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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adrienne L StarkFidelity Brokerage Services LLCTIAA-CREF Individual & Institutional Services, LLC05-31-2019
Christie A. HaydenRaymond James & Associates, Inc.TIAA-CREF Individual & Institutional Services, LLC05-28-2019
David Bjorn AhlquistRaymond James & Associates, Inc.TIAA-CREF Individual & Institutional Services, LLC$5005-28-2019
Christopher Ray HaiglerLPL Financial LLCTIAA-CREF Individual & Institutional Services, LLC05-23-2019
Travis Fraser Roe-RaymondRockwood Wealth Management, LLCTIAA-CREF Individual & Institutional Services, LLC05-23-2019
Laurie E. MasonJ.P. Morgan Securities LLCTIAA-CREF Individual & Institutional Services, LLC05-22-2019
Lance Christopher ProvoPNC InvestmentsTIAA-CREF Individual & Institutional Services, LLC05-21-2019
Miguel Antonio JimenezJ.P. Morgan Securities LLCTIAA-CREF Individual & Institutional Services, LLC05-20-2019
Zachary James TharpHudson Financial Advisors IncTIAA-CREF Individual & Institutional Services, LLC05-08-2019
Darin R. WombleTD Ameritrade Investment Management, LLCTIAA-CREF Individual & Institutional Services, LLC05-02-2019
Vinh Quang DoCetera Investment Services LLCTIAA-CREF Individual & Institutional Services, LLC04-29-2019
Mark StandardJ.P. Morgan Securities LLCTIAA-CREF Individual & Institutional Services, LLC04-24-2019
Stephen Ray NugentLPL Financial LLCTIAA-CREF Individual & Institutional Services, LLC04-23-2019
Ryan Jeffrey PateVALIC Financial Advisors, Inc.TIAA-CREF Individual & Institutional Services, LLC04-22-2019
James Michael CapassoCitigroup Global Markets Inc.TIAA-CREF Individual & Institutional Services, LLC04-17-2019
Anthony M. MoffaLinden Thomas and Company Securities, LLCTIAA-CREF Individual & Institutional Services, LLC04-17-2019
Casandra Ann JohnsonFinancial Navigators Inc.TIAA-CREF Individual & Institutional Services, LLC04-16-2019
Richard C. HarrisonTownsendTIAA-CREF Individual & Institutional Services, LLC04-12-2019
Matthew W. HoganFidelity Brokerage Services LLCTIAA-CREF Individual & Institutional Services, LLC04-11-2019
Latunya Shanta HanleyJ.P. Morgan Securities LLCTIAA-CREF Individual & Institutional Services, LLC04-09-2019
Nathaniel David KellyAXA Advisors, LLCTIAA-CREF Individual & Institutional Services, LLC04-09-2019
Lisa Pam StavskyWesBanco Securities, Inc.TIAA-CREF Individual & Institutional Services, LLC04-05-2019
Gina Crosetto HurfordFidelity Brokerage Services LLCTIAA-CREF Individual & Institutional Services, LLC$15004-02-2019
Chad Wilford LangevinCommonwealth Financial NetworkTIAA-CREF Individual & Institutional Services, LLC04-01-2019
Jessica McKenzieWells Fargo Clearing Services, LLCTIAA-CREF Individual & Institutional Services, LLC03-29-2019
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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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.