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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Joseph Reed1st Global Capital Corp.MML Investors Services, LLC$10009-18-2009
Henry Raymond ConkleAllstate Financial Services, LLCMML Investors Services, LLC09-11-2018
Gregory Joseph NixonAllstate Financial Services, LLCMML Investors Services, LLC$24005-17-2013
James Ryan OrthAmeriprise Financial Services, Inc.MML Investors Services, LLC12-12-2019
Jeffrey Robert ZamoraAmeriprise Financial Services, Inc.MML Investors Services, LLC05-31-2019
David Michael MedickAmeriprise Financial Services, Inc.MML Investors Services, LLC08-16-2017
Paul L. GubinAvantax Investment Services, Inc.MML Investors Services, LLC11-05-2019
Vito Michael PetrielloAvantax Investment Services, Inc.MML Investors Services, LLC09-26-2017
Felix BuriakovskyAvantax Investment Services, Inc.MML Investors Services, LLC10-13-2016
Timur Valeriy MezhlumovAvantax Investment Services, Inc.MML Investors Services, LLC03-02-2015
Dianna Marie HilgendorfAvantax Investment Services, Inc.MML Investors Services, LLC10-30-2014
Aaron Arthur RoesslerAvantax Investment Services, Inc.MML Investors Services, LLC04-16-2013
Eun ChangAvantax Investment Services, Inc.MML Investors Services, LLC$50011-28-2012
Sallie Mullins ThompsonAvantax Investment Services, Inc.MML Investors Services, LLC03-14-2012
Anthony Richard LanzaAvantax Investment Services, Inc.MML Investors Services, LLC04-07-2009
Darlene Ann WieghatBBVA Securities Inc.MML Investors Services, LLC05-31-2018
Scott P KeesBBVA Securities Inc.MML Investors Services, LLC$10009-08-2017
Sean James GebhardtBBVA Securities Inc.MML Investors Services, LLC10-10-2014
Velma Jean FreemanBrown and Freeman LLCMML Investors Services, LLC09-21-2012
Minh Duc VoCambridge Investment Research, Inc.MML Investors Services, LLC$10007-08-2019
Adrian Lee UriasCambridge Investment Research, Inc.MML Investors Services, LLC11-01-2016
Adam Steven BlumbergCambridge Investment Research, Inc.MML Investors Services, LLC$50011-13-2015
Ronald Lewis Dixon Jr.Cambridge Investment Research, Inc.MML Investors Services, LLC11-13-2015
Brian Keith ScottCambridge Investment Research, Inc.MML Investors Services, LLC02-03-2014
Charles Glen SnowCambridge Investment Research, Inc.MML Investors Services, LLC08-02-2013
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Showing 1 to 25 of 148 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.