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
Jonathan Leonard BradleyJ.P. Morgan Securities LLCThe Huntington Investment Company01-09-2020
Richard K. DearingNorthwestern Mutual Investment Services, LLCVALIC Financial Advisors, Inc.01-09-2020
Geoffrey ZieglerRaymond James & Associates, Inc.Edward Jones$15001-09-2020
Gregory Scott ForsytheThe Huntington Investment CompanyFifth Third Securities, Inc.01-08-2020
Ryan M. GreenhillThe Huntington Investment CompanyPNC Investments01-08-2020
Kevin Joseph BlackCUSO Financial Services, L.P.Lincoln Financial Advisors Corporation$2501-08-2020
Markus Arnold JohnsonPruco Securities, LLC.NYLIFE Securities LLC$2501-08-2020
David William DorowS.C. Thomas & Associates, CPAClarfeld01-08-2020
John Steven DamianoStratos Wealth Partners, LtdMerrill Lynch, Pierce, Fenner & Smith Incorporated01-07-2020
Richard Blake BriscoeMerrill Lynch, Pierce, Fenner & Smith IncorporatedKavar Capital Partners, LLC01-07-2020
Kenneth Edmund MearsAurum Wealth Management Group LLCValMark Securities, Inc.01-06-2020
Robert Michael StammenCapital AnalystsCapital Analysts$5001-06-2020
Grant KaminOne SevenUBS Financial Services Inc.01-06-2020
Brian Dennis PanzoThe Huntington Investment CompanyAdvised Assets Group, LLC$5001-03-2020
Nathan Michael HartwigCitizens Securities, Inc.AXA Advisors, LLC01-03-2020
Gregory Robert LochardMoney Concepts Capital CorpNationwide Securities, LLC01-03-2020
William Andrew Groth9258 Wealth Management, LLCNational Retirement Consultants Inc01-03-2020
Christopher Patrick TuckerWells Fargo Clearing Services, LLCMorgan Stanley$28201-03-2020
David Michael DaltonLPL Financial LLCLPL Financial LLC01-02-2020
Kathleen Marie BaezLPL Financial LLCTriad Advisors LLC$601-02-2020
Daniel Ralph SpositoMoney Concepts Capital CorpNationwide Securities, LLC01-02-2020
Robert Carroll JonesUnited Planners' Financial Services of America A Limited PartnerSecurities America, Inc.$5001-02-2020
Robert Ernest CoodeValMark Securities, Inc.ProEquities, Inc.01-02-2020
Cassandra Norine HortonValMark Securities, Inc.ProEquities, Inc.01-02-2020
Michael John Van HimbergenValMark Securities, Inc.ProEquities, Inc.$2501-02-2020
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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.