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
Benjamin Aaron KusnerKMG Fiduciary Partners, LLCMorgan Stanley$1,00001-22-2020
Michael Darren ElmoreCitizens Securities, Inc.Cetera Investment Services LLC01-21-2020
Salvatore John D'AngeloCetera Advisors LLCStratos Wealth Partners, Ltd01-21-2020
Sylvia D. ChandlerJ.W. Cole Financial, Inc.W&S Brokerage Services, Inc.01-21-2020
Michael GreenwoodPFS Investments Inc.PFS Investments Inc.01-21-2020
Greg Andrew GoldfederVivaldi Capital Management, LLCThe Proper Analysis Corporation01-21-2020
Steven Harold BernerKMG Fiduciary Partners, LLCMorgan Stanley$2501-17-2020
Shane Michael MeyerKMG Fiduciary Partners, LLCMorgan Stanley$4601-17-2020
Alexander Steven BlackMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC01-17-2020
Dennis Oduor OtienoPNC InvestmentsStratos Wealth Partners, Ltd01-16-2020
Thomas James GottliebPrincipal Securities, Inc.MML Investors Services, LLC01-16-2020
David Alan WiedmeyerPruco Securities, LLC.Cetera Advisor Networks LLC01-16-2020
James Thomas MarshThe Tavenner CompanyKovack Securities Inc.01-16-2020
Jennifer Day KuneshLPL Financial LLCRaymond James & Associates, Inc.01-15-2020
Raymond James KlineCambridge Investment Research, Inc.Securities America, Inc.$2501-15-2020
Daniel KlineCambridge Investment Research, Inc.Securities America, Inc.01-15-2020
Mark Andrew CramerMML Investors Services, LLCMML Investors Services, LLC$10001-15-2020
Veronica NaglicFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-15-2020
Melissa Anne GuzmanFarmers Financial Solutions, LLCFarmers Financial Solutions, LLC01-15-2020
Mary L. BevacquaThe O.N. Equity Sales CompanyFarmers Financial Solutions, LLC01-14-2020
Dan Delker TrinterCambridge Investment Research, Inc.Nationwide Securities, LLC01-14-2020
Ashley Danielle CampbellPFS Investments Inc.PFS Investments Inc.01-14-2020
Lisa Renee RodeBoenning & Scattergood, Inc.Citizens Securities, Inc.01-13-2020
David Michael BainJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.01-10-2020
Trevor Jack DowningAmeriprise Financial Services, LLCAXA Advisors, LLC01-10-2020
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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.