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
Attila ZsigmondTD Ameritrade, Inc.Signator Investors, Inc.$104-24-2014
Jarred Dwayne BaileyMML Investors Services, LLCSignator Investors, Inc.$110-11-2017
Jerry Renee WhitleyB. Riley Wealth ManagementSignator Investors, Inc.05-29-2018
John Cline EvansSecurities America, Inc.Signator Investors, Inc.08-31-2018
John Kay SpringerSagePoint Financial, Inc.Signator Investors, Inc.$4211-01-2016
Jon David ReedMorgan StanleySignator Investors, Inc.07-12-2016
Juandalynn Lymon RhodesFirst Horizon Advisors, Inc.Signator Investors, Inc.05-23-2013
Michael Erwood McCormickCetera Investment Services LLCSignator Investors, Inc.04-30-2018
Michael Erwood McCormickSignator Investors, Inc.Signator Investors, Inc.01-10-2018
Myles William ZuegerRaymond James Financial Services, Inc.Signator Investors, Inc.01-12-2018
Robert Michael BeckerWoodbury Financial Services, Inc.Signator Investors, Inc.$1005-07-2010
Ross Levi SadoffAdvised Assets Group, LLCSignator Investors, Inc.12-02-2015
Todd Edwin ShapiroNorthwestern Mutual Investment Services, LLCSignator Investors, Inc.03-05-2013
Zachary T. JonesScottrade, Inc.Signator Investors, Inc.08-23-2016

Showing 1 to 14 of 14 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.