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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Mary Elizabeth McClennen-GlicaLPL Financial LLCVoya Financial Advisors, Inc.10-14-2019
Kalyan JampalaEquity Services, Inc.Voya Financial Advisors, Inc.02-07-2019
Darren Vincent PattonAllstate Financial Services, LLCVoya Financial Advisors, Inc.12-18-2018
Jonathan Billings WickerCapital AnalystsVoya Financial Advisors, Inc.08-02-2017
Avi KantorCertior Financial Group, LLCVoya Financial Advisors, Inc.11-02-2016
Gary Phillip GallagherCertior Financial Group, LLCVoya Financial Advisors, Inc.11-01-2016
Robert Steven Helmrich Jr.Infinex Investments, Inc.Voya Financial Advisors, Inc.07-05-2016
Ulrich Wilhelm Mauser Jr.Raymond James Financial Services, Inc.Voya Financial Advisors, Inc.11-16-2015
Kathy Ann MohnGreat Valley Advisor Group, Inc.Voya Financial Advisors, Inc.07-06-2015
Vincent JonesLPL Financial LLCVoya Financial Advisors, Inc.07-02-2015
Michael Justin WolfeAXA Advisors, LLCVoya Financial Advisors, Inc.11-05-2014
Laura Maryann MarzanoGood Life Advisors, LLCVoya Financial Advisors, Inc.10-09-2014
Janos MajorPNC InvestmentsVoya Financial Advisors, Inc.05-01-2014
Craig Arthur JoncasMid Atlantic Capital CorporationVoya Financial Advisors, Inc.04-16-2014
Lauren Marie UlmanMid Atlantic Capital CorporationVoya Financial Advisors, Inc.04-16-2014
Thomas Lee HarnishMid Atlantic Capital CorporationVoya Financial Advisors, Inc.04-01-2014
David Joseph TushinghamLPL Financial LLCVoya Financial Advisors, Inc.05-14-2013
Richard B. ShusterPrivate Advisor Group, LLCVoya Financial Advisors, Inc.05-14-2013
Steven Eugene PoffPrivate Advisor Group, LLCVoya Financial Advisors, Inc.05-14-2013
Michael Lee McKnightWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Voya Financial Advisors, Inc.12-14-2012
Jonathan James WanczykHeritage Financial Systems, Inc.Voya Financial Advisors, Inc.03-20-2012
Jeffrey P. ClementeLPL Financial LLCVoya Financial Advisors, Inc.01-27-2012
Justin Patrick HagerAmeriprise Financial Services, Inc.Voya Financial Advisors, Inc.07-28-2011
Jason Michael Fost-GawronskiMorgan StanleyVoya Financial Advisors, Inc.02-07-2011
Kevin M FoxMerrill Lynch, Pierce, Fenner & Smith IncorporatedVoya Financial Advisors, Inc.01-10-2011
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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.