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
Ryan Kyle EalyFidelity Brokerage Services LLCSecurian Financial Services, Inc.02-25-2020
Garrett Anders DanielSecurities America, Inc.Securian Financial Services, Inc.01-02-2020
Cooper Ryan SmithMML Investors Services, LLCSecurian Financial Services, Inc.12-11-2019
Frank Wayne Bailey JrRaymond James & Associates, Inc.Securian Financial Services, Inc.10-09-2019
Charles Daniel Raube Jr.Cetera Investment Services LLCSecurian Financial Services, Inc.05-06-2019
Ashleigh Taylor LloydNationwide Securities, LLCSecurian Financial Services, Inc.03-06-2019
William Nathan GreeneCairn Financial GroupSecurian Financial Services, Inc.01-22-2019
Christopher John PurcellKelman Lazarov IncSecurian Financial Services, Inc.01-03-2019
Nathan Scott PowellLegacy Wealth Management IncSecurian Financial Services, Inc.11-14-2018
Jeff William GrimmLPL Financial LLCSecurian Financial Services, Inc.11-02-2018
James Euart CochranCommonwealth Financial NetworkSecurian Financial Services, Inc.06-11-2018
William Bailey LoweryCetera Investment Services LLCSecurian Financial Services, Inc.01-10-2018
Robert D. LackeyWoodbury Financial Services, Inc.Securian Financial Services, Inc.06-08-2017
Jeffrey Michael SkinnerPrincipal Securities, Inc.Securian Financial Services, Inc.05-08-2017
Jerome Lee MarquardtEquity Services, Inc.Securian Financial Services, Inc.03-01-2017
Scottie Lamar Smith IIMerrill Lynch, Pierce, Fenner & Smith IncorporatedSecurian Financial Services, Inc.11-10-2016
Grant HeflinRaymond James & Associates, Inc.Securian Financial Services, Inc.07-06-2015
Jacob Wayne DotsonRaymond James & Associates, Inc.Securian Financial Services, Inc.06-04-2015
Ryan Michael TracyCetera Investment Services LLCSecurian Financial Services, Inc.02-11-2015
Gregory Wayne BrennerMML Investors Services, LLCSecurian Financial Services, Inc.04-10-2014
Boone Edward LancasterSignator Investors, Inc.Securian Financial Services, Inc.09-16-2011
James Ryan SnellenMetLife Securities Inc.Securian Financial Services, Inc.08-03-2011
Christopher Dwight StoutM Holdings Securities, Inc.Securian Financial Services, Inc.08-26-2010
George Walter BoulwareSecurities America, Inc.Securian Financial Services, Inc.06-01-2010
Timothy Charles ClarkPrincipal Securities, Inc.Securian Financial Services, Inc.06-11-2009

Showing 1 to 25 of 25 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.