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
Ethan Herbert TeuscherKey Investment Services LLCWells Fargo Clearing Services, LLC08-27-2019
Landon Daniel JensenKey Investment Services LLCSecurian Financial Services, Inc.03-14-2017
Scott Ryan GonzalesKey Investment Services LLCU.S. Bancorp Investments, Inc.$710-12-2016
Bradley Julius SkibaKey Investment Services LLCJ.P. Morgan Securities LLC04-29-2016
Jeffrey David ShrivesKey Investment Services LLCWaddell & Reed04-20-2016
Dennis W. D'ArnallKey Investment Services LLCTransamerica Financial Advisors, Inc03-11-2016
Jared Jeffrey BitnerKey Investment Services LLCJ.P. Morgan Securities LLC10-19-2015
Luiz Marques OliveiraKey Investment Services LLCJ.P. Morgan Securities LLC09-02-2015
Ryan Kirk VanleeuwenKey Investment Services LLCJ.P. Morgan Securities LLC$1003-04-2014
Andrew Thomas WilsonKey Investment Services LLCKey Investment Services LLC08-16-2013
Dustin J ChristensenKey Investment Services LLCWells Fargo Clearing Services, LLC03-15-2012
Mark AllgoodKey Investment Services LLCChase Investment Services Corp.11-11-2011
Daniel Brian RogersKey Investment Services LLCPFS Investments Inc.05-13-2011
Justin Ryan RomeroKey Investment Services LLCChase Investment Services Corp.05-05-2011
Maryjose MartinezKey Investment Services LLCChase Investment Services Corp.04-06-2011
Thomas Frederick Mathews Jr.Key Investment Services LLCNew England Securities06-23-2009

Showing 1 to 16 of 16 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.