Advisers on the Move TEST

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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Amy Sue PriceInfinex Investments, Inc.The Huntington Investment Company01-02-2019
Andrew James ChmielInfinex Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-14-2017
Anthony Earl PorterInfinex Investments, Inc.Citizens Securities, Inc.07-15-2016
Anthony Guido ForliniInfinex Investments, Inc.Southeast Investments, N.C., Inc.07-06-2010
Bartholomew Timothy MacklerInfinex Investments, Inc.Concorde Investment Services, LLC12-11-2017
Benjamin C. DrierInfinex Investments, Inc.Wells Fargo Clearing Services, LLC02-01-2019
Benjamin Keith OverwayInfinex Investments, Inc.The Huntington Investment Company12-11-2009
Brandon E WeatherfordInfinex Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-19-2017
Brian James ColemanInfinex Investments, Inc.PlanMember Securities Corporation01-11-2019
Brian Michael BastienInfinex Investments, Inc.Fifth Third Securities, Inc.08-29-2018
Brian Nicholas AllenInfinex Investments, Inc.The Huntington Investment Company11-17-2016
Bryce A. CadwalladerInfinex Investments, Inc.The Huntington Investment Company01-10-2020
Cheri Marie WatsonInfinex Investments, Inc.Morgan Stanley11-22-2019
Claire R. DuimstraInfinex Investments, Inc.Investment Professionals, Inc.09-11-2018
Crystal Lynn BainInfinex Investments, Inc.Citizens Securities, Inc.09-14-2017
Cynthia A. IsenhoffInfinex Investments, Inc.Citizens Securities, Inc.12-04-2017
Danielle Marie ThompsonInfinex Investments, Inc.Wells Fargo Clearing Services, LLC12-21-2018
David Lee Mayer Jr.Infinex Investments, Inc.Cetera Investment Services LLC$5010-13-2018
Deborah Ann BarnesInfinex Investments, Inc.Investment Professionals, Inc.$5009-11-2018
Derek James L'HuillierInfinex Investments, Inc.The Huntington Investment Company04-20-2017
Dino Berri Jr.Infinex Investments, Inc.Citizens Securities, Inc.02-20-2020
Edward D. JonesInfinex Investments, Inc.J.P. Morgan Securities LLC08-01-2019
Emily Ann VerlindeInfinex Investments, Inc.Fifth Third Securities, Inc.06-17-2011
Gary Arthur TherrianInfinex Investments, Inc.Fifth Third Securities, Inc.02-09-2018
Gary Todd CooperInfinex Investments, Inc.PNC Investments11-10-2011
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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.