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
Jeffrey Scott BlitzCadaret, Grant & Co., Inc.Cambridge Investment Research, Inc.09-28-2020
Timothy Howard OlsenCadaret, Grant & Co., Inc.Pruco Securities, LLC.$10007-23-2020
Alexander ZingerCadaret, Grant & Co., Inc.American Portfolios Financial Services, Inc.06-17-2020
Akhil KumarCadaret, Grant & Co., Inc.Cambridge Investment Research, Inc.03-27-2020
Christopher D UrbanCadaret, Grant & Co., Inc.Equitable Advisors, LLC01-10-2020
Benjamin Timothy HussongCadaret, Grant & Co., Inc.Park Avenue Securities LLC01-02-2020
Laurence James SchnallCadaret, Grant & Co., Inc.Key Investment Services LLC$15011-22-2019
Kenneth John ArellanoCadaret, Grant & Co., Inc.LPL Financial LLC$1,00010-21-2019
Justin T CorbinCadaret, Grant & Co., Inc.LPL Financial LLC10-21-2019
Ryan William YorkCadaret, Grant & Co., Inc.Pinnacle Investments, LLC10-15-2019
Sean HuffCadaret, Grant & Co., Inc.Equitable Advisors, LLC09-27-2019
Virginia Belle KowalCadaret, Grant & Co., Inc.Lincoln Investment$1,00008-30-2019
Alec John WitkowskiCadaret, Grant & Co., Inc.Blackridge Asset Management, LLC08-23-2019
John Joseph PennaCadaret, Grant & Co., Inc.Blackridge Asset Management, LLC08-21-2019
Mark Allen DavidsonCadaret, Grant & Co., Inc.Citizens Securities, Inc.07-26-2019
Matthew James AboldCadaret, Grant & Co., Inc.Northwestern Mutual Investment Services, LLC06-18-2019
David Vincent ReubenCadaret, Grant & Co., Inc.Royal Alliance Associates, Inc.05-24-2019
Kevin Thomas CurryCadaret, Grant & Co., Inc.Royal Alliance Associates, Inc.05-24-2019
Anne Elaine Stedge-OutwaterCadaret, Grant & Co., Inc.Royal Alliance Associates, Inc.05-24-2019
Janice Powers WilliamsCadaret, Grant & Co., Inc.Paradigm Consulting, Inc.$5004-22-2019
Michelle Denise WerthCadaret, Grant & Co., Inc.Putnam Retail Management Limited Partnership01-02-2019
Matthew Timothy MeagherCadaret, Grant & Co., Inc.Cambridge Investment Research, Inc.01-02-2019
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
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Showing 1 to 25 of 95 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.