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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jerry Winston Jarrett Jr.Cetera Investment Services LLCPruco Securities, LLC.$1002-04-2019
John Wesley Sellers IIIEdward JonesPruco Securities, LLC.04-29-2013
Christopher Wayne AblaEdward JonesPruco Securities, LLC.07-31-2009
John Matthew ClinardFifth Third Securities, Inc.Pruco Securities, LLC.12-19-2014
Brian Irving BarrachHornor, Townsend & Kent, LLCPruco Securities, LLC.01-08-2014
Stephen C. KeckInfinex Investments, Inc.Pruco Securities, LLC.03-12-2015
Terrell PerryInvestacorp, Inc.Pruco Securities, LLC.01-25-2019
Benjamin Halden KlineLPL Financial LLCPruco Securities, LLC.03-01-2013
Mark Edward WinburneMetLife Securities Inc.Pruco Securities, LLC.$2901-06-2017
William Hardin BundrantMetLife Securities Inc.Pruco Securities, LLC.12-03-2013
William Eugene CardenNYLIFE Securities LLCPruco Securities, LLC.12-10-2013
Mary Bryant SimpsonP.J. Robb Variable CorporationPruco Securities, LLC.02-11-2015
Herbert S Frazier Jr.Park Avenue Securities LLCPruco Securities, LLC.08-19-2020
Wayne Dean CraryParkland Securities, LLCPruco Securities, LLC.06-17-2019
Bobby Hilton ChristianPrincipal Securities, Inc.Pruco Securities, LLC.06-13-2017
Mark Steven WolffThe Leaders Group, Inc.Pruco Securities, LLC.$110-15-2014
John Andrew McQuiston Jr.VALIC Financial Advisors, Inc.Pruco Securities, LLC.09-02-2015
Melissa Beth ChipmanWoodbury Financial Services, Inc.Pruco Securities, LLC.06-09-2014

Showing 1 to 18 of 18 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.