, LLC.$15007-08-2020
Mark Joseph LoducaCitizens Securities, Inc.Pruco Securities, LLC.01-02-2020
Christopher Aaron McneesW&S Brokerage Services, Inc.Pruco Securities, LLC.10-17-2019
Brian James SmithCitizens Securities, Inc.Pruco Securities, LLC.08-13-2019
John Thomas Hunter GroseSimplicity WealthPruco Securities, LLC.04-22-2019
Kara A WilcoxLPL Financial LLCPruco Securities, LLC.04-05-2019
Michael Alan PowellAmeritas Investment Company, LLCPruco Securities, LLC.11-28-2018
Yen Feng McKinneySecurities America, Inc.Pruco Securities, LLC.04-03-2018
Russell TheisenSecurian Financial Services, Inc.Pruco Securities, LLC.12-14-2017
Lora B SeifertJ.P. Morgan Securities LLCPruco Securities, LLC.12-11-2017
Zachary Charles AranyosThe Huntington Investment CompanyPruco Securities, LLC.10-09-2017
Robert Bryan BurkeyAllstate Financial Services, LLCPruco Securities, LLC.$2508-18-2017
Matthew Clinton BadeLPL Financial LLCPruco Securities, LLC.03-22-2017
Ryan A PepinVoya Financial Advisors, Inc.Pruco Securities, LLC.04-24-2015
Jinks Wilson Clary IIIAllstate Financial Services, LLCPruco Securities, LLC.$2509-11-2014
Randall Scott CopeEdward JonesPruco Securities, LLC.02-07-2014
Neil Scott SilverMeridian Advisory ServicesPruco Securities, LLC.$1012-16-2013
Jeffery Ralph GosenFounders Financial Securities LLCPruco Securities, LLC.11-13-2009

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.