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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Devan Michelle WhiteWealth Enhancement Advisory Services, LLCBPU Investment Management Inc.03-02-2020
Justin Phillip BrahimWealth Enhancement Advisory Services, LLCBPU Investment Management Inc.03-02-2020
James William GravesWealthcare Advisory Partners LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-02-2020
Joseph VeaseyThrive Capital Management, LLCCitizens Securities, Inc.03-02-2020
Thomas Joseph McAnenyPNC InvestmentsUSAA Investment Management Company02-28-2020
Vincent Todd SaracenoThrivent Investment Management Inc.Wells Fargo Clearing Services, LLC02-28-2020
Richard OlszewskiEdward JonesMML Investors Services, LLC02-28-2020
Garrett SmithMeridian Wealth Partners, LLCAXA Advisors, LLC02-28-2020
David Blair ThompsonJ. Alden Associates, Inc.TD Private Client Wealth LLC02-27-2020
Brent N Van WykJ.P. Morgan Securities LLCSantander Securities LLC02-25-2020
Domenico Thomas SciulliCitizens Securities, Inc.PNC Investments$15002-25-2020
Laura Renee Shrawder-MilesKovack Securities Inc.Private Advisor Group, LLC02-25-2020
Timothy John LavelleMML Investors Services, LLCNYLIFE Securities LLC02-25-2020
John Lee HeacockMerrill Lynch, Pierce, Fenner & Smith IncorporatedHoover Financial Advisors, Inc.02-25-2020
Natalie Michelle SchmidJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC02-24-2020
Devon Goggin RobinsonRaymond James Financial Services, Inc.Citizens Securities, Inc.$5002-24-2020
David Graham Decker Jr.Purshe Kaplan Sterling InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated$15002-21-2020
Paul H FrancisPurshe Kaplan Sterling InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated02-21-2020
Ian P. McLaughlinLincoln InvestmentCharles Schwab & Co., Inc.02-21-2020
Mark Robert KaskeyB. Riley Wealth ManagementStifel, Nicolaus & Company, Incorporated$5002-21-2020
Robert Januarius CellucciB. Riley Wealth ManagementStifel, Nicolaus & Company, Incorporated02-21-2020
William Jason BeardB. Riley Wealth ManagementStifel, Nicolaus & Company, Incorporated02-21-2020
Jeffrey Hunter HarveyRockefeller Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-21-2020
Sean Cunneff SeeseRockefeller Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5002-21-2020
Justin Edwin WeibleWells Fargo Clearing Services, LLCPNC Investments02-20-2020
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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.