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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Charles Joseph McCue IIILPL Financial LLCSantander Securities LLC$2511-30-2016
Deependra LoganiMorgan StanleySantander Securities LLC$1005-06-2016
Dwayne O MarshCitizens Securities, Inc.Santander Securities LLC04-10-2015
Edmund Douglas RobinsonLPL Financial LLCSantander Securities LLC06-03-2019
Edward Mendenhall TaylorLPL Financial LLCSantander Securities LLC01-28-2019
Edward TaylorLPL Financial LLCSantander Securities LLC$6409-06-2017
Gary Paul DavidowichWells Fargo Clearing Services, LLCSantander Securities LLC06-05-2014
Gregory Jay JacksonM&T Securities, Inc.Santander Securities LLC09-03-2015
Howard S. EckstutPNC InvestmentsSantander Securities LLC12-17-2015
James Gregory EverlofCitizens Securities, Inc.Santander Securities LLC05-02-2014
John Andrew DigiacomoLPL Financial LLCSantander Securities LLC$1006-01-2017
John DigiacomoLPL Financial LLCSantander Securities LLC$8306-01-2017
John Michael WelshCitizens Securities, Inc.Santander Securities LLC07-01-2014
Joseph MansonCitizens Securities, Inc.Santander Securities LLC07-27-2015
Kaleb M. BurnsCitizens Securities, Inc.Santander Securities LLC01-12-2015
Kendra Elizabeth KlahrWells Fargo Clearing Services, LLCSantander Securities LLC01-09-2019
Matthew J PerchalskiLPL Financial LLCSantander Securities LLC09-09-2019
Matthew Wayne WilliamsM&T Securities, Inc.Santander Securities LLC03-04-2019
Michael A. Billera-SmithRaymond James Financial Services, Inc.Santander Securities LLC06-02-2017
Michael Andrew SlatteryLPL Financial LLCSantander Securities LLC02-21-2013
Michael Hawkins GheeWells Fargo Clearing Services, LLCSantander Securities LLC08-09-2018
Michael James HickeyCetera Investment Services LLCSantander Securities LLC02-15-2018
Michael Thomas FarquharsonM&T Securities, Inc.Santander Securities LLC04-01-2013
Nunzio ParibelloCitizens Securities, Inc.Santander Securities LLC06-27-2017
Patrick George HellerAXA Advisors, LLCSantander Securities LLC12-14-2018
Next Page »

Showing 1 to 25 of 35 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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