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
Angela Marie CougleKMS Financial Services, Inc.PKS Advisory Services, LLC09-20-2013
Angela Marie GiboneyKMS Financial Services, Inc.FSIC$1001-02-2018
Becky Harman SalsburgKMS Financial Services, Inc.BECKY H SALSBURG, CFP, EA LLC06-29-2017
Brenda Rose PingreeKMS Financial Services, Inc.FSIC02-01-2018
Calvin Thomas RobinsonKMS Financial Services, Inc.Goldbloom Wealth Management LLC01-26-2018
Charles Howard ScheinbaumKMS Financial Services, Inc.VALIC Financial Advisors, Inc.01-11-2018
Courtney C. PrinceKMS Financial Services, Inc.KMS Financial Services, Inc.05-04-2017
Damon Scott WinterKMS Financial Services, Inc.Symetra Investment Services, Inc.11-03-2011
Daniel Christian GiddensKMS Financial Services, Inc.Grant Williams L.P.$10004-01-2014
Daniel Jay TreschKMS Financial Services, Inc.LPL Financial LLC$15005-02-2014
Darin David CookKMS Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC09-14-2015
Darren Clark BlanchardKMS Financial Services, Inc.MML Investors Services, LLC10-12-2018
Darren Frederick McGrawKMS Financial Services, Inc.Transamerica Financial Advisors, Inc04-21-2010
David Leroy JonesKMS Financial Services, Inc.Parkland Securities, LLC10-22-2019
David Stuart EskenaziKMS Financial Services, Inc.Allied Asset Management, Inc.06-22-2016
David W. NobleKMS Financial Services, Inc.Questar Capital Corporation12-11-2015
Dean Russell WhitmanKMS Financial Services, Inc.Parkland Securities, LLC$810-22-2019
Dean S. McKenzieKMS Financial Services, Inc.Symetra Investment Services, Inc.$2503-06-2015
Deborrah Michelle MurphyKMS Financial Services, Inc.Voya Financial Advisors, Inc.$2511-07-2014
Doug Scott GraumannKMS Financial Services, Inc.Pacific West Securities, Inc.$1001-23-2012
Douglas Clark JohnsonKMS Financial Services, Inc.Symetra Investment Services, Inc.07-17-2012
Elliot George FordKMS Financial Services, Inc.Walnut Street Securities, Inc.10-07-2009
Eric Stuart MacleanKMS Financial Services, Inc.Cetera Advisor Networks LLC09-22-2017
Erik Fw LawrenceKMS Financial Services, Inc.Paulson Investment Company LLC$15003-16-2012
Erik W. GlushienKMS Financial Services, Inc.Investors Capital Corp.12-16-2010
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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.