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
Evaggelos Leonidas TsambirasEquity Services, Inc.Pruco Securities, LLC.04-16-2009
Tana Louise HessomPNC InvestmentsPruco Securities, LLC.03-28-2011
Eric B SallisPNC InvestmentsPruco Securities, LLC.04-18-2011
Michael Theodore ZelinskyAllstate Financial Services, LLCPruco Securities, LLC.$2510-01-2011
Ryan M NamiotkaLPL Financial LLCPruco Securities, LLC.11-14-2013
Howard Lee ShearLPL Financial LLCPruco Securities, LLC.08-14-2014
Miguel Angel Gonzalez JrAmeriprise Financial Services, LLCPruco Securities, LLC.08-22-2014
Robert A StoltzfusM&T Securities, Inc.Pruco Securities, LLC.08-26-2014
Benjamin James SchleicherCUNA Brokerage Services, Inc.Pruco Securities, LLC.02-10-2015
Robert L JavensWoodbury Financial Services, Inc.Pruco Securities, LLC.07-31-2015
Kevin Patrick MurphyNYLIFE Securities LLCPruco Securities, LLC.12-28-2015
Kelli Anne Lyons-StevensBCG Securities, Inc.Pruco Securities, LLC.02-02-2016
Jeremy J PattenCetera Advisor Networks LLCPruco Securities, LLC.05-06-2016
Lacey Elizabeth KipeAvantax Investment Services, Inc.Pruco Securities, LLC.08-11-2016
David K KerlinCetera Advisor Networks LLCPruco Securities, LLC.10-12-2016
Jeffrey Paul WrabelAlmanack Investment PartnersPruco Securities, LLC.12-06-2016
Charles Joseph McNamara IIIGreat Valley Advisor Group, Inc.Pruco Securities, LLC.01-06-2017
Philip Alexander RosenauLPL Financial LLCPruco Securities, LLC.01-06-2017
Ricardo Joao FerreiraGreat Valley Advisor Group, Inc.Pruco Securities, LLC.01-06-2017
Charles Joseph McNamara JrLPL Financial LLCPruco Securities, LLC.01-09-2017
Jeremy RogersKey Investment Services LLCPruco Securities, LLC.05-01-2017
Lisa Anne ChartonM&T Securities, Inc.Pruco Securities, LLC.07-17-2017
Miguel A SantiagoVanguard Marketing CorporationPruco Securities, LLC.09-14-2017
Michael Angelo ColkittEquity Services, Inc.Pruco Securities, LLC.11-06-2017
Daniel Erik ComerAllstate Financial Services, LLCPruco Securities, LLC.01-12-2018
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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.