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
Aaron O MarshCitizens Securities, Inc.J.P. Morgan Securities LLC06-06-2014
Adam Robert FreundCitizens Securities, Inc.Edward Jones$10007-26-2011
Amy Elizabeth YesnachCitizens Securities, Inc.CUSO Financial Services, L.P.02-15-2017
Andrew Patrick AugustineCitizens Securities, Inc.Scottrade, Inc.08-11-2014
Andrew Richard DusenburyCitizens Securities, Inc.J.P. Morgan Securities LLC03-22-2018
Anthony Earl PorterCitizens Securities, Inc.PNC Investments04-30-2014
Anthony Paul TucciniCitizens Securities, Inc.PNC Investments10-23-2018
Armin HrncicCitizens Securities, Inc.The Huntington Investment Company03-18-2013
Arna Justine MooreCitizens Securities, Inc.The Huntington Investment Company$15003-30-2015
Beth Jannette BrooksCitizens Securities, Inc.J.P. Morgan Securities LLC$10009-28-2016
Brandon Marshall CableCitizens Securities, Inc.Cetera Investment Advisers LLC$15001-07-2016
Brian James SmithCitizens Securities, Inc.Pruco Securities, LLC.08-13-2019
Carly Diane WaltersCitizens Securities, Inc.J.P. Morgan Securities LLC06-02-2016
Carrie Lea HigginsCitizens Securities, Inc.J.P. Morgan Securities LLC$10011-02-2012
Christina Marie PaguraCitizens Securities, Inc.Nationwide Securities, LLC08-03-2016
Corrine Renee ClarkCitizens Securities, Inc.PNC Investments$10010-25-2010
Crystal Lynn BainCitizens Securities, Inc.J.P. Morgan Securities LLC11-21-2012
Dace Andrew DekruifCitizens Securities, Inc.PNC Investments03-18-2013
Daniel Joseph FradetteCitizens Securities, Inc.The Huntington Investment Company08-13-2018
Daniel Richard DakroubCitizens Securities, Inc.Fifth Third Securities, Inc.04-20-2018
Danielle S WashingtonCitizens Securities, Inc.J.P. Morgan Securities LLC07-11-2013
David Allen GorgeCitizens Securities, Inc.The Huntington Investment Company09-04-2014
Dawn L TibbolesCitizens Securities, Inc.LPL Financial LLC$10009-29-2016
Delmar Owen MooreCitizens Securities, Inc.Securian Financial Services, Inc.10-26-2017
Eldin FocoCitizens Securities, Inc.The Huntington Investment Company12-19-2012
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Showing 1 to 25 of 84 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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