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
Thomas M. BakerInfinex Investments, Inc.BB&T Securities, LLC09-11-2019
Robert E. WalkerInfinex Investments, Inc.Summit Brokerage Services, Inc.05-31-2019
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
Ashley W OwensInfinex Investments, Inc.Securities America, Inc.10-25-2017
Darren Lee GerlachInfinex Investments, Inc.Lincoln Financial Advisors Corporation09-05-2017
Christian E HamlettInfinex Investments, Inc.MWA Financial Services Inc.03-08-2017
Robert James SchupInfinex Investments, Inc.CUSO Financial Services, L.P.03-02-2017
Amy C. GrievesInfinex Investments, Inc.Morgan Stanley01-03-2017
Carter L. MossInfinex Investments, Inc.First Citizens Investor Services, Inc.10-18-2016
William Paul ComerInfinex Investments, Inc.BB&T Investment Services, Inc.09-12-2016
Jim GravgaardInfinex Investments, Inc.SunTrust Investment Services, Inc.06-03-2015
Stefanie Cecile BoykinInfinex Investments, Inc.Lincoln Financial Advisors Corporation05-01-2015
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
Kenneth Lee HarveyInfinex Investments, Inc.Madison Avenue Securities, LLC09-03-2013
Brady Morgan SmithInfinex Investments, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)08-19-2013
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
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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.