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
Aaron Christopher DurdaMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC10-02-2017
Adam Peter LisowskyLPL Financial LLCFidelity Brokerage Services LLC07-03-2017
Adrian J. KarasScottrade, Inc.Fidelity Brokerage Services LLC07-21-2015
Alexander Theodore KubiakScottrade, Inc.Fidelity Brokerage Services LLC04-25-2017
Alice Jean HogueKey Investment Services LLCFidelity Brokerage Services LLC09-17-2015
Allan Dave WalcottFidelity Brokerage Services LLCFidelity Brokerage Services LLC03-11-2016
Anne Blair BeavanAmeriprise Financial Services, LLCFidelity Brokerage Services LLC03-23-2009
Anthony E. Clark Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC07-14-2018
Bradley Joseph CooperNorthwestern Mutual Investment Services, LLCFidelity Brokerage Services LLC11-05-2014
Braydon M. StrousWaddell & ReedFidelity Brokerage Services LLC07-24-2009
Brian Patrick BolanBolan Capital Management, LLCFidelity Brokerage Services LLC10-30-2009
Bryan D. MeilingerLPL Financial LLCFidelity Brokerage Services LLC07-16-2018
Chadwick Lynn MillerCitizens Securities, Inc.Fidelity Brokerage Services LLC10-20-2016
Chase J. HarknessRaymond James & Associates, Inc.Fidelity Brokerage Services LLC02-06-2012
Christopher John BarnesFifth Third Securities, Inc.Fidelity Brokerage Services LLC07-22-2020
Christopher Lee DavisLPL Financial LLCFidelity Brokerage Services LLC06-01-2010
Christopher S. DerstineMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC11-01-2017
Daniel K. OhMetLife Securities Inc.Fidelity Brokerage Services LLC11-20-2015
David William HeckTIAA-CREF Individual & Institutional Services, LLCFidelity Brokerage Services LLC10-14-2013
Drew W. BerrethJ.P. Morgan Securities LLCFidelity Brokerage Services LLC08-17-2018
Dustin M ParksNorthwestern Mutual Investment Services, LLCFidelity Brokerage Services LLC05-26-2016
Elizabeth M. GirbertNorthwestern Mutual Investment Services, LLCFidelity Brokerage Services LLC05-21-2009
Elliott Charles JohnsonWells Fargo Advisors Financial Network, LLCFidelity Brokerage Services LLC05-02-2019
Ethan M. SmithPNC InvestmentsFidelity Brokerage Services LLC09-19-2014
Evan Matthew BiggsThe Huntington Investment CompanyFidelity Brokerage Services LLC08-28-2017
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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.