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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Anthony Domenic RealiCitizens Securities, Inc.Santander Securities LLC10-17-2019
Rashon HolmesCitizens Securities, Inc.Santander Securities LLC03-01-2019
Kelsey Nicole HareCitizens Securities, Inc.Santander Securities LLC11-17-2017
Nunzio ParibelloCitizens Securities, Inc.Santander Securities LLC06-27-2017
Steve H NguyenCitizens Securities, Inc.Santander Securities LLC$25006-08-2017
Alan David JacobsonCitizens Securities, Inc.Santander Securities LLC$10001-24-2017
Thomas Baker Hayn Sr.Citizens Securities, Inc.Santander Securities LLC$10012-27-2016
Reid Ira ChizikCitizens Securities, Inc.Santander Securities LLC$10012-07-2016
Gary Lance GamacheCitizens Securities, Inc.Santander Securities LLC$15011-07-2016
Timothy John BarbacaneCitizens Securities, Inc.Santander Securities LLC09-06-2016
RYAN MICHAEL FILIAGGICitizens Securities, Inc.Santander Securities LLC$10001-19-2016
Steven M PrimaveraCitizens Securities, Inc.Santander Securities LLC01-08-2016
Alan Dennis FinebergCitizens Securities, Inc.Santander Securities LLC$21001-07-2016
Joseph MansonCitizens Securities, Inc.Santander Securities LLC07-27-2015
Dwayne O MarshCitizens Securities, Inc.Santander Securities LLC$10004-10-2015
Kaleb M. BurnsCitizens Securities, Inc.Santander Securities LLC01-12-2015
Preston J. WalkerCitizens Securities, Inc.Santander Securities LLC11-21-2014
John Michael WelshCitizens Securities, Inc.Santander Securities LLC07-01-2014
Hari Ram SharmaCitizens Securities, Inc.Santander Securities LLC06-17-2014
James Gregory EverlofCitizens Securities, Inc.Santander Securities LLC$15005-02-2014

Showing 1 to 20 of 20 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.

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