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
Gary Dean Kronmiller1st Global Capital Corp.1st Global Capital Corp.02-12-2015
Richard Alan JonesRaymond James Financial Services, Inc.1st Global Capital Corp.03-12-2013
Tony Herbert DavidsonDavidson & Watson Financial1st Global Capital Corp.01-11-2013
Christian Maynard-PhilippCash App Investing LLCAcorns Securities, LLC03-02-2018
Brad Harrington SeyfferPaulson Investment Company LLCAdvanced Equities, Inc.04-19-2013
Ahmed Ghassan GheithPaulson Investment Company LLCAegis Capital Corp.01-03-2014
Matthew Alexander MajewskiEdward JonesAIG Capital Services, Inc.03-01-2019
Jeffery Wayne HillNational Planning CorporationAlison, LLC01-06-2012
William Ayers HarrisLongstream Capital Management LLCAllen Capital Management, LLC04-20-2017
Tari Leigh KinatederMerrill Lynch, Pierce, Fenner & Smith IncorporatedAllianceBernstein L.P.01-11-2012
David Brian VoydikIAMS Wealth Management, LLCAllstate Financial Services, LLC04-25-2019
Lisa Marie SpeersAllstate Financial Services, LLCAllstate Financial Services, LLC01-22-2019
Tamara Lynn StoverCentaurus Financial, Inc.Allstate Financial Services, LLC02-16-2018
Don EspinozaFarmers Financial Solutions, LLCAllstate Financial Services, LLC01-10-2017
Christopher John YorgesWaddell & ReedAllstate Financial Services, LLC10-08-2015
Stacee Rae MalcolmLPL Financial LLCAllstate Financial Services, LLC04-16-2015
Rebecca Marie VanhornLPL Financial LLCAllstate Financial Services, LLC04-16-2015
Eugene Leroy Williams Jr.Country Capital Management CompanyAllstate Financial Services, LLC12-09-2014
Terry L. GroomLPL Financial LLCAllstate Financial Services, LLC$1012-18-2013
Steven K. SauveFirst Allied Securities, Inc.Allstate Financial Services, LLC03-08-2013
Richard Robert FilleyFirst Allied Securities, Inc.Allstate Financial Services, LLC01-15-2013
Gregory Daniel ScottFarmers Financial Solutions, LLCAllstate Financial Services, LLC04-18-2012
Digger Danny RasmussenChase Investment Services Corp.Allstate Financial Services, LLC03-01-2011
Mark Garald DerbyNYLIFE Securities LLCAllstate Financial Services, LLC06-08-2010
Shirley Ann HibbsWorld Group Securities, Inc.Allstate Financial Services, LLC01-24-2009
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Showing 1 to 25 of 2,133 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.