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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Nicholas Michael KalogerasHornor, Townsend & Kent, LLCWoodbury Financial Services, Inc.08-29-2019
Jaden R. VolchoffHornor, Townsend & Kent, LLCPark Avenue Securities LLC04-03-2019
Nicholas Joseph PochibaHornor, Townsend & Kent, LLCNorthwestern Mutual Investment Services, LLC03-25-2019
Lindsey Marie CiarroccaHornor, Townsend & Kent, LLCWaddell & Reed08-22-2017
Jonathan Tyler McKinzieHornor, Townsend & Kent, LLCMetLife Securities Inc.02-13-2017
Adam Todd ShermanHornor, Townsend & Kent, LLCMetLife Securities Inc.07-01-2016
Joseph BonfantiHornor, Townsend & Kent, LLCMetLife Securities Inc.07-01-2016
Christopher NelsonHornor, Townsend & Kent, LLCMetLife Securities Inc.03-01-2016
Mark Charles LupashunskiHornor, Townsend & Kent, LLCMetLife Securities Inc.12-01-2015
Ryan Barry GreiserHornor, Townsend & Kent, LLCProEquities, Inc.07-21-2015
Gregory Wilson BaitzelHornor, Townsend & Kent, LLCMetLife Securities Inc.07-17-2015
Walter Francis RizzoHornor, Townsend & Kent, LLCLincoln Financial Distributors, Inc.06-11-2015
Andrew BabsonHornor, Townsend & Kent, LLCMetLife Securities Inc.03-19-2015
Isidore OgoussanHornor, Townsend & Kent, LLCMetLife Securities Inc.02-11-2015
Gary Allen FreyHornor, Townsend & Kent, LLCDautrich, Seiler Financial Services, Inc.01-08-2015
Nicholas R. WeidmanHornor, Townsend & Kent, LLCMetLife Securities Inc.11-10-2014
Jon Edward MaitzHornor, Townsend & Kent, LLCMetLife Securities Inc.05-12-2014
Richard Douglas WeinsteinHornor, Townsend & Kent, LLCRoyal Alliance Associates, Inc.02-28-2014
Kristen Leigh MervineHornor, Townsend & Kent, LLCNew England Securities08-28-2013
Michele Mongilutz BurkholderHornor, Townsend & Kent, LLCMML Investors Services, LLC02-20-2013
Barbara Rose DavisHornor, Townsend & Kent, LLCProEquities, Inc.02-07-2012
John Raymond Boyce Jr.Hornor, Townsend & Kent, LLCNew England Securities09-22-2011
Kevin P. McGonagleHornor, Townsend & Kent, LLCLPL Financial LLC02-08-2011
Damon Dennis ColusciHornor, Townsend & Kent, LLCPark Avenue Securities LLC08-05-2010
Melanie Marie ColusciHornor, Townsend & Kent, LLCPark Avenue Securities LLC03-22-2010
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Showing 1 to 25 of 38 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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