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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Deon Nicole PohlmannMorgan StanleyEdward Jones07-17-2019
Garry Dale WeissLPL Financial LLCCetera Financial Specialists LLC$1007-16-2019
James William PeaveyUMB Financial Services, Inc.RubinBrown Advisors LLC07-15-2019
Thomas William KniestThe O.N. Equity Sales CompanyAvantax Investment Services, Inc.07-15-2019
Tyler Alexander SorensenEdward JonesSunTrust Investment Services, Inc.07-15-2019
Alyssa Eileen WemyssEdward JonesEdward Jones07-15-2019
Laura SilverbergCutter & Company, Inc.Morgan Stanley$10007-12-2019
Brea Nicole TabernikEdward JonesWells Fargo Clearing Services, LLC07-12-2019
Heath Franklin FultonEdward JonesU.S. Bancorp Investments, Inc.07-12-2019
John Senior GroverMoneta Group Investment Advisors, LLCMorgan Stanley07-11-2019
Armahn HadjianLPL Financial LLCEdward Jones07-09-2019
Richard Tobias CarlinEdward JonesFisher Investments07-08-2019
John Dillon SchlessEdward JonesTIAA-CREF Individual & Institutional Services, LLC$5007-05-2019
Joseph Roman AndersonCorrect Capital Wealth Management, LLCSeverin Investments LLC07-05-2019
Keith Robert CollinsFarmers Financial Solutions, LLCEdward Jones07-03-2019
Alan James Killian JacobsonEdward JonesJ.P. Morgan Securities LLC07-02-2019
Cameron Lee HarrisEdward JonesInfinex Investments, Inc.07-01-2019
Susan Bowman AdamsPruco Securities, LLC.NYLIFE Securities LLC06-28-2019
Michael Joseph LamarcheAE Wealth Management, LLCVirtue Capital Management, LLC06-28-2019
Patrick M RitterSt. Louis Private AdvisorsCompass Retirement Group LLC06-27-2019
Christopher Edward MaglichWoodbury Financial Services, Inc.LexAurum Advisors, LLC06-26-2019
Joseph Brant PflumNYLIFE Securities LLCFarmers Financial Solutions, LLC06-26-2019
Kimberly Ann BorstEdward JonesDAI Wealth, Inc.06-25-2019
Frank Joseph Monteleone Jr.Edward JonesCantor Fitzgerald & Co.06-24-2019
Elaine Rodriguez-BuzEdward JonesWells Fargo Clearing Services, LLC06-24-2019
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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.