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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Recruiting Scoreboard (Q4 2020)

Recruiting Gains

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Thomas Melvin ScheirerLifeMark Securities Corp.Foresters Equity Services, Inc.04-03-2019
Andre Normand CoulombeSt. Bernard Financial Services, Inc.Foresters Equity Services, Inc.03-04-2019
Edward David AzevedoLifeMark Securities Corp.Foresters Equity Services, Inc.02-25-2019
Samuel Dearma Craig JrInvestment Network, Inc.Foresters Equity Services, Inc.01-29-2019
Scott Harper YarbroughRoyal Alliance Associates, Inc.Foresters Equity Services, Inc.01-25-2019
David Blair BiasFirst Financial Equity CorporationForesters Equity Services, Inc.$2501-17-2019
Anthony Joseph DepalmaLPL Financial LLCForesters Equity Services, Inc.01-02-2019
Stephen Paksing FungPackerland Brokerage Services, Inc.Foresters Equity Services, Inc.12-14-2018
Richard Hughes Von HurstLifeMark Securities Corp.FORESTERS EQUITY SERVICES, INC.12-06-2018
Alan Bart McClureLifeMark Securities Corp.FORESTERS EQUITY SERVICES, INC.12-05-2018
Milton DunnLifeMark Securities Corp.Foresters Equity Services, Inc.12-03-2018
Alan Stephen PranskyLifeMark Securities Corp.FORESTERS EQUITY SERVICES, INC.$3812-01-2018
Dennis Bryan CunninghamLifeMark Securities Corp.Foresters Equity Services, Inc.11-30-2018
Randy Dean RichardsPlanMember Securities CorporationForesters Equity Services, Inc.11-29-2018
Bradley Alan MorrisLifeMark Securities Corp.Foresters Equity Services, Inc.11-28-2018
Kamlesh Motiram VaswaniLifeMark Securities Corp.Foresters Equity Services, Inc.11-27-2018
Lonnie Oneal SpellerLifeMark Securities Corp.Foresters Equity Services, Inc.11-27-2018
John G RhodeThe O.N. Equity Sales CompanyForesters Equity Services, Inc.11-27-2018
William Louis McKenzie IIIDominion Investor Services, Inc.Foresters Equity Services, Inc.11-23-2018
Michael Lloyd FarahRoyal Alliance Associates, Inc.Foresters Equity Services, Inc.11-21-2018
Russell Edward WilcoxLincoln Financial Advisors CorporationForesters Equity Services, Inc.$5011-20-2018
Gregory Scott McMullenProEquities, Inc.Foresters Equity Services, Inc.11-16-2018
Christopher David TuranyLifeMark Securities Corp.Foresters Equity Services, Inc.11-15-2018
Curtis Lewis Turner IIILifeMark Securities Corp.Foresters Equity Services, Inc.11-14-2018
Steven Roger CrossLifeMark Securities Corp.FORESTERS EQUITY SERVICES, INC.11-14-2018
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Showing 1 to 25 of 150 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.