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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
George Lawrence Michalke Jr.Key Investment Services LLCAmfin Investment Services, Inc.$5004-29-2010
Gregory Michael PalichlebKey Investment Services LLCCetera Advisor Networks LLC02-01-2017
Joshua Ryan WagnerKey Investment Services LLCCetera Investment Services LLC01-09-2018
Kristie Lynn GarzaKey Investment Services LLCChase Investment Services Corp.07-27-2009
Michael C. FordKey Investment Services LLCChase Investment Services Corp.02-04-2009
Steven Francisco CallejasKey Investment Services LLCCitizens Securities, Inc.08-27-2018
Matthew Terrence HennessyKey Investment Services LLCCitizens Securities, Inc.09-20-2017
David A DongesKey Investment Services LLCCitizens Securities, Inc.05-17-2016
Sophia N. FelixKey Investment Services LLCCitizens Securities, Inc.06-03-2015
Michael G. LiskayKey Investment Services LLCFifth Third Securities, Inc.08-15-2018
Erica L. AchesonKey Investment Services LLCFifth Third Securities, Inc.08-02-2017
Nicholas John GrandominicoKey Investment Services LLCFifth Third Securities, Inc.04-21-2016
Jeffrey Michael PetersKey Investment Services LLCFifth Third Securities, Inc.03-03-2016
Caleb Richard FrankartKey Investment Services LLCFifth Third Securities, Inc.07-01-2015
Ryan Daniel CameronKey Investment Services LLCFifth Third Securities, Inc.06-12-2014
Jennett Maureen McCaslinKey Investment Services LLCFifth Third Securities, Inc.02-21-2014
William Newell BernardiKey Investment Services LLCFifth Third Securities, Inc.01-22-2010
Joseph Lee HartKey Investment Services LLCHantz Financial Services, Inc.04-14-2014
Carol Lynn SchulerKey Investment Services LLCInfinex Investments, Inc.10-19-2009
Karen Lee DavisKey Investment Services LLCInvestment Centers of America, Inc.04-13-2009
Alan SoirefmanKey Investment Services LLCJ.P. Morgan Securities LLC07-17-2019
William Robert LenzottiKey Investment Services LLCJ.P. Morgan Securities LLC12-08-2017
Brian Jason EvansKey Investment Services LLCJ.P. Morgan Securities LLC$5010-28-2015
Christine M. JatzekKey Investment Services LLCJ.P. Morgan Securities LLC07-31-2015
Michael D. StobbeKey Investment Services LLCJ.P. Morgan Securities LLC02-27-2015
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Showing 1 to 25 of 63 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. 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.

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