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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Steven Michael MilliganInfinex Investments, Inc.Retirement Wealth Advisors, Inc.08-14-2018
Jeffrey Edward LoveInfinex Investments, Inc.Pruco Securities, LLC.04-17-2018
Kirby Keith HearlInfinex Investments, Inc.LPL Financial LLC01-02-2018
Bruce Eugene MccookInfinex Investments, Inc.LPL Financial LLC$2510-31-2017
Ashley Webb OwensInfinex Investments, Inc.Securities America, Inc.10-25-2017
Robert James SchupInfinex Investments, Inc.CUSO Financial Services, L.P.03-02-2017
William Paul ComerInfinex Investments, Inc.BB&T Investment Services, Inc.09-12-2016
Alton Lee Christopher Anders Jr.Infinex Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2508-21-2015
Robert Stephen CornwellInfinex Investments, Inc.Wells Fargo Clearing Services, LLC$15006-03-2015
Enoch Scott ArnettInfinex Investments, Inc.BB&T Investment Services, Inc.04-01-2015
Derek Charles MasonInfinex Investments, Inc.INVEST Financial Corporation03-20-2015
Bruce Frederick GriggsInfinex Investments, Inc.Next Financial Group, Inc.02-10-2015
Lamont Adrian BrownInfinex Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-14-2014
Matthew Christopher RobinsonInfinex Investments, Inc.MWA Financial Services Inc.08-22-2014
Eric William D'DioInfinex Investments, Inc.PNC Investments$5011-01-2013
Brady Morgan SmithInfinex Investments, Inc.Wells Fargo Clearing Services, LLC08-19-2013
Dustin Thomas BrannerInfinex Investments, Inc.Allied Beacon Partners, Inc.03-25-2013
Chris Elliotte BaileyInfinex Investments, Inc.Edward Jones03-05-2013
Jonathan Richard FerrellInfinex Investments, Inc.Cetera Investment Services LLC02-15-2013
Ryan Sol KellihanInfinex Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-13-2013
Angie Elizabeth WatersInfinex Investments, Inc.LPL Financial LLC$15007-02-2012
Christopher Jamal ElliottInfinex Investments, Inc.Navy Federal Asset Management, LLC01-26-2012
Janice Louden KuhnInfinex Investments, Inc.Uvest Financial Services Group, Inc.$5006-14-2011
Tammy Lynn CunninghamInfinex Investments, Inc.Uvest Financial Services Group, Inc.$106-14-2011
Scott Douglas NeherInfinex Investments, Inc.Allied Beacon Partners, Inc.05-24-2010
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Showing 1 to 25 of 34 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.

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