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.

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
David Nicholas BoschStifel, Nicolaus & Company, IncorporatedSecurian Financial Services, Inc.10-30-2018
Derrick Thomas Rashaun WilliamsMorgan StanleySecurian Financial Services, Inc.10-29-2018
Allen Lee ShandsEdward JonesSecurian Financial Services, Inc.06-11-2018
Matthew Taylor SeidelStifel, Nicolaus & Company, IncorporatedSecurian Financial Services, Inc.05-19-2016
Paul Louis CacioloMerrill Lynch, Pierce, Fenner & Smith IncorporatedSecurian Financial Services, Inc.10-15-2015
Chad Jacob WarrenEdward JonesSecurian Financial Services, Inc.08-02-2013
Anthony Michael PietroburgoLPL Financial LLCSecurian Financial Services, Inc.05-29-2013
Sean Thomas RobertsEdward JonesSecurian Financial Services, Inc.04-04-2013
Jeffrey Joseph AngoldMorgan StanleySecurian Financial Services, Inc.11-05-2012
Bryan James FlanaganLPL Financial LLCSecurian Financial Services, Inc.07-27-2012
James Brenton DearingWealth Ambassadors, LLCSecurian Financial Services, Inc.$10007-23-2012
Joseph Kelly CalhounSymphonic Securities LLCSecurian Financial Services, Inc.06-07-2012
Dana Elizabeth ManciniEdward JonesSecurian Financial Services, Inc.06-04-2012
Paul Robert JerveyEdward JonesSecurian Financial Services, Inc.03-12-2012
Crystal Kay WarrenRaymond James & Associates, Inc.Securian Financial Services, Inc.05-16-2011
Jeffrey Albert HerculesPurshe Kaplan Sterling InvestmentsSecurian Financial Services, Inc.03-03-2011
Conor Randall KellyThe ETF Store, Inc.Securian Financial Services, Inc.09-17-2010
Christopher James BurkeTriad Advisors LLCSecurian Financial Services, Inc.$5007-29-2010
David Holmes McCollumEdward JonesSecurian Financial Services, Inc.$5004-12-2010
Kevin Campbell KingEdward JonesSecurian Financial Services, Inc.03-16-2009

Showing 1 to 20 of 20 entries

Page 1

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.