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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Mark Steven WojcinskiAmerican Portfolios Financial Services, Inc.GWN Securities Inc.07-23-2019
Reudel DiazAmerican Portfolios Financial Services, Inc.LPL Financial LLC07-11-2019
Evan Joshua LevyAmerican Portfolios Financial Services, Inc.Morgan Stanley06-05-2019
John Zupka IIIAmerican Portfolios Financial Services, Inc.Cetera Advisors LLC05-20-2019
Anubhav MullickAmerican Portfolios Financial Services, Inc.Cetera Advisors LLC05-17-2019
Adam John DeutschAmerican Portfolios Financial Services, Inc.Mutual of America Life Insurance Company$15005-01-2019
Joffre SalazarAmerican Portfolios Financial Services, Inc.LPL Financial LLC04-08-2019
Alexander ZingerAmerican Portfolios Financial Services, Inc.Independent Financial Group, LLC12-20-2018
Stephen Ira GilbergAmerican Portfolios Financial Services, Inc.Questar Capital Corporation12-14-2018
Michael John BurkeAmerican Portfolios Financial Services, Inc.Northeast Securities, LLC$5010-31-2018
David Michael Pulcini Jr.American Portfolios Financial Services, Inc.AXA Advisors, LLC08-17-2018
John P. HarmsAmerican Portfolios Financial Services, Inc.AXA Advisors, LLC08-17-2018
Hillary Joy WertliebAmerican Portfolios Financial Services, Inc.Cetera Advisors LLC$2506-01-2018
Linda BenlevyAmerican Portfolios Financial Services, Inc.Cetera Advisors LLC$1003-16-2018
Daniel Lawrence PolanskyAmerican Portfolios Financial Services, Inc.Wells Fargo Clearing Services, LLC$1,00003-02-2018
John Patrick BryantAmerican Portfolios Financial Services, Inc.Wells Fargo Clearing Services, LLC$7103-02-2018
Derek RussellAmerican Portfolios Financial Services, Inc.Hornor, Townsend & Kent, LLC$10002-09-2018
Matthew Franklin SchneidermanAmerican Portfolios Financial Services, Inc.Kovack Securities Inc.02-08-2018
Paul Jay RobbinsAmerican Portfolios Financial Services, Inc.Ladenburg Thalmann & Co. Inc.$2511-17-2017
Mark Andre PoitrasAmerican Portfolios Financial Services, Inc.HSBC Securities (USA) Inc.08-07-2017
Christopher James WolfeAmerican Portfolios Financial Services, Inc.Park Avenue Securities LLC04-28-2017
Donald Joseph Savino Jr.American Portfolios Financial Services, Inc.Private Advisor Group, LLC$1004-27-2017
Carmine Joseph PassanteAmerican Portfolios Financial Services, Inc.Legend Equities Corporation08-15-2016
Paula Marie RogalaAmerican Portfolios Financial Services, Inc.Waddell & Reed07-12-2016
Daniel Steven Williams Jr.American Portfolios Financial Services, Inc.MetLife Securities Inc.06-20-2016
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Showing 1 to 25 of 92 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.


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