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
Kristofer Robert SzteinComerica SecuritiesUBS Financial Services Inc.03-13-2019
Emilyann Dyer BoydComerica SecuritiesMorgan Stanley11-10-2017
Christopher T. BuzzellComerica SecuritiesCetera Investment Services LLC06-08-2017
Debra Delgiudice HanafordComerica SecuritiesRaymond James & Associates, Inc.06-01-2017
Alison Nicole GuttrichComerica SecuritiesHantz Financial Services, Inc.04-21-2017
Aaron Wayne KelmanComerica SecuritiesBBVA Securities Inc.12-08-2015
Tessica L CullComerica SecuritiesJ.P. Morgan Securities LLC12-04-2015
Aaron L ParchemComerica SecuritiesNorthwestern Mutual Investment Services, LLC11-30-2015
Brandon David McCauleyComerica SecuritiesHantz Financial Services, Inc.11-16-2015
Bradley Ryan BastionComerica SecuritiesJ.P. Morgan Securities LLC10-28-2015
John William LoftusComerica SecuritiesMetLife Securities Inc.06-30-2015
Gregory Phillip RowComerica SecuritiesEdward Jones06-15-2015
Sammy Hassan AmineComerica SecuritiesMorgan Stanley06-01-2015
Whitney Oneisha SampsonComerica SecuritiesJ.P. Morgan Securities LLC02-11-2015
Lindsey Nicole VranaComerica SecuritiesJ.P. Morgan Securities LLC09-22-2014
Joshua Stephen VervoortComerica SecuritiesJ.P. Morgan Securities LLC05-15-2014
John Joseph MoradComerica SecuritiesCoreCap Advisors11-29-2013
Vicente Hinojosa IIIComerica SecuritiesFirst Command Financial Planning, Inc.09-20-2013
Ashlee Taylor RiversComerica SecuritiesOmega Wealth Partners, Inc.$10011-30-2016
Scott David AndersonComerica SecuritiesMorgan Stanley$10009-09-2016
Steven Mark PomavilleComerica SecuritiesTIAA-CREF Individual & Institutional Services, LLC$10001-12-2016
Robin Simone SpencerComerica SecuritiesMorgan Stanley$10011-13-2015
Mary Kathleen NicholsComerica SecuritiesPNC Investments$10004-10-2015
Virginia Marie HommelComerica SecuritiesWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$10004-02-2012
James Cornelius BylengaComerica SecuritiesRobert W. Baird & Co. Incorporated$10012-22-2009
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Showing 1 to 25 of 30 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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