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
Michael Geoffrey MinterLifeMark Securities Corp.Signator Investors, Inc.$25009-23-2009
Ori William PagovichFSC Securities CorporationSignator Investors, Inc.$10012-14-2009
Brandon VanderbeckChase Investment Services Corp.Signator Investors, Inc.03-29-2010
Normand Richard Fluet Jr.Ameriprise Financial Services, Inc.Signator Investors, Inc.$10008-03-2010
Todd Mccabe O'DonnellAXA Advisors, LLCSignator Investors, Inc.08-27-2010
Jeffrey Loren HaxtonCadaret, Grant & Co., Inc.Signator Investors, Inc.10-20-2010
John Vito BryantPruco Securities, LLC.Signator Investors, Inc.11-15-2010
Edward Michael LadersProEquities, Inc.Signator Investors, Inc.$10011-29-2010
Caryn Elizabeth KennedyAmerican Portfolios Financial Services, Inc.Signator Investors, Inc.$10002-18-2011
Gloria M PermaulKey Investment Services LLCSignator Investors, Inc.06-22-2011
Eric Michael PalumboMML Investors Services, LLCSignator Investors, Inc.09-08-2011
Richard Ronald BaginskiNYLIFE Securities LLCSignator Investors, Inc.09-12-2011
Stefan KaplanMetLife Securities Inc.Signator Investors, Inc.12-05-2011
Michael J MarcelloAXA Advisors, LLCSignator Investors, Inc.$50001-04-2012
Gregory Adam MosickAXA Advisors, LLCSignator Investors, Inc.$50001-04-2012
Corey Lee JacksonManning & Napier Investor Services, Inc.Signator Investors, Inc.$10004-02-2012
Ezekiel MeiselsMML Investors Services, LLCSignator Investors, Inc.$25004-06-2012
Cheskel Gottlieb Jr.MML Investors Services, LLCSignator Investors, Inc.04-06-2012
Irwin Moshe JanklowiczMML Investors Services, LLCSignator Investors, Inc.04-06-2012
Shulem EhrenfeldMML Investors Services, LLCSignator Investors, Inc.04-06-2012
Aron KahanMML Investors Services, LLCSignator Investors, Inc.04-06-2012
Aaron KleinMML Investors Services, LLCSignator Investors, Inc.04-06-2012
Garry Lee MillardMerrill Lynch, Pierce, Fenner & Smith IncorporatedSignator Investors, Inc.$10004-19-2012
Moshe FischerMML Investors Services, LLCSignator Investors, Inc.$10005-17-2012
Jacob KahanMML Investors Services, LLCSignator Investors, Inc.06-04-2012
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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.