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
Gregory M. SobocinskiSecurities America, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-01-2009
Bryan Oscar EberleSecurities America, Inc.AXA Advisors, LLC04-01-2009
Chester Frank Makuch Jr.Securities America, Inc.Banc of America Investment Services, Inc.06-29-2009
Richard Lee HarrisSecurities America, Inc.Ogilvie Security Advisors Corporation08-01-2009
Jeffrey Scott BrehmSecurities America, Inc.Wells Fargo Clearing Services, LLC$10009-08-2009
Louis Anthony TucciSecurities America, Inc.MML Investors Services, LLC01-28-2013
Reagan I. GoolcharanSecurities America, Inc.New England Securities01-16-2014
Louis Nicholas MancinelliSecurities America, Inc.Ridgeway Conger Advisory Services12-15-2015
Gregory GonzalezSecurities America, Inc.Adirondack Trading Group LLC12-15-2015
George KastanisSecurities America, Inc.Cetera Advisors LLC04-05-2016
Adam Van Voorhis PuffSecurities America, Inc.LPL Financial LLC$5006-17-2016
Philip N RanalliSecurities America, Inc.LPL Financial LLC$5007-15-2016
David Eugene SkultetySecurities America, Inc.LPL Financial LLC$1008-23-2016
Daniel Vaux WilsonSecurities America, Inc.Park Avenue Securities LLC$15002-06-2017
Robin Michael WalshSecurities America, Inc.Park Avenue Securities LLC$10002-06-2017
Wilson MunozSecurities America, Inc.Park Avenue Securities LLC02-06-2017
Alicia M. GonnellaSecurities America, Inc.Park Avenue Securities LLC02-06-2017
Alexander Vasilantone Jr.Securities America, Inc.National Planning Corporation$5010-18-2017
Marc Steven StandigSecurities America, Inc.National Planning Corporation10-18-2017
Joseph Frederick TarantinoSecurities America, Inc.National Planning Corporation$1010-18-2017
Joseph Thomas SlavitskasSecurities America, Inc.National Planning Corporation$1810-18-2017
Neil Jeffrey AltshulerSecurities America, Inc.National Planning Corporation10-18-2017
Daniel F BeckerSecurities America, Inc.National Planning Corporation10-18-2017
Thomas S WagnerSecurities America, Inc.National Planning Corporation10-27-2017
Roger K RiehmSecurities America, Inc.National Planning Corporation11-01-2017
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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.