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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alexander S MacgregorPruco Securities, LLC.Northwestern Mutual Investment Services, LLC02-04-2013
Brent Kristopher McNittPruco Securities, LLC.Allstate Financial Services, LLC01-05-2018
Brian Joe JimersonPruco Securities, LLC.MML Investors Services, LLC06-11-2020
Brooks BlackPruco Securities, LLC.MML Investors Services, LLC03-12-2019
Chad A EyrePruco Securities, LLC.LPL Financial LLC04-28-2020
Damon Jerome DrewPruco Securities, LLC.MML Investors Services, LLC05-16-2018
Darren Roy JamesPruco Securities, LLC.Fifth Third Securities, Inc.10-07-2019
David MitterPruco Securities, LLC.MML Investors Services, LLC05-30-2018
David William SmithPruco Securities, LLC.Allstate Financial Services, LLC02-09-2016
Dawn Sandra YoungPruco Securities, LLC.Ifs Securities08-28-2019
Deborah J SpoonerPruco Securities, LLC.Fifth Third Securities, Inc.12-15-2015
Donielle Lynn FowlerPruco Securities, LLC.LPL Financial LLC01-21-2020
Douglas Allen DetmerPruco Securities, LLC.MML Investors Services, LLC11-14-2018
Dustin Tyler MeadPruco Securities, LLC.Investment Professionals, Inc.07-09-2015
Eddie Ray CargorPruco Securities, LLC.Equitable Advisors, LLC12-10-2019
Edward Russell FolsomPruco Securities, LLC.MML Investors Services, LLC04-18-2019
James Allen WetherellPruco Securities, LLC.Hantz Financial Services, Inc.$2509-05-2018
james wesley creamerPruco Securities, LLC.MML Investors Services, LLC03-30-2020
Jeffrey Oneal SteelePruco Securities, LLC.MetLife Securities Inc.10-05-2016
Jeffrey William BelotPruco Securities, LLC.Allstate Financial Services, LLC08-12-2019
John Alexander OgrodnickPruco Securities, LLC.Allstate Financial Services, LLC02-01-2018
Joseph B Samples IIIPruco Securities, LLC.Ifs Securities08-28-2019
Keith L LoydPruco Securities, LLC.Farmers Financial Solutions, LLC01-10-2020
Larry Thomas WoodPruco Securities, LLC.Hantz Financial Services, Inc.07-15-2020
LauRyn Aisha WilliamsPruco Securities, LLC.Waddell & Reed06-13-2018
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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.