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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Frederick Joshua KeresturyAMFG Wealth Management LLCAXA Advisors, LLC03-30-2020
Trevor Jack DowningAmeriprise Financial Services, LLCAXA Advisors, LLC01-10-2020
Nathan Michael HartwigCitizens Securities, Inc.AXA Advisors, LLC01-03-2020
Christina Marie PeaseCetera Investment Services LLCAXA Advisors, LLC12-18-2019
David Keith SpindleJ.P. Morgan Securities LLCAXA Advisors, LLC11-07-2019
Alexandra Morgan SalePruco Securities, LLC.AXA Advisors, LLC08-06-2019
Benjamin Michael TaylorThe Huntington Investment CompanyAXA Advisors, LLC08-05-2019
Jack Jerome Defevers Jr.Pruco Securities, LLC.AXA Advisors, LLC07-29-2019
Tyler Eric RenchAmeriprise Financial Services, LLCAXA Advisors, LLC06-27-2019
Henry Johnson BloodFarmers Financial Solutions, LLCAXA Advisors, LLC05-03-2019
Richard Michael SchlaackPruco Securities, LLC.AXA Advisors, LLC04-29-2019
Yury Alexander FridmanAmeriprise Financial Services, LLCAXA Advisors, LLC03-27-2019
Tyler J. SchroederJ.P. Morgan Securities LLCAXA Advisors, LLC01-31-2019
Keith Edward LockwoodAE Wealth Management, LLCAXA Advisors, LLC01-15-2019
Aaron James BlasinskyCitizens Securities, Inc.AXA Advisors, LLC11-14-2018
Sheffield Allen TurnerJ.P. Morgan Securities LLCAXA Advisors, LLC10-24-2018
Casey Patrick MccoartHornor, Townsend & Kent, LLCAXA Advisors, LLC09-25-2018
James Joseph HlavatyLPL Financial LLCAXA Advisors, LLC08-31-2018
Ryan Michael RootNorthwestern Mutual Investment Services, LLCAXA Advisors, LLC08-30-2018
Michael Wayne Kelley IIKelley Financial Planning, LLCAXA Advisors, LLC08-02-2018
Shea Patrick GraulJ.P. Morgan Securities LLCAXA Advisors, LLC04-30-2018
Charles Daniel SramekLPL Financial LLCAXA Advisors, LLC03-07-2018
John Francis SextonPruco Securities, LLC.AXA Advisors, LLC10-23-2017
Autumn Maxton HarveyJ.P. Morgan Securities LLCAXA Advisors, LLC09-22-2017
Joseph Michael SalahshourWells Fargo Clearing Services, LLCAXA Advisors, LLC08-08-2017
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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.