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
Anthony Michael BucceriPark Avenue Securities LLCVALIC Financial Advisors, Inc.02-07-2020
Kevin E. SneadUBS Financial Services Inc.J.P. Morgan Securities LLC02-07-2020
Sean M. McEvoyRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC$1002-06-2020
Elisa Thorp GoebelAmeritas Investment Company, LLCState Farm VP Management Corp.02-05-2020
Michael SoederAXA AdvisorsCitizens Securities02-04-2020
Douglas SingerAXA AdvisorsPruco Securities, LLC02-04-2020
Jeffrey Scott HuntU.S. Bancorp Investments, Inc.U.S. Bancorp Investments, Inc.$2502-04-2020
Jason Aaron YoungPruco Securities, LLC.PNC Investments02-04-2020
Jaimie Lynne StachowiakFifth Third Securities, Inc.The Huntington Investment Company02-03-2020
Douglas James AmbroseLincoln Financial Advisors CorporationTD Ameritrade, Inc.02-03-2020
Jarrell Adam WittySecurities America, Inc.LPL Financial LLC01-31-2020
Cyril James KanagarajBoenning & Scattergood, Inc.Key Investment Services LLC01-31-2020
Travis Jay LacelleCitizens Securities, Inc.PNC Investments01-30-2020
Todd J. LearyNorthwestern Mutual Investment Services, LLCSecurian Financial Services, Inc.01-30-2020
Alexander James RuizMerrill Lynch, Pierce, Fenner & Smith IncorporatedKey Investment Services LLC01-29-2020
Shannon J. BauerJ.P. Morgan Securities LLCFifth Third Securities, Inc.01-28-2020
Christian John RetherJ.P. Morgan Securities LLCAmeriprise Financial Services, LLC01-28-2020
Hannah Alexandra FleschFidelity Brokerage Services LLCAmeriprise Financial Services, LLC01-28-2020
Jenna M. GordonInfinex Investments, Inc.Key Investment Services LLC01-27-2020
Nancy Carolyn JohnsonPFS Investments Inc.PFS Investments Inc.01-27-2020
Krista Allison CavalieriBudros, Ruhlin & Roe, Inc.Evolve Capital LLC01-26-2020
Ernest E Cunningham IIICetera Investment Services LLCEdward Jones01-24-2020
Edward James BlakeBlake Schutter WealthSanctuary Advisors, LLC01-24-2020
Mark Edward SchutterBlake Schutter WealthSanctuary Advisors, LLC01-24-2020
Justin ParisiManning & Napier Investor Services, Inc.TD Ameritrade, Inc.$15001-23-2020
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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.