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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alan Michael TofigPruco Securities, LLC.The Leaders Group, Inc.06-25-2015
Benjamin Aneurin Huggin Jr.Pruco Securities, LLC.EQIS Capital Management$10010-11-2016
Brandie Becker OsburnPruco Securities, LLC.Allstate Financial Services, LLC$10002-07-2018
Brian KulickPruco Securities, LLC.USA Financial Securities Corporation02-28-2018
Christopher Brandon AyersPruco Securities, LLC.Allstate Financial Services, LLC01-13-2014
Clifton Ray BukowskyPruco Securities, LLC.PNC Investments$50001-22-2016
George Stevenson KnipePruco Securities, LLC.MetLife Securities Inc.10-29-2012
Hilliard Stevens Mabry Jr.Pruco Securities, LLC.Equity Services, Inc.$10005-27-2016
James Robert HegelPruco Securities, LLC.The O.N. Equity Sales Company06-15-2018
Jody David BrucePruco Securities, LLC.Securian Financial Services, Inc.10-09-2019
John Christopher James IVPruco Securities, LLC.AXA Advisors, LLC08-23-2018
John Wayne WorleyPruco Securities, LLC.Horace Mann Investors, Inc.08-07-2017
Keith A GreenPruco Securities, LLC.Hartford Equity Sales Company Inc.01-03-2013
Kristen Hirning SpurlockPruco Securities, LLC.MML Investors Services, LLC09-07-2017
Lakeisha Nicole HillPruco Securities, LLC.AXA Advisors, LLC10-20-2014
Mamadou MoustaphaPruco Securities, LLC.Foresters Financial Services, Inc.09-24-2019
Matthew J. FreemanPruco Securities, LLC.MML Investors Services, LLC09-25-2017
Michael David SobiloPruco Securities, LLC.Level Four Advisory Services$10009-26-2018
MICHAEL R. DANJCZEKPruco Securities, LLC.MetLife Securities Inc.10-16-2012
Paige Lovelace QuilterPruco Securities, LLC.MML Investors Services, LLC09-14-2017
Paul M. BarbieriPruco Securities, LLC.BB&T Investment Services, Inc.07-11-2017

Showing 1 to 21 of 21 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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