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
Christopher Scott SabosikKey Investment Services LLCCetera Investment Services LLC09-25-2017
Patrick HoranKey Investment Services LLCCitizens Securities, Inc.02-18-2020
Gina Marie Bert-ZattoKey Investment Services LLCCitizens Securities, Inc.12-20-2019
Jacob Alan MeesKey Investment Services LLCCitizens Securities, Inc.07-18-2018
Robert Gerald CreamerKey Investment Services LLCCitizens Securities, Inc.12-12-2017
Karen A. GilesKey Investment Services LLCCitizens Securities, Inc.10-17-2017
Joseph Anthony HayesKey Investment Services LLCEdward Jones10-04-2017
Dennis John KeyserKey Investment Services LLCInfinex Investments, Inc.$1912-12-2016
Justin Jay SinisiKey Investment Services LLCLPL Financial LLC08-04-2017
Shawn Raymond BurgerKey Investment Services LLCMorgan Stanley09-03-2019
Kerry Ann LapattaKey Investment Services LLCNYLIFE Securities LLC03-06-2018
Carlos Arturogonzalez LoayzaKey Investment Services LLCPackerland Brokerage Services, Inc.05-22-2017
Jonathan A. HilemanKey Investment Services LLCPNC Investments03-27-2019
Paul Henry Partridge JrKey Investment Services LLCPNC Investments04-04-2018
Daniel Charles RichardsonKey Investment Services LLCPNC Investments10-19-2017
Richard ReslingKey Investment Services LLCPNC Investments09-27-2017
Timothy J. DorazioKey Investment Services LLCPNC Investments08-10-2017
Jonah Thomas MooneyKey Investment Services LLCPNC Investments06-23-2017
Janet Elaine GubanicKey Investment Services LLCPNC Investments06-02-2017
Dylan M. DluhosKey Investment Services LLCPNC Investments05-04-2017
Dennis James SeidelKey Investment Services LLCPNC Investments$10002-23-2017
Jeremy RogersKey Investment Services LLCPruco Securities, LLC.05-01-2017
Nicholas Sean DuelferKey Investment Services LLCSantander Securities LLC01-27-2020
Tyler Andrew FoleyKey Investment Services LLCSantander Securities LLC08-03-2018
Patrick Stephen MullenKey Investment Services LLCSantander Securities LLC09-05-2017
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Showing 1 to 25 of 33 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.