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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Tonya Delora KropoffSynovus Securities, Inc.SunTrust Investment Services, Inc.$1,00006-14-2019
Brian Edward MontalbanoSynovus Securities, Inc.SunTrust Investment Services, Inc.$10006-14-2019
James Henry BoothInternational Assets Advisory, LLCLPL Financial LLC06-14-2019
Megan Nicole HenryEdward JonesNorthwestern Mutual Investment Services, LLC06-14-2019
Andrew John ConstantinidesWestPark Capital, Inc.I-Bankers Direct, LLC06-14-2019
Andre St Lawrence CampbellPFS Investments Inc.Inspire Advisors, LLC06-13-2019
David Craig SchiavoPrincipal Securities, Inc.Summit Brokerage Services, Inc.06-12-2019
Michael FeuryAmeriprise Financial Services, Inc.SunTrust Investment Services, Inc.06-12-2019
Bryan Marc DefrancesWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC$15006-10-2019
Matthew Jay KutcherWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC$10006-10-2019
Wilber Dalton GeigerWells Fargo Clearing Services, LLCMorgan Stanley$5006-10-2019
John Kirkland MoyNewbridge Securities CorporationInternational Assets Advisory, LLC$10006-07-2019
Luis Angel Munoz Jr.Wells Fargo Clearing Services, LLCCetera Investment Services LLC06-07-2019
Eric J. JacksonAllen & Company of Florida, Inc.Morgan Stanley06-06-2019
Daniel Joseph AbrahamsohnWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-06-2019
William Bennett FinocchioFifth Third Securities, Inc.J.P. Morgan Securities LLC$2506-05-2019
John Paul KirkwoodJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC06-05-2019
Evian Amaro CruzCambridge Investment Research, Inc.PFS Investments Inc.06-05-2019
Bashar K. BarazMML Investors Services, LLCSecurian Financial Services, Inc.06-05-2019
David Glen PearlmanJaffeTilchin Investment Partners, LLCWells Fargo Clearing Services, LLC06-04-2019
Edward Joseph BehmLPL Financial LLCFSC Securities Corporation06-04-2019
Nenad KojicMoney Concepts Capital CorpSecurian Financial Services, Inc.06-03-2019
James Andrew Means IVWilmington Capital Securities, LLCRBC Capital Markets, LLC$11205-31-2019
Bruce Allen DavisWells Fargo Clearing Services, LLCMorgan Stanley$10005-31-2019
Burt William MiltenbergerWells Fargo Clearing Services, LLCAmeriprise Financial Services, Inc.$5005-31-2019
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Showing 1 to 25 of 207 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.

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