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

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Larry Thomas WoodPruco Securities, LLC.Hantz Financial Services, Inc.07-15-2020
Maria Victoria U FoughtPruco Securities, LLC.MML Investors Services, LLC07-08-2020
Brian Joe JimersonPruco Securities, LLC.MML Investors Services, LLC06-11-2020
Chad A EyrePruco Securities, LLC.LPL Financial LLC04-28-2020
Thomas David PerronePruco Securities, LLC.MML Investors Services, LLC03-30-2020
james wesley creamerPruco Securities, LLC.MML Investors Services, LLC03-30-2020
Mustafa SavliwalaPruco Securities, LLC.Equitable Advisors, LLC03-16-2020
Michael Anthony Beale LovellPruco Securities, LLC.J.P. Morgan Securities LLC02-20-2020
Donielle Lynn FowlerPruco Securities, LLC.LPL Financial LLC01-21-2020
Keith L LoydPruco Securities, LLC.Farmers Financial Solutions, LLC01-10-2020
Eddie Ray CargorPruco Securities, LLC.Equitable Advisors, LLC12-10-2019
Darren Roy JamesPruco Securities, LLC.Fifth Third Securities, Inc.10-07-2019
Dawn Sandra YoungPruco Securities, LLC.Ifs Securities08-28-2019
Joseph B Samples IIIPruco Securities, LLC.Ifs Securities08-28-2019
Jeffrey William BelotPruco Securities, LLC.Allstate Financial Services, LLC08-12-2019
Edward Russell FolsomPruco Securities, LLC.MML Investors Services, LLC04-18-2019
Brooks BlackPruco Securities, LLC.MML Investors Services, LLC03-12-2019
Scott LoneyPruco Securities, LLC.Cambridge Investment Research, Inc.01-29-2019
Lori Kay BebeePruco Securities, LLC.MML Investors Services, LLC01-28-2019
Mark R SteinPruco Securities, LLC.CUNA Brokerage Services, Inc.01-07-2019
Douglas Allen DetmerPruco Securities, LLC.MML Investors Services, LLC11-14-2018
James Allen WetherellPruco Securities, LLC.Hantz Financial Services, Inc.$2509-05-2018
LauRyn Aisha WilliamsPruco Securities, LLC.Waddell & Reed06-13-2018
David MitterPruco Securities, LLC.MML Investors Services, LLC05-30-2018
Damon Jerome DrewPruco Securities, LLC.MML Investors Services, LLC05-16-2018
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Showing 1 to 25 of 40 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.