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
Timothy Vaughn ScottCitizens Securities, Inc.Pruco Securities, LLC.03-13-2017
Daniel Matthew MooreCitizens Securities, Inc.PNC Investments03-03-2017
Jessica Christine ManardCitizens Securities, Inc.PNC Investments03-03-2017
Ronnie Steven GruberCitizens Securities, Inc.LPL Financial LLC02-14-2017
Richard Albert NasdeoCitizens Securities, Inc.Farmers Financial Solutions, LLC$10002-01-2017
Alan David JacobsonCitizens Securities, Inc.Santander Securities LLC$10001-24-2017
Shawna L. SardoneCitizens Securities, Inc.Key Investment Services LLC01-20-2017
Frank A. Deshantz Jr.Citizens Securities, Inc.Key Investment Services LLC01-09-2017
Daniel J. KruperCitizens Securities, Inc.Key Investment Services LLC01-03-2017
Thomas Baker Hayn Sr.Citizens Securities, Inc.Santander Securities LLC$10012-27-2016
ROBERT GERALD CREAMERCitizens Securities, Inc.PFS Investments Inc.12-13-2016
Matthew James NaylorCitizens Securities, Inc.Waddell & Reed12-09-2016
Reid Ira ChizikCitizens Securities, Inc.Santander Securities LLC$10012-07-2016
Alex Silvestro IIICitizens Securities, Inc.PNC Investments11-22-2016
Erin Ann CoxCitizens Securities, Inc.PNC Investments11-14-2016
Gary Lance GamacheCitizens Securities, Inc.Santander Securities LLC$15011-07-2016
Kiley R EisenbiseCitizens Securities, Inc.Pruco Securities, LLC.11-04-2016
Timothy John BarbacaneCitizens Securities, Inc.Santander Securities LLC09-06-2016
Peter Edward GiambalvoCitizens Securities, Inc.Maxim Group LLC07-28-2016
Adam RekasieCitizens Securities, Inc.PNC Investments07-14-2016
Diboo Alex DanielCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-30-2016
Christopher James PiercyCitizens Securities, Inc.Prudential Annuities Distributors, Inc06-22-2016
Jacob Christian CarsonCitizens Securities, Inc.MetLife Securities Inc.06-17-2016
Changa Oronde EllisonCitizens Securities, Inc.AXA Advisors, LLC05-27-2016
Anthony Domenic RealiCitizens Securities, Inc.M&T Securities, Inc.05-18-2016
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Showing 101 to 125 of 301 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.