Advisers on the Move

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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Recruiting Scoreboard (Q4 2020)

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Daniel Erik ComerAllstate Financial Services, LLCPruco Securities, LLC.01-12-2018
Michael Theodore ZelinskyAllstate Financial Services, LLCPruco Securities, LLC.$2510-01-2011
Jeffrey Paul WrabelAlmanack Investment PartnersPruco Securities, LLC.12-06-2016
Douglas W CominAmeriprise Financial Services, LLCPruco Securities, LLC.07-08-2019
Miguel Angel Gonzalez JrAmeriprise Financial Services, LLCPruco Securities, LLC.08-22-2014
Marriza GatmaitanAmeritas Investment Company, LLCPruco Securities, LLC.$2506-15-2020
Lacey Elizabeth KipeAvantax Investment Services, Inc.Pruco Securities, LLC.08-11-2016
Susan T GillespieBB&T Securities, LLCPruco Securities, LLC.09-27-2018
Kelli Anne Lyons-StevensBCG Securities, Inc.Pruco Securities, LLC.02-02-2016
David K KerlinCetera Advisor Networks LLCPruco Securities, LLC.10-12-2016
Jeremy J PattenCetera Advisor Networks LLCPruco Securities, LLC.05-06-2016
Sarah Elizabeth BrechbuehlCetera Investment Services LLCPruco Securities, LLC.08-19-2019
Clark John MountCitizens Securities, Inc.Pruco Securities, LLC.06-29-2020
Mark Christopher ZonnoCitizens Securities, Inc.Pruco Securities, LLC.$15011-27-2019
Tyler Paul BlakeCitizens Securities, Inc.Pruco Securities, LLC.03-28-2019
Charles MolloyCUNA Brokerage Services, Inc.Pruco Securities, LLC.08-03-2020
Benjamin James SchleicherCUNA Brokerage Services, Inc.Pruco Securities, LLC.02-10-2015
Marissa Rae CrivelliEquitable Advisors, LLCPruco Securities, LLC.03-25-2020
Michael Angelo ColkittEquity Services, Inc.Pruco Securities, LLC.11-06-2017
Evaggelos Leonidas TsambirasEquity Services, Inc.Pruco Securities, LLC.04-16-2009
Kyle Mathew RelkenFidelity Brokerage Services LLCPruco Securities, LLC.07-07-2020
Charles Joseph McNamara IIIGreat Valley Advisor Group, Inc.Pruco Securities, LLC.01-06-2017
Ricardo Joao FerreiraGreat Valley Advisor Group, Inc.Pruco Securities, LLC.01-06-2017
Jeremy RogersKey Investment Services LLCPruco Securities, LLC.05-01-2017
Aaron Michael KatylLPL Financial LLCPruco Securities, LLC.05-17-2019
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Showing 1 to 25 of 48 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.