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
Wayne Bryce EvansAXA Advisors, LLCEdward Jones09-06-2019
Steffanie StaplesAXA Advisors, LLCAXA Advisors, LLC04-02-2019
William Jeffrey LoertscherAXA Advisors, LLCE*TRADE Capital Management, LLC05-18-2018
Philip C. MerrillAXA Advisors, LLCAXA Advisors, LLC$104-18-2018
Joseph Marriner NielsonAXA Advisors, LLCMML Investors Services, LLC11-16-2017
William S. CroswhiteAXA Advisors, LLCPruco Securities, LLC.09-01-2017
Jeffrey Ray JensenAXA Advisors, LLCFidelity Brokerage Services LLC06-08-2017
Adam Christian JensenAXA Advisors, LLCStrategic Advisers LLC05-24-2016
Brandon S. AtkinsonAXA Advisors, LLCMetLife Securities Inc.05-05-2016
Carl John RidingAXA Advisors, LLCFidelity Brokerage Services LLC09-08-2015
Michael D. HillAXA Advisors, LLCMetLife Securities Inc.04-08-2015
Mitchell Stephen HallerAXA Advisors, LLCFidelity Brokerage Services LLC02-03-2015
Jeran Scott Van AlfenAXA Advisors, LLCNYLIFE Securities LLC12-06-2013
Christopher Joseph CordovaAXA Advisors, LLCNYLIFE Securities LLC01-10-2013
Kenneth Clark WinegarAXA Advisors, LLCE*TRADE Securities LLC11-27-2012
Jake Floyd MellorAXA Advisors, LLCHornor, Townsend & Kent, LLC10-12-2012
Daniel William MurdockAXA Advisors, LLCAXA Advisors, LLC$2501-05-2011

Showing 1 to 17 of 17 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.