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
Aaron James BlasinskyCitizens Securities, Inc.AXA Advisors, LLC11-14-2018
Aaron Paul LangstonMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC05-25-2018
Adam Mills HigginsFirst Heartland Capital, Inc.AXA Advisors, LLC10-05-2018
Adam Perry GemmerAmeriprise Financial Services, LLCAXA Advisors, LLC02-01-2018
Adam ZielinskiCommonwealth Financial NetworkAXA Advisors, LLC$10011-19-2018
Afshin ShahinpouriMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC04-27-2018
Alejandro S. MasferrerLincoln Financial Securities CorporationAXA Advisors, LLC$1007-09-2018
Alexander AntonucciJ.P. Morgan Securities LLCAXA Advisors, LLC06-21-2018
Alexander Guy NeriAmerican Portfolios Financial Services, Inc.AXA Advisors, LLC08-17-2018
Alexander James SpradlinJ.P. Morgan Securities LLCAXA Advisors, LLC06-28-2018
Alexander Ostergard KriderHornor, Townsend & Kent, LLCAXA Advisors, LLC$1010-04-2018
Ali H. KasapFidelity Brokerage Services LLCAXA Advisors, LLC10-22-2018
Amanda Nicole AguilarJ.P. Morgan Securities LLCAXA Advisors, LLC06-15-2018
Andreas Juris MelzerTD Ameritrade, Inc.AXA Advisors, LLC04-27-2018
Andrew Anthony Marchionni IIIMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC09-26-2018
Andrew ClarkeJ.P. Morgan Securities LLCAXA Advisors, LLC01-03-2019
Andrew DinardoAmeriprise Financial Services, LLCAXA Advisors, LLC12-17-2018
Andrew ElmoreAmeriprise Financial Services, LLCAXA Advisors, LLC10-15-2018
Andrew Harris LindenbergAmeriprise Financial Services, LLCAXA Advisors, LLC08-24-2018
Andrew J. KozakMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC11-12-2018
Andrew John FlissCetera Investment Services LLCAXA Advisors, LLC03-29-2018
Andrew Philip WoodVALIC Financial Advisors, Inc.AXA Advisors, LLC05-29-2018
Andrew SchultzPNC InvestmentsAXA Advisors, LLC04-06-2018
Andrew William SuraceJ.P. Morgan Securities LLCAXA Advisors, LLC05-23-2018
Aneka GrandisonMML Investors Services, LLCAXA Advisors, LLC04-02-2018
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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.