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.

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Recruiting Scoreboard (Q4 2020)

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
George A Marshall IIAllstate Financial Services, LLCPruco Securities, LLC.08-14-2020
Terrence Hill Hill IAllstate Financial Services, LLCPruco Securities, LLC.02-18-2020
Michael A AshtonAllstate Financial Services, LLCPruco Securities, LLC.05-14-2019
Riyaad Magnus KhanAllstate Financial Services, LLCPruco Securities, LLC.09-25-2018
Jieheng ChenAllstate Financial Services, LLCPruco Securities, LLC.09-21-2017
Lawrence Steven CohenAllstate Financial Services, LLCPruco Securities, LLC.12-23-2015
Josephine Maria CazilasAllstate Financial Services, LLCPruco Securities, LLC.08-15-2013
Gabriel SakellaridisAmeriprise Financial Services, LLCPruco Securities, LLC.07-10-2020
John Frank GoodnoughAmeriprise Financial Services, LLCPruco Securities, LLC.02-19-2020
Phillip Edward CebelenskiBenchmark Investments, Inc.Pruco Securities, LLC.07-14-2020
Timothy Howard OlsenCadaret, Grant & Co., Inc.Pruco Securities, LLC.$10007-23-2020
Aaron Matthew VerdileCadaret, Grant & Co., Inc.Pruco Securities, LLC.11-05-2018
Frank Llyod DavidsonCadaret, Grant & Co., Inc.Pruco Securities, LLC.$4508-02-2018
Patrick George StewartCadaret, Grant & Co., Inc.Pruco Securities, LLC.08-02-2018
Avanna Ashman MairCetera Investment Services LLCPruco Securities, LLC.07-02-2020
Sandra O Hehir KeirChelsea Financial ServicesPruco Securities, LLC.01-24-2020
Jeremy Michael EvensCitizens Securities, Inc.Pruco Securities, LLC.08-26-2020
Albert Patrick MorasCUNA Brokerage Services, Inc.Pruco Securities, LLC.11-13-2019
Boodram Dave SomeriaDavid Lerner Associates, Inc.Pruco Securities, LLC.11-14-2014
Daniel Joseph FeleppaE*TRADE Securities LLCPruco Securities, LLC.03-06-2019
Michael ChristodoulouEdward JonesPruco Securities, LLC.$2507-27-2018
Carmen Erminda MeausooneEquitable Advisors, LLCPruco Securities, LLC.09-28-2020
ANTHONY Dean MAZZEIEquitable Advisors, LLCPruco Securities, LLC.04-27-2018
Thomas L Dolin IIEquity Services, Inc.Pruco Securities, LLC.08-29-2019
Gregory Paul KauschEquity Services, Inc.Pruco Securities, LLC.11-07-2018
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Showing 1 to 25 of 75 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.