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
William P. Marshall Jr.TD Ameritrade Investment Management, LLCScottrade, Inc.02-26-2018
William Kyle BirdTD Ameritrade Investment Management, LLCScottrade, Inc.02-26-2018
William Barrett EvansTD Ameritrade Investment Management, LLCScottrade, Inc.02-26-2018
Thomas Allen NeillTD Ameritrade Investment Management, LLCScottrade, Inc.02-26-2018
Stephen Thomas AndruskyTD Ameritrade Investment Management, LLCScottrade, Inc.02-26-2018
Ryan Matthew LindTD Ameritrade Investment Management, LLCScottrade, Inc.02-26-2018
Roiri Dahshun ButlerTD Ameritrade Investment Management, LLCScottrade, Inc.02-26-2018
Paul Mathew GerardTD Ameritrade Investment Management, LLCScottrade, Inc.02-26-2018
Pamela Marie RussellTD Ameritrade Investment Management, LLCScottrade, Inc.02-26-2018
Nathan Jeffrey NelsonTD Ameritrade Investment Management, LLCScottrade, Inc.02-26-2018
Michele Antoinette GrantTD Ameritrade Investment Management, LLCScottrade, Inc.02-26-2018
Matthew John StackTD Ameritrade Investment Management, LLCScottrade, Inc.02-26-2018
Kenneth Edward WilesTD Ameritrade Investment Management, LLCScottrade, Inc.02-26-2018
Jonathan Vincent MarzellaTD Ameritrade Investment Management, LLCScottrade, Inc.02-26-2018
John Edward MayoTD Ameritrade Investment Management, LLCScottrade, Inc.02-26-2018
Jean Ralph VictorTD Ameritrade Investment Management, LLCScottrade, Inc.02-26-2018
Jared M. HemmingsenEdward JonesScottrade, Inc.08-31-2015
Jacky Ho Yiu ChiuTD Ameritrade Investment Management, LLCScottrade, Inc.02-26-2018
Gregory Alan BergerTD Ameritrade Investment Management, LLCScottrade, Inc.02-26-2018
Donald Allison Wilson Jr.TD Ameritrade Investment Management, LLCScottrade, Inc.02-26-2018
Derek A. RiddleTD Ameritrade Investment Management, LLCScottrade, Inc.02-26-2018
Dennis Michael Seeley Jr.TD Ameritrade Investment Management, LLCScottrade, Inc.02-26-2018
Cynthia Lynn EarlyTD Ameritrade Investment Management, LLCScottrade, Inc.02-26-2018
Corey Wayne GravingTD Ameritrade Investment Management, LLCScottrade, Inc.02-26-2018
Charles Francis ScullyTD Ameritrade Investment Management, LLCScottrade, Inc.02-26-2018
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Showing 1 to 25 of 29 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.

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