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
Aaron N. ThomasMML Investors Services, LLCHornor, Townsend & Kent, LLC01-16-2019
Alex Silvestro IIIMML Investors Services, LLCPruco Securities, LLC.10-25-2019
Alyssa M ProctorMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC05-13-2014
Andrea M MartinMML Investors Services, LLCPrincipal Securities, Inc.05-26-2015
Andrew Joseph SedoraMML Investors Services, LLCPFS Investments Inc.$10009-10-2012
Anthony Joseph RatkiewiczMML Investors Services, LLCHornor, Townsend & Kent, LLC$25008-23-2018
ANTHONY LANGFORD BRIDDELLMML Investors Services, LLCEquity Services, Inc.02-08-2017
Benjamin Reed LevyMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC10-08-2012
Brad J. DyksenMML Investors Services, LLCJ. Alden Associates, Inc.07-10-2019
Brandon Blake LevithanMML Investors Services, LLCHornor, Townsend & Kent, LLC02-10-2017
Brandon William Krizo YapleMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC11-12-2015
Brent Edward CoughenourMML Investors Services, LLCPNC Investments02-10-2016
Brett Douglas KovachMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC$13010-17-2012
Brian D. FetscoMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC$10008-15-2014
Byron J. DunlapMML Investors Services, LLCLincoln Financial Distributors, Inc.01-21-2009
Christopher Shawn IckesMML Investors Services, LLCNYLIFE Securities LLC01-29-2016
Connor Jacob FernholzMML Investors Services, LLCEdward Jones02-27-2019
David Charles ElyMML Investors Services, LLCForesters Financial Services, Inc.$10004-28-2017
David Edwin NauMML Investors Services, LLCCharles Schwab & Co., Inc.03-10-2017
David Scott SourberMML Investors Services, LLCCRI Securities, LLC10-10-2017
DAVID WAYNE BELTZMML Investors Services, LLCPruco Securities, LLC.$20009-23-2016
Davita Nicole PrayMML Investors Services, LLCHornor, Townsend & Kent, LLC06-30-2015
Dominic Gino MarinucciMML Investors Services, LLCMorgan Stanley$15009-13-2011
Donald L GrettaMML Investors Services, LLCPark Avenue Securities LLC03-13-2012
Donte Tyree LloydMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC01-10-2019
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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.