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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Melvin Lee GrossLincoln Financial Securities CorporationMML Investors Services, LLC04-24-2009
Dennis Michael MunroePark Avenue Securities LLCMML Investors Services, LLC07-15-2009
Denise E. PetrinEdward JonesMML Investors Services, LLC$5009-04-2009
Mary Carroll MurphyCharles Schwab & Co., Inc.MML Investors Services, LLC$1010-25-2011
Joseph William JacobsNYLIFE Securities LLCMML Investors Services, LLC11-02-2011
Robert Gordon EllisEldridge Investment Advisors IncMML Investors Services, LLC05-17-2012
George M.L. Gould Jr.VALIC Financial Advisors, Inc.MML Investors Services, LLC08-10-2012
Robert Byron TrudoVALIC Financial Advisors, Inc.MML Investors Services, LLC02-13-2013
Robin Denise WellsAltus Investment GroupMML Investors Services, LLC04-12-2013
Craig Dennis JohnsonSantander Securities LLCMML Investors Services, LLC$1007-01-2013
Todd Michael FischerCitizens Securities, Inc.MML Investors Services, LLC07-30-2013
Stuart Jeffrey BronsonCambridge Investment Research, Inc.MML Investors Services, LLC11-01-2013
Christopher Elliott HorneFidelity Brokerage Services LLCMML Investors Services, LLC10-10-2014
Marcel Gerard Robidas Jr.Citizens Securities, Inc.MML Investors Services, LLC05-12-2015
Evan Derick Hugh RobertsMerrill Lynch, Pierce, Fenner & Smith IncorporatedMML Investors Services, LLC05-22-2015
Aaron Anton MilneProEquities, Inc.MML Investors Services, LLC09-18-2015
Jeffrey Lloyd MayerMML Investors Services, LLCMML Investors Services, LLC09-25-2015
Christopher Robert DubeCitizens Securities, Inc.MML Investors Services, LLC01-14-2016
Nathan Adam LabonteAllstate Financial Services, LLCMML Investors Services, LLC03-08-2017
Gary Stephen DionneAmeriprise Financial Services, LLCMML Investors Services, LLC$2506-29-2017
James Theocharis DimosNortheast Planning Associates, Inc.MML Investors Services, LLC10-16-2017
Katherine L. CarlsonAXA Advisors, LLCMML Investors Services, LLC04-16-2018
Jordan Reed BrammerCitizens Securities, Inc.MML Investors Services, LLC04-30-2018
Michael David HatemCitizens Securities, Inc.MML Investors Services, LLC04-30-2018
Christopher M. WilliamsPruco Securities, LLC.MML Investors Services, LLC06-07-2018
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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.