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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Akich Hasani WhiteSantander Securities LLCCitizens Securities, Inc.03-04-2020
Alan Michael UlrichSantander Securities LLCLPL Financial LLC09-29-2014
Alfred David BarbatoSantander Securities LLCCUSO Financial Services, L.P.08-18-2014
Angela Marie CampleseSantander Securities LLCWells Fargo Clearing Services, LLC$5005-09-2018
Ann Margaret KaufholdSantander Securities LLCM&T Securities, Inc.01-23-2020
Ann Marie KuserSantander Securities LLCCitizens Securities, Inc.06-08-2017
Anthony Domenic RealiSantander Securities LLCCitizens Securities, Inc.06-08-2017
Aziza El Harre BeySantander Securities LLCFidelity Brokerage Services LLC03-23-2018
Benjamin Michael McCarronSantander Securities LLCCitizens Securities, Inc.03-26-2019
Brent Allen SchirmSantander Securities LLCWells Fargo Clearing Services, LLC09-19-2012
Brent Willis MaceSantander Securities LLCGlobal Atlantic Distributors, LLC03-20-2019
Brent Willis MaceSantander Securities LLCWells Fargo Clearing Services, LLC04-02-2013
Brian Andrew RuhtSantander Securities LLCCitizens Securities, Inc.07-31-2017
Cassandra Wendy AlleyneSantander Securities LLCStifel, Nicolaus & Company, Incorporated06-21-2016
Charles Daniel DomerSantander Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-10-2013
Charles John Reese Jr.Santander Securities LLCPNC Investments11-12-2012
Cheryl C. BlakeySantander Securities LLCBB&T Investment Services, Inc.02-27-2017
Chris TalpasSantander Securities LLCCitizens Securities, Inc.06-13-2019
Chris TalpasSantander Securities LLCCUNA Brokerage Services, Inc.12-09-2014
Christina M GlotfelterSantander Securities LLCPFS Investments Inc.05-01-2017
Christopher John MurphySantander Securities LLCPNC Investments05-08-2014
Christopher Scott SabosikSantander Securities LLCU.S. Wealth Management05-11-2016
Christopher Steven Gilman Jr.Santander Securities LLCPFS Investments Inc.04-25-2016
Christopher T. ReazorSantander Securities LLCPruco Securities, LLC.06-28-2018
Clint James NeffSantander Securities LLCAXA Advisors, LLC01-23-2019
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Showing 1 to 25 of 99 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.