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
Jared S. CottonCitizens Securities, Inc.Fidelity Brokerage Services LLC01-09-2019
Jeremy Lee RamseyMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC01-07-2019
Matthew John CeballosCharles Schwab & Co., Inc.Fidelity Brokerage Services LLC01-03-2019
Aaron William GriswoldSantander Securities LLCFidelity Brokerage Services LLC01-02-2019
Jonathan Clay TidwellCharles Schwab & Co., Inc.Fidelity Brokerage Services LLC12-20-2018
Steven Robert SchroederTD Ameritrade Investment Management, LLCFidelity Brokerage Services LLC12-06-2018
Frances Cassini BrickerJ.P. Morgan Securities LLCFidelity Brokerage Services LLC12-05-2018
Izabel AngelovaAmeriprise Financial Services, LLCFidelity Brokerage Services LLC12-05-2018
Thomas R. HermannFirst Command Financial Planning, Inc.Fidelity Brokerage Services LLC12-04-2018
Zachary Alexander EstradaCharles Schwab & Co., Inc.Fidelity Brokerage Services LLC11-30-2018
Joshua N. ReiderStrategic Capital Advisers, Inc.Fidelity Brokerage Services LLC11-26-2018
David Herbert Grant IIIGWFS Equities, Inc.Fidelity Brokerage Services LLC11-13-2018
Spencer Neal McCoyCharles Schwab & Co., Inc.Fidelity Brokerage Services LLC11-12-2018
Michael George HigginsWoodbury Financial Services, Inc.Fidelity Brokerage Services LLC11-07-2018
Gerardo CalderonMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC10-30-2018
Kenya Marie MorganTD Ameritrade, Inc.Fidelity Brokerage Services LLC10-26-2018
Eric Ryan SchneiderThrivent Investment Management Inc.Fidelity Brokerage Services LLC10-22-2018
Jacob Russell ApkeEdward JonesFidelity Brokerage Services LLC10-22-2018
Katherine Rose DobrinskiUBS Financial Services Inc.Fidelity Brokerage Services LLC10-22-2018
Kaitlyn Marie LaneySilverhawk Asset Management, LLCFidelity Brokerage Services LLC10-17-2018
Joshua Jacob SalazarCharles Schwab & Co., Inc.Fidelity Brokerage Services LLC10-12-2018
Daniel Ray LaneCharles Schwab & Co., Inc.Fidelity Brokerage Services LLC10-05-2018
Aaron Michael Louis TraegerFisher InvestmentsFidelity Brokerage Services LLC10-03-2018
Alanna Elizabeth NoorCharles Schwab & Co., Inc.Fidelity Brokerage Services LLC09-25-2018
Michael Anthony D'OnofrioMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC09-25-2018
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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.