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
John Patrick FlynnUSAA Financial Advisors, Inc.AXA Advisors, LLC05-19-2017
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
Lefei N. LiuUSAA Financial Advisors, Inc.Fidelity Brokerage Services LLC07-18-2016
John D. Rothwell Jr.USAA Financial Advisors, Inc.AXA Advisors, LLC07-08-2016
Samuel Clayton EmmersonUSAA Financial Advisors, Inc.Edward Jones04-01-2016
Brett A. 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
Christian CalderonUSAA Financial Advisors, Inc.J.P. Morgan Securities LLC12-23-2015
Gus Miller MaskUSAA Financial Advisors, Inc.Lawing Financial Inc12-22-2015
John Allen PilkintonUSAA Financial Advisors, Inc.Edward Jones11-25-2015
Benjamin TorresUSAA Financial Advisors, Inc.Farmers Financial Solutions, LLC08-13-2015
Kevin Robert ParkhillUSAA Financial Advisors, Inc.Fidelity Brokerage Services LLC03-21-2015
Errin Keith GreeneUSAA Financial Advisors, Inc.J.P. Morgan Securities LLC03-17-2015
James Anthony ThurmanUSAA Financial Advisors, Inc.Edward Jones03-16-2015
James Walter QuaiderUSAA Financial Advisors, Inc.J.P. Morgan Securities LLC$2503-13-2015
Alejandro IzarrarazUSAA Financial Advisors, Inc.FSC Securities Corporation$2501-30-2015
Ernestina MartinezUSAA Financial Advisors, Inc.Edward Jones01-29-2015
Ashley Reyes Anne PribbleUSAA Financial Advisors, Inc.Waddell & Reed01-13-2015
Joaquin GarciaUSAA Financial Advisors, Inc.PFS Investments Inc.01-12-2015
Pete G. Hernandez Jr.USAA Financial Advisors, Inc.J.P. Morgan Securities LLC01-12-2015
Solomon Lee Gee Wah CartierUSAA Financial Advisors, Inc.First Heartland Capital, Inc.12-22-2014
Sary BenzviUSAA Financial Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-18-2014
Scott Thacher RossUSAA Financial Advisors, Inc.Edward Jones11-24-2014
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Showing 1 to 25 of 83 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.


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