Advisers on the Move

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
Jeremy Lee RamseyMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC01-07-2019
Joseph Michael CanditoWells Fargo Clearing Services, LLCFidelity Brokerage Services LLC08-14-2018
Anthony Evon Clark Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC07-14-2018
Corey Richard FogelAXA Advisors, LLCFidelity Brokerage Services LLC03-12-2018
Sean Stephen RyanEdward JonesFidelity Brokerage Services LLC$103-05-2018
Kyle Anthony KursimARGI Investment Services, LLCFidelity Brokerage Services LLC01-22-2018
Shane Michael WatsonNorthwestern Mutual Investment Services, LLCFidelity Brokerage Services LLC$112-19-2017
David Clements ParkerFifth Third Securities, Inc.Fidelity Brokerage Services LLC12-08-2017
Justin D BlackFifth Third Securities, Inc.Fidelity Brokerage Services LLC$5011-30-2017
Christopher Stephen DerstineMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC11-01-2017
EVAN MATTHEW BIGGSThe Huntington Investment CompanyFidelity Brokerage Services LLC08-28-2017
Richard Michael SchlaackAXA Advisors, LLCFidelity Brokerage Services LLC07-14-2017
Adam Peter LisowskyLPL Financial LLCFidelity Brokerage Services LLC07-03-2017
John Robinson PaytonMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC06-16-2017
William George Whiteley IVMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC06-02-2017
Steven Lee KramerARGI Investment Services, LLCFidelity Brokerage Services LLC05-25-2017
Paul David Stahley IIElkhorn Value CapitalFidelity Brokerage Services LLC04-09-2017
Brad Paul SchuelerCassady Schiller Wealth Management, LLCFidelity Brokerage Services LLC01-31-2017
Lisa Michelle VincentFifth Third Securities, Inc.Fidelity Brokerage Services LLC12-06-2016
Chris Robin KlemanRaymond James Financial Services, Inc.Fidelity Brokerage Services LLC12-02-2016
John Robert BovardMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC10-28-2016
Chadwick Lynn MillerCitizens Securities, Inc.Fidelity Brokerage Services LLC10-20-2016
Lauren Marie DaltonPNC InvestmentsFidelity Brokerage Services LLC09-20-2016
Tony John RobkeMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC09-16-2016
Byron David VainribPNC InvestmentsFidelity Brokerage Services LLC$107-11-2016
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Showing 1 to 25 of 59 entries

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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.

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