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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron KleinMML Investors Services, LLCSignator Investors, Inc.04-06-2012
Aron KahanMML Investors Services, LLCSignator Investors, Inc.04-06-2012
Cheskel Gottlieb JrMML Investors Services, LLCSignator Investors, Inc.04-06-2012
Corey Lee JacksonManning & Napier Investor Services, Inc.Signator Investors, Inc.$1,00004-02-2012
Cory H ClairMML Investors Services, LLCSignator Investors, Inc.02-14-2013
Crista Joan BresnahanPrincipal Securities, Inc.Signator Investors, Inc.08-01-2014
Daniel Rocco MarianHazard & Siegel, Inc.Signator Investors, Inc.01-02-2018
Derek A MekaPruco Securities, LLC.Signator Investors, Inc.08-09-2017
Douglas Peter CastrenPrincipal Securities, Inc.Signator Investors, Inc.08-19-2014
Edward Michael LadersProEquities, Inc.Signator Investors, Inc.$2511-29-2010
Eric A Piesnikowski JrFidelity Brokerage Services LLCSignator Investors, Inc.12-20-2010
Eric Michael PalumboMML Investors Services, LLCSignator Investors, Inc.09-08-2011
Ezekiel MeiselsMML Investors Services, LLCSignator Investors, Inc.$2504-06-2012
Gloria M PermaulKey Investment Services LLCSignator Investors, Inc.06-22-2011
Gregory Adam MosickEquitable Advisors, LLCSignator Investors, Inc.01-04-2012
Irwin Moshe JanklowiczMML Investors Services, LLCSignator Investors, Inc.04-06-2012
Jack David ShafferWells Fargo Clearing Services, LLCSignator Investors, Inc.05-10-2017
Jacob KahanMML Investors Services, LLCSignator Investors, Inc.06-04-2012
Jeffrey Loren HaxtonCadaret, Grant & Co., Inc.Signator Investors, Inc.10-20-2010
Jeffrey Lowell CampsM Holdings Securities, Inc.Signator Investors, Inc.$25005-09-2016
Joshua Thomas McCarthyNYLIFE Securities LLCSignator Investors, Inc.10-16-2018
Loizos Michael ProdromouTransamerica Financial Advisors, IncSignator Investors, Inc.04-05-2018
Luguang LuanLincoln Financial Advisors CorporationSignator Investors, Inc.11-01-2016
Moshe FischerMML Investors Services, LLCSignator Investors, Inc.05-17-2012
Niall Michael MorrisseyJ.P. Morgan Securities LLCSignator Investors, Inc.$15005-07-2015
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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.