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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Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jeremy Jackson ThrelkeldMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC02-08-2019
Jason L. ShumwayMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC04-10-2017
Kyle Steven BiglerMML Investors Services, LLCSymetra Investment Services, Inc.$5007-22-2015
Phillip Jay WarnerMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC06-26-2015
Joshua Keith VelasquezMML Investors Services, LLCFBL Marketing Services, LLC05-11-2015
Micah Wesley PattersonMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC08-15-2014
Sterling Grant WidmerMML Investors Services, LLCHornor, Townsend & Kent, LLC$5003-06-2014
Brady MurrayMML Investors Services, LLCOneAmerica Securities, Inc.05-01-2013
Patrick S. LatimerMML Investors Services, LLCEquity Services, Inc.02-04-2010
Mike R DonaldsonMML Investors Services, LLCEquity Services, Inc.11-11-2009
Jorge Torres BecerraMML Investors Services, LLCInsphere Securities, Inc.$5010-19-2009
Daniel Nelson CreerMML Investors Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-03-2009

Showing 1 to 12 of 12 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.