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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Danny Joe ClaxtonLPL Financial LLCH. Beck, Inc.$1011-26-2019
Todd Michael GrahamLPL Financial LLCH. Beck, Inc.$5011-26-2019
Daniel Xavier NameyLPL Financial LLCH. Beck, Inc.$2511-26-2019
Jammie Lee ChorrushiLPL Financial LLCH. Beck, Inc.$5011-26-2019
Thomas M. BurkeLPL Financial LLCH. Beck, Inc.11-26-2019
Lois A. BratkovichLPL Financial LLCH. Beck, Inc.$2511-26-2019
John Willard McCoy Jr.LPL Financial LLCH. Beck, Inc.$1,00011-26-2019
Laraine Anne McCoyLPL Financial LLCH. Beck, Inc.$5011-26-2019
Louis John Berrodin IIIPruco Securities, LLC.Northwestern Mutual Investment Services, LLC11-26-2019
Brian Keith IamsAXA Advisors, LLCThe Huntington Investment Company11-26-2019
John R SchnurMerrill Lynch, Pierce, Fenner & Smith IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated11-26-2019
Jacob March SchaeferCitizens Securities, Inc.Key Investment Services LLC11-25-2019
Souheil Hassib ChalhoubPNC InvestmentsFifth Third Securities, Inc.11-25-2019
Douglas Allen GildenmeisterAmeriprise Financial Services, LLCRaymond James & Associates, Inc.11-22-2019
Sandra Lynn TomaszyckiAmeriprise Financial Services, LLCRaymond James & Associates, Inc.11-22-2019
James Clyde Davis IVAmeriprise Financial Services, LLCRaymond James & Associates, Inc.11-22-2019
Michael Robert CianciolaEdward JonesRaymond James Financial Services, Inc.11-22-2019
Christopher William TielandRockefeller Financial LLCMorgan Stanley11-22-2019
Amanda L. RodmanRockefeller Financial LLCMorgan Stanley11-22-2019
Christian John RiemenschneiderMorgan StanleyWells Fargo Clearing Services, LLC$1,00011-22-2019
Grant Michael GleasonTransamerica Financial Advisors, IncTransamerica Financial Advisors, Inc11-21-2019
Keith M ClapacsValMark Securities, Inc.ProEquities, Inc.11-21-2019
Sylvia Antionette GarrettMutual of Omaha Investor Services, Inc.Nationwide Securities, LLC11-21-2019
Zachary David YoungJ.P. Morgan Securities LLCThe Huntington Investment Company11-20-2019
Jim Steiner MontgomeryCitizens Securities, Inc.MML Investors Services, LLC11-20-2019
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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.