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.

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
Murray WelchPruco Securities, LLC.MWA Financial Services Inc.$105-06-2019
William Bradford FlowersPruco Securities, LLC.BB&T Securities, LLC01-08-2019
Heath Elliott PiercePruco Securities, LLC.SunTrust Investment Services, Inc.11-16-2018
Robby Edward Ammons Jr.Pruco Securities, LLC.Bankers Life Securities, Inc.09-14-2018
Stephen Donald CampbellPruco Securities, LLC.LPL Financial LLC$103-19-2018
James Edward FoyPruco Securities, LLC.AXA Advisors, LLC10-25-2017
William Vahid HashemiPruco Securities, LLC.Waddell & Reed10-25-2017
Andrew Brett KutnerPruco Securities, LLC.AXA Advisors, LLC10-23-2017
Calvin James PerryPruco Securities, LLC.Allstate Financial Services, LLC08-30-2017
Jason Tyler DrakePruco Securities, LLC.Park Avenue Securities LLC08-01-2017
Willie Darnell EverettPruco Securities, LLC.Principal Securities, Inc.06-28-2017
Wayne Wayne JohnsonPruco Securities, LLC.Principal Securities, Inc.02-13-2017
Heather Ann BanksPruco Securities, LLC.Infinex Investments, Inc.$5008-03-2016
Marian Brown DabbsPruco Securities, LLC.Northwestern Mutual Investment Services, LLC06-29-2016
Rachel Hill AshmanPruco Securities, LLC.PNC Investments03-07-2016
Leslie S GarnerPruco Securities, LLC.AXA Advisors, LLC01-21-2016
Byron Coleman Hornaday Sr.Pruco Securities, LLC.MML Investors Services, LLC01-07-2016
Sandra Snead ThorntonPruco Securities, LLC.SunTrust Investment Services, Inc.09-24-2015
Donald Brian McclellanPruco Securities, LLC.LPL Financial LLC04-22-2015
Joseph Shane SilvaPruco Securities, LLC.Allstate Financial Services, LLC$2503-25-2015
Gregory Thomas McneelyPruco Securities, LLC.MWA Financial Services Inc.01-08-2015
Danny Vester BrownPruco Securities, LLC.VALIC Financial Advisors, Inc.11-19-2014
Helen Flowe SikesPruco Securities, LLC.PNC Investments10-02-2014
Brandon Ray ByerlyPruco Securities, LLC.Principal Securities, Inc.06-18-2014
Romie PatelPruco Securities, LLC.Principal Securities, Inc.06-17-2014
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Showing 1 to 25 of 38 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.


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