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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
William Arthur GellmanHornor, Townsend & Kent, LLCSequinox Wealth Advisors, LLC.01-10-2020
Michael RussoHornor, Townsend & Kent, LLCNorthwestern Mutual Investment Services, LLC01-02-2020
Ryan Harrington GroveHornor, Townsend & Kent, LLCNorthwestern Mutual Investment Services, LLC12-20-2019
Daniel Charles GrayHornor, Townsend & Kent, LLCMoney Concepts Capital Corp$1410-09-2019
Nicholas Michael KalogerasHornor, Townsend & Kent, LLCWoodbury Financial Services, Inc.08-29-2019
Emma GrayHornor, Townsend & Kent, LLCNorthwestern Mutual Investment Services, LLC06-05-2019
Jaden R. VolchoffHornor, Townsend & Kent, LLCPark Avenue Securities LLC04-03-2019
Christopher James PfanstielHornor, Townsend & Kent, LLCNorthwestern Mutual Investment Services, LLC$2503-25-2019
Nicholas Joseph PochibaHornor, Townsend & Kent, LLCNorthwestern Mutual Investment Services, LLC03-25-2019
Jessica Paige BowneHornor, Townsend & Kent, LLCCitizens Securities, Inc.01-22-2019
Marshall Mayer ShigonHornor, Townsend & Kent, LLCMML Investors Services, LLC$15006-18-2018
Jeffrey Adam SwarrHornor, Townsend & Kent, LLCThrivent Investment Management Inc.05-11-2018
Michael Louis FeinmanHornor, Townsend & Kent, LLCMML Investors Services, LLC$5004-11-2018
Michael Paul GregorHornor, Townsend & Kent, LLCLincoln Financial Securities Corporation$20003-01-2018
Frank Joseph HowellHornor, Townsend & Kent, LLCHornor, Townsend & Kent, LLC$2202-26-2018
Eric Wayne DavisHornor, Townsend & Kent, LLCForesters Financial Services, Inc.02-26-2018
Justin Glen MillerHornor, Townsend & Kent, LLCMML Investors Services, LLC02-12-2018
Darin P VanantwerpHornor, Townsend & Kent, LLCMML Investors Services, LLC01-02-2018
Margaret Lucille CrosslandHornor, Townsend & Kent, LLCSignator Investors, Inc.$2110-11-2017
Lindsey Marie CiarroccaHornor, Townsend & Kent, LLCWaddell & Reed08-22-2017
Alfred J. Cooke IIIHornor, Townsend & Kent, LLCNYLIFE Securities LLC08-04-2017
Joseph L. Kerins IIIHornor, Townsend & Kent, LLCMML Investors Services, LLC06-05-2017
Gerald Michael HalsteadHornor, Townsend & Kent, LLCMetLife Securities Inc.04-26-2017
Carol E BrianHornor, Townsend & Kent, LLCMetLife Securities Inc.02-13-2017
Jonathan Tyler McKinzieHornor, Townsend & Kent, LLCMetLife Securities Inc.02-13-2017
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Showing 1 to 25 of 78 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.