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
Adrian DiazPruco Securities, LLC.FBL Marketing Services, LLC11-10-2014
Alex Christian JohnsonPruco Securities, LLC.Principal Securities, Inc.02-25-2019
Amber Donelle PeterreinsPruco Securities, LLC.The Leaders Group, Inc.06-16-2017
Brenden Thomas FitzpatrickPruco Securities, LLC.MWA Financial Services Inc.06-12-2019
David Anthony BrouillettePruco Securities, LLC.Ameritas Investment Corp.06-18-2018
Jared Ray FoutsPruco Securities, LLC.FBL Marketing Services, LLC07-28-2016
Jonathan A LeymasterPruco Securities, LLC.Northwestern Mutual Investment Services, LLC11-07-2017
Jordan J. IrelandPruco Securities, LLC.Principal Securities, Inc.01-22-2019
JOSEPH JAMES PUETZPruco Securities, LLC.Quantum Financial Partners LLC02-23-2017
Justin Lee ReevesPruco Securities, LLC.FB Advisors, Inc.$50008-05-2013
Michael Alan GabrielsonPruco Securities, LLC.Cambridge Investment Research, Inc.04-16-2019
Michael Gerard JuradoPruco Securities, LLC.MML Investors Services, LLC11-21-2017
Michelle Renee BlazekPruco Securities, LLC.Principal Securities, Inc.07-19-2018
Nathan Andrew LarsenPruco Securities, LLC.Signator Investors, Inc.03-18-2013
Nickolaus Lee ShannonPruco Securities, LLC.Edward Jones11-20-2017
Peter Derek ScheurmanPruco Securities, LLC.AXA Advisors, LLC09-20-2019
Peter N. SieglingPruco Securities, LLC.TD Ameritrade, Inc.10-14-2019
Scott Gordon NewmanPruco Securities, LLC.Farmers Financial Solutions, LLC08-08-2016
Shirley CemajPruco Securities, LLC.Northwestern Mutual Investment Services, LLC01-20-2017
Tony Albert TrippPruco Securities, LLC.Thrivent Investment Management Inc.05-05-2010
Vernon L. OrrPruco Securities, LLC.MML Investors Services, LLC03-08-2018

Showing 1 to 21 of 21 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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