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
William Stephan Matesich Sr.LPL Financial LLCWells Fargo Advisors Financial Network, LLC01-15-2020
William Johnnathan ColonPark Avenue Securities LLCNYLIFE Securities LLC01-15-2020
Tariq D. Jackson Sr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC01-15-2020
Barry George Krisko Jr.Ameriprise Financial Services, LLCWells Fargo Advisors Financial Network, LLC01-13-2020
Aimee Eileen CovelLPL Financial LLCThe Huntington Investment Company01-13-2020
Yumei HuangJ.P. Morgan Securities LLCCitizens Securities, Inc.01-10-2020
William Arthur GellmanHornor, Townsend & Kent, LLCSequinox Wealth Advisors, LLC.01-10-2020
Wayne Frank GuidottiHoover Financial Advisors, Inc.Capital Investment Services, Inc.01-10-2020
John Martin GuidottiHoover Financial Advisors, Inc.Capital Investment Services, Inc.01-10-2020
Stephanie Leigh Chaplinski-KaneSantander Securities LLCCetera Investment Services LLC01-09-2020
Justin Todd PohligAmeriprise Financial Services, LLCMML Investors Services, LLC01-09-2020
Michael Joseph KrupaRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC01-09-2020
Kyle Adam MillerProEquities, Inc.Nationwide Securities, LLC01-09-2020
Byron Joseph LeachSecurities America, Inc.H. Beck, Inc.01-08-2020
Myah Moore IrickMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC01-08-2020
E'Lea Cooper GrantWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-08-2020
Michael David BaroneCommonwealth Financial NetworkLPL Financial LLC01-07-2020
Edward William SchultzSagePoint Financial, Inc.Nationwide Securities, LLC01-07-2020
Peter T HensonRaymond James & Associates, Inc.Lincoln Financial Distributors, Inc.01-07-2020
John Wesley Conrad RobinsonLPL Financial LLCNationwide Securities, LLC01-06-2020
Michael Garfield TobashLPL Financial LLCNationwide Securities, LLC01-06-2020
Christopher Robert TobashLPL Financial LLCNationwide Securities, LLC01-06-2020
Bonnie Lou MillerLPL Financial LLCNationwide Securities, LLC01-06-2020
John P. Davitt IVLPL Financial LLCCitizens Securities, Inc.$15001-06-2020
Matthew Thomas MarteProEquities, Inc.Nationwide Securities, LLC01-06-2020
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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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.