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
Aaron S StiefelPFS Investments Inc.PFS Investments Inc.03-19-2015
Alexander Peter Kiczek Jr.PFS Investments Inc.PFS Investments Inc.04-05-2011
Alexis De Jesus EraltePFS Investments Inc.PFS Investments Inc.12-26-2013
Alexis De Jesus EraltePFS Investments Inc.PFS Investments Inc.01-15-2013
Amos AugustePFS Investments Inc.PFS Investments Inc.01-15-2020
Anna Danuta LichnowskiPFS Investments Inc.PFS Investments Inc.01-11-2016
Asghar Ali ChaudhryAXA Advisors, LLCPFS Investments Inc.10-01-2015
Babu PhilipPFS Investments Inc.PFS Investments Inc.12-26-2013
Barbara Lateefah Abdul-JabbaarPFS Investments Inc.PFS Investments Inc.01-02-2014
Beena MaharjanPFS Investments Inc.PFS Investments Inc.01-25-2018
Benjjamin Parnell ZalesPFS Investments Inc.PFS Investments Inc.01-03-2012
Billie Jo MoorePFS Investments Inc.PFS Investments Inc.01-15-2013
Cameron Nathaniel HawthornePrimexPFS Investments Inc.02-13-2013
Carol J LannonPFS Investments Inc.PFS Investments Inc.01-24-2019
Cassandra Nicole HinnenPFS Investments Inc.PFS Investments Inc.01-29-2019
Chad Quinn PorzigAvantax Investment Services, Inc.PFS Investments Inc.12-21-2018
Cheryl-Ann BacilloAXA Advisors, LLCPFS Investments Inc.03-30-2020
Christopher Joseph MuhrPFS Investments Inc.PFS Investments Inc.02-18-2009
Christopher Michael CohenCitizens Securities, Inc.PFS Investments Inc.09-17-2019
Corinna Marie MenkesSantander Securities LLCPFS Investments Inc.05-06-2013
Craig W MorrisonPruco Securities, LLC.PFS Investments Inc.09-10-2018
Danielle BrunoM&T Securities, Inc.PFS Investments Inc.08-29-2018
Daryl Emile DecohenPFS Investments Inc.PFS Investments Inc.01-21-2011
David HerreraWells Fargo Clearing Services, LLCPFS Investments Inc.01-15-2019
David Kenneth RobertsPFS Investments Inc.PFS Investments Inc.04-25-2013
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Showing 1 to 25 of 93 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.