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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Peter Wycliffe Conway Jr.USAA Financial Advisors, Inc.JCC Advisors, LLC08-14-2018
Jose Salvador GarciaUSAA Financial Advisors, Inc.J.P. Morgan Securities LLC08-28-2017
John Patrick FlynnUSAA Financial Advisors, Inc.AXA Advisors, LLC05-19-2017
Raymond RamosUSAA Financial Advisors, Inc.J.P. Morgan Securities LLC$5004-27-2017
Isaiah Lavarr WilliamsUSAA Financial Advisors, Inc.J.P. Morgan Securities LLC03-03-2017
Philip David KrebsbachUSAA Financial Advisors, Inc.Farmers Financial Solutions, LLC02-10-2017
Griffin SadovskyUSAA Financial Advisors, Inc.Edward Jones02-02-2017
Kayla Elizabeth TruskinUSAA Financial Advisors, Inc.Vanguard Marketing Corporation12-09-2016
Pamela Grace SannUSAA Financial Advisors, Inc.Morgan Stanley12-06-2016
Lefei Nmi LiuUSAA Financial Advisors, Inc.Fidelity Brokerage Services LLC07-18-2016
Charles Rogers FlournoyUSAA Financial Advisors, Inc.Securities America, Inc.07-08-2016
Samuel Clayton EmmersonUSAA Financial Advisors, Inc.Edward Jones04-01-2016
Michael Richard MravetzUSAA Financial Advisors, Inc.Edward Jones03-25-2016
Brett Anthony LemkeUSAA Financial Advisors, Inc.Edward Jones03-24-2016
David Thomas MartinezUSAA Financial Advisors, Inc.TIAA-CREF Individual & Institutional Services, LLC02-04-2016
John Randel MccrackenUSAA Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-24-2015
Gus Miller MaskUSAA Financial Advisors, Inc.Cambridge Investment Research, Inc.12-22-2015
George VargasUSAA Financial Advisors, Inc.Fidelity Brokerage Services LLC11-19-2015
Neal Merville-Hines LittonUSAA Financial Advisors, Inc.W&S Brokerage Services, Inc.03-23-2015
Kevin Robert ParkhillUSAA Financial Advisors, Inc.Fidelity Brokerage Services LLC$5003-21-2015
Pierre PerezUSAA Financial Advisors, Inc.J.P. Morgan Securities LLC03-18-2015
Jun Michael TangUSAA Financial Advisors, Inc.BBVA Securities Inc.03-17-2015
James Walter QuaiderUSAA Financial Advisors, Inc.J.P. Morgan Securities LLC$2503-13-2015
Solomon Lee Gee Wah CartierUSAA Financial Advisors, Inc.First Heartland Capital, Inc.$112-22-2014
Sary BenzviUSAA Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-18-2014
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Showing 1 to 25 of 101 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.


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