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
Ann Elizabeth McCloskeyRaymond James Financial Services, Inc.Raymond James Financial Services, Inc.02-19-2020
Daniel WeimerFortune Financial Services, Inc.WesBanco Securities, Inc.02-19-2020
Erik MontalvoMorgan StanleyM&T Securities, Inc.02-19-2020
Jason Brian MastersJ.P. Morgan Securities LLCCitizens Securities, Inc.02-18-2020
Stephen Thomas HadadInfinex Investments, Inc.PNC Investments02-18-2020
Patrick HoranKey Investment Services LLCCitizens Securities, Inc.02-18-2020
Nathaniel Allen StarkeyGrant Williams L.P.Woodbury Financial Services, Inc.02-18-2020
Shawn Michael FodgeSchneider Downs Wealth Management Advisors, LPThe Huntington Investment Company02-17-2020
Rachel Elise SmootEcon Wealth ManagementNorthwestern Mutual Investment Services, LLC02-15-2020
Anthony Michael MantellinoLPL Financial LLCMML Investors Services, LLC$5002-14-2020
Robert James BurdumyWealthcare Advisory Partners LLCLincoln Investment02-14-2020
Marc Stephen Irion IIWells Fargo Clearing Services, LLCUBS Financial Services Inc.02-14-2020
Sean GallagherWells Fargo Clearing Services, LLCUBS Financial Services Inc.02-14-2020
Connor P. GallagherWells Fargo Clearing Services, LLCUBS Financial Services Inc.02-14-2020
Shawn Lamonte WalkerGirard Investment Services, LLCWells Fargo Clearing Services, LLC02-13-2020
Christopher Andrew RussoLPL Financial LLCRoyal Alliance Associates, Inc.$2502-13-2020
Fred G HorrocksInternational Assets Advisory, LLCMML Investors Services, LLC02-11-2020
Barry Lynn MaluchnikCetera Advisor Networks LLCNationwide Securities, LLC02-11-2020
Brian Douglas TrainerAmerican Portfolios Financial Services, Inc.BB&T Securities, LLC$15002-11-2020
Frederick Warren Wagner Jr.Raymond James & Associates, Inc.Morgan Stanley$5002-11-2020
Scott Alan KaufmanVanguard Marketing CorporationLPL Financial LLC$2502-10-2020
David Bryan HunterThe Investment Center, Inc.Woodbury Financial Services, Inc.$10002-10-2020
Michele Victoria EdnockMML Investors Services, LLCNYLIFE Securities LLC02-10-2020
Janet Elaine GubanicPNC InvestmentsWesBanco Securities, Inc.02-07-2020
Nathan Michael LeeLincoln Financial Securities CorporationKey Investment Services LLC02-07-2020
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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.