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
James Davis TrentAllstate Financial Services, LLCAXA Advisors, LLC06-04-2014
Russell Allen PadgettAllstate Financial Services, LLCAXA Advisors, LLC02-10-2014
Andrew Keith HendricksCapasso Planning Partners LLCAXA Advisors, LLC01-28-2020
Melissa Brooks MessengerFidelity Brokerage Services LLCAXA Advisors, LLC06-17-2017
Adam Mills HigginsFirst Heartland Capital, Inc.AXA Advisors, LLC10-05-2018
Deborah Jordan WilliamsLincoln Financial Securities CorporationAXA Advisors, LLC06-01-2017
Craig Alexander McDonald Jr.LPL Financial LLCAXA Advisors, LLC09-16-2019
Brandon Kyle BentonMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC11-09-2018
James Ryan Chandler Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC08-21-2015
Teresita HillPeak Brokerage Services, LLCAXA Advisors, LLC07-11-2018
Christopher Louis TassonePrincipal Securities, Inc.AXA Advisors, LLC$1001-03-2018
Julia Marie ChurchwellRaymond James & Associates, Inc.AXA Advisors, LLC06-02-2016
Jonathan Wesley RobertsVALIC Financial Advisors, Inc.AXA Advisors, LLC05-04-2010
William Mcleod HollandWells Fargo Clearing Services, LLCAXA Advisors, LLC02-05-2019
David William SosaWells Fargo Clearing Services, LLCAXA Advisors, LLC12-27-2018
Timothy Whelan KennyWells Fargo Clearing Services, LLCAXA Advisors, LLC11-06-2017

Showing 1 to 16 of 16 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.