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
Robert Lawrence DelucasAfton Advisors, LLCPark Avenue Securities LLC05-16-2019
Amy Lue Henthorn-PowellArete Wealth Management, LLCPark Avenue Securities LLC11-15-2019
Donald Cedric BruceCambridge Investment Research, Inc.Park Avenue Securities LLC08-16-2019
Zachary Conner OlingerCAP Partners, LLCPark Avenue Securities LLC05-23-2018
Dwayne Everette VickHornor, Townsend & Kent, LLCPark Avenue Securities LLC11-06-2019
John William AndersonHornor, Townsend & Kent, LLCPark Avenue Securities LLC$50009-05-2018
Frances Barnwell WoodallLincoln Financial Advisors CorporationPark Avenue Securities LLC07-15-2016
Stephen Harold StarkMain Street Investors, LLCPark Avenue Securities LLC01-15-2019
Charles Youree Jr.Main Street Investors, LLCPark Avenue Securities LLC12-14-2018
Earl Jonathan Looney Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedPark Avenue Securities LLC09-17-2015
Frederick Allan PhillipsMerrill Lynch, Pierce, Fenner & Smith IncorporatedPark Avenue Securities LLC04-08-2015
Jay Willard FreyMerrill Lynch, Pierce, Fenner & Smith IncorporatedPark Avenue Securities LLC09-17-2014
Matthew Field Van CleveMML Investors Services, LLCPark Avenue Securities LLC09-18-2018
Gerald King EmersonMML Investors Services, LLCPark Avenue Securities LLC$10004-25-2014
Thaddeus Britton WellsMoney Concepts Capital CorpPark Avenue Securities LLC12-04-2017
Oliver Porter StarkNorthwestern Mutual Investment Services, LLCPark Avenue Securities LLC04-23-2010
Stephen C AndersonRaymond James & Associates, Inc.Park Avenue Securities LLC01-07-2015
Christopher Shawn HebertSecurian Financial Services, Inc.Park Avenue Securities LLC03-25-2015
Andrew Scott StarkSignator Investors, Inc.Park Avenue Securities LLC$15004-01-2012
Andrew Williamson ShibleySouthwestern Investment Advisory Services, Inc.Park Avenue Securities LLC08-28-2019
Luke Andrew AlgerSunTrust Investment Services, Inc.Park Avenue Securities LLC08-01-2014
Nathan Anderson WarrenWoodbury Financial Services, Inc.Park Avenue Securities LLC05-01-2019

Showing 1 to 22 of 22 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.