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
Tarek M. ElhendawyState Farm VP Management Corp.NYLIFE Securities LLC06-09-2010
Michelle M. FerronAllstate Financial Services, LLCNYLIFE Securities LLC11-05-2010
Lynette Benedicto MelcherAllstate Financial Services, LLCNYLIFE Securities LLC$1003-08-2011
Andrew A. McFallsAllstate Financial Services, LLCNYLIFE Securities LLC01-24-2013
Francis Robert SuretteMML Investors Services, LLCNYLIFE Securities LLC$2501-28-2013
Simon ZhengMML Investors Services, LLCNYLIFE Securities LLC04-29-2013
Theresa W. WhiteMML Investors Services, LLCNYLIFE Securities LLC06-17-2013
Jason J HowellJason Howell CompanyNYLIFE Securities LLC11-24-2015
Kevin Aaron BosticClearView Financial, LLCNYLIFE Securities LLC02-12-2016
Matthew Edwin WicklineMML Investors Services, LLCNYLIFE Securities LLC04-05-2016
Christopher Ryan HarrisClearView Financial, LLCNYLIFE Securities LLC05-18-2016
Christopher Brian BishopSt. Bernard Financial Services, Inc.NYLIFE Securities LLC04-20-2017
David Gordon StoverEquity Services, Inc.NYLIFE Securities LLC09-08-2017
Donald Ellison WrightAllstate Financial Services, LLCNYLIFE Securities LLC11-30-2017
Cortney HeykoopWoodbury Financial Services, Inc.NYLIFE Securities LLC09-13-2018
Garnell Theodore Scott Jr.SunTrust Investment Services, Inc.NYLIFE Securities LLC06-03-2019

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.


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