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
Robert Michael CormellAllstate Financial Services, LLCPark Avenue Securities LLC$10009-14-2017
Christopher Michael McKeeAllstate Financial Services, LLCPark Avenue Securities LLC$10009-19-2014
Michael James ValudesAmeriprise Financial Services, Inc.Park Avenue Securities LLC$25005-03-2013
John Scott JordanAmeriprise Financial Services, Inc.Park Avenue Securities LLC05-03-2013
Samuel MatechakCadaret, Grant & Co., Inc.Park Avenue Securities LLC03-07-2019
Brian Garrett MillingerCetera Advisors LLCPark Avenue Securities LLC12-03-2018
John C CarlsonCetera Financial Specialists LLCPark Avenue Securities LLC$50003-25-2015
Thomas Patrick Caffrey Sr.FSC Securities CorporationPark Avenue Securities LLC01-28-2015
Michael Anthony PaciottiFSC Securities CorporationPark Avenue Securities LLC04-30-2009
Jaden R. VolchoffHornor, Townsend & Kent, LLCPark Avenue Securities LLC04-03-2019
Anthony Joseph RatkiewiczHornor, Townsend & Kent, LLCPark Avenue Securities LLC$25005-13-2016
Nils Alain NolanHornor, Townsend & Kent, LLCPark Avenue Securities LLC10-28-2015
Damon Dennis ColusciHornor, Townsend & Kent, LLCPark Avenue Securities LLC$25008-05-2010
Melanie Marie ColusciHornor, Townsend & Kent, LLCPark Avenue Securities LLC$25003-22-2010
Alex Donald PawlawskiHornor, Townsend & Kent, LLCPark Avenue Securities LLC$10008-05-2009
George Benjamin RoveeHornor, Townsend & Kent, LLCPark Avenue Securities LLC$13207-01-2009
Joseph Patrick Mallee IIIHornor, Townsend & Kent, LLCPark Avenue Securities LLC01-05-2009
Robert Allen DelpJ.W. Cole Financial, Inc.Park Avenue Securities LLC05-01-2019
Brian Scott WagnerJ.W. Cole Financial, Inc.Park Avenue Securities LLC$10010-01-2017
Scott William ShawJ.W. Cole Financial, Inc.Park Avenue Securities LLC$10001-14-2015
Todd Anthony EshLPL Financial LLCPark Avenue Securities LLC$10003-26-2018
Bruce Allan CanteyLPL Financial LLCPark Avenue Securities LLC$10010-07-2013
Robert Justin KreiderMerrill Lynch, Pierce, Fenner & Smith IncorporatedPark Avenue Securities LLC06-29-2017
Patrick Durrer GoesslingMetLife Securities Inc.Park Avenue Securities LLC06-22-2015
Paul Christopher MoxenMetLife Securities Inc.Park Avenue Securities LLC07-17-2014
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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.