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
John Matthew JolliffeFifth Third Securities, Inc.Ameriprise Financial Services, LLC08-28-2014
Jarrett P. MehalikFifth Third Securities, Inc.Ameriprise Financial Services, LLC04-03-2014
Randal Warren FischerFifth Third Securities, Inc.Ameriprise Financial Services, LLC$2507-09-2010
Bruce Allen Krarup Jr.Fifth Third Securities, Inc.Ameriprise Financial Services, LLC10-14-2009
Patrick William HarringtonFifth Third Securities, Inc.Ameritas Investment Company, LLC06-28-2016
Matthew Wesley LowellFifth Third Securities, Inc.Capital Analysts09-14-2018
Laura A. DuncilFifth Third Securities, Inc.Chase Investment Services Corp.07-13-2011
Rebecca L. TaylorFifth Third Securities, Inc.Chase Investment Services Corp.04-15-2011
Priscilla D. MooreFifth Third Securities, Inc.Chase Investment Services Corp.04-06-2011
Andrew J. FishpawFifth Third Securities, Inc.Chase Investment Services Corp.12-08-2010
James Lewis Jeffries IIIFifth Third Securities, Inc.Chase Investment Services Corp.12-06-2010
Bruce Sanford RobyFifth Third Securities, Inc.Chase Investment Services Corp.07-12-2010
Caleb Dwight La CourseFifth Third Securities, Inc.Chase Investment Services Corp.05-25-2010
Rita Joanne CornettFifth Third Securities, Inc.Chase Investment Services Corp.04-23-2010
Jason Charles SescoFifth Third Securities, Inc.Chase Investment Services Corp.$1004-05-2010
James William ReittingerFifth Third Securities, Inc.Chase Investment Services Corp.$5012-01-2009
Sean Christopher PaddockFifth Third Securities, Inc.Chase Investment Services Corp.11-17-2009
Jason Todd RizzoFifth Third Securities, Inc.Chase Investment Services Corp.08-03-2009
Michael J RogersFifth Third Securities, Inc.Chase Investment Services Corp.$1003-17-2009
Christopher B. MatthewsFifth Third Securities, Inc.Citigroup Global Markets Inc.04-15-2011
Rebecca L. GreeneFifth Third Securities, Inc.Citizens Securities, Inc.02-11-2020
Brian JohnsonFifth Third Securities, Inc.Citizens Securities, Inc.$15011-06-2019
Cheryl L GillFifth Third Securities, Inc.Citizens Securities, Inc.08-13-2019
Joshua Patrick MarvinFifth Third Securities, Inc.Citizens Securities, Inc.05-22-2019
Denis KazalacFifth Third Securities, Inc.Citizens Securities, Inc.04-26-2019
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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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.