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
Andrew A. McFallsAllstate Financial Services, LLCNYLIFE Securities LLC$10001-24-2013
Charles Timothy TideyBB&T Investment Services, Inc.NYLIFE Securities LLC06-01-2015
Christopher Brian BishopSt. Bernard Financial Services, Inc.NYLIFE Securities LLC04-20-2017
Christopher Ryan HarrisClearView Financial, LLCNYLIFE Securities LLC05-18-2016
Cortney HeykoopWoodbury Financial Services, Inc.NYLIFE Securities LLC09-13-2018
Craig Antonio JonesAXA Advisors, LLCNYLIFE Securities LLC04-07-2015
Daniel E JacksonRembert Pendleton JacksonNYLIFE Securities LLC03-02-2017
David Gordon StoverEquity Services, Inc.NYLIFE Securities LLC09-08-2017
Donald Ellison WrightAllstate Financial Services, LLCNYLIFE Securities LLC11-30-2017
Drew Michael ForteLPL Financial LLCNYLIFE Securities LLC05-15-2019
Ethan Alexander EdghillState Farm VP Management Corp.NYLIFE Securities LLC02-22-2016
Garnell Theodore Scott Jr.SunTrust Investment Services, Inc.NYLIFE Securities LLC06-03-2019
Gregory Wilson McdonaldMerrill Lynch, Pierce, Fenner & Smith IncorporatedNYLIFE Securities LLC03-23-2015
Harrison Hundley BowlinSignator Investors, Inc.NYLIFE Securities LLC03-04-2016
Harvinder Singh SahniOneAmerica Securities, Inc.NYLIFE Securities LLC$50003-03-2017
Jasmine Kali ParkerUnited Brokerage Services, IncNYLIFE Securities LLC$10004-23-2012
Jason J HowellJason Howell CompanyNYLIFE Securities LLC11-24-2015
Jay Hyunjoon HwangLPL Financial LLCNYLIFE Securities LLC$10011-03-2014
Jeff Douglas DonhamNorthwestern Mutual Investment Services, LLCNYLIFE Securities LLC04-10-2013
Kevin Aaron BosticClearView Financial, LLCNYLIFE Securities LLC02-12-2016
Lynette Benedicto MelcherAllstate Financial Services, LLCNYLIFE Securities LLC$10003-08-2011
Matthew Edwin WicklineMML Investors Services, LLCNYLIFE Securities LLC04-05-2016
Merritt Burdette RobinsonWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)NYLIFE Securities LLC04-13-2011
Michelle M. FerronAllstate Financial Services, LLCNYLIFE Securities LLC11-05-2010
Mihir V ShahVALIC Financial Advisors, Inc.NYLIFE Securities LLC05-25-2016
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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.