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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Joseph Russell ReedyAXA Advisors, LLCFifth Third Securities, Inc.$50004-05-2018
Drewry Randolph IsaacsonBB&T Securities, LLCFifth Third Securities, Inc.06-07-2018
John Michael GrossCitizens Securities, Inc.Fifth Third Securities, Inc.07-26-2018
Daniel Richard DakroubCitizens Securities, Inc.Fifth Third Securities, Inc.04-20-2018
Douglas Michael NewportCommonwealth Financial NetworkFifth Third Securities, Inc.06-14-2018
Shawn Christopher ChadwellCompass Wealth Management LLCFifth Third Securities, Inc.04-11-2018
Genan Marie KirbyCUNA Brokerage Services, Inc.Fifth Third Securities, Inc.$15001-04-2019
Timothy John PesterCUSO Financial Services, L.P.Fifth Third Securities, Inc.11-06-2018
Jerry Dale LawheadEdward JonesFifth Third Securities, Inc.$15006-01-2018
Michael David ClarkFirst Citizens Investor Services, Inc.Fifth Third Securities, Inc.$10012-24-2018
Kimberly R. HyattFirst Citizens Investor Services, Inc.Fifth Third Securities, Inc.09-26-2018
Joshua David RochonFourth Dimension Financial GroupFifth Third Securities, Inc.04-24-2018
Joel A WoznyHornor, Townsend & Kent, LLCFifth Third Securities, Inc.04-11-2018
Brian Michael BastienInfinex Investments, Inc.Fifth Third Securities, Inc.$10008-29-2018
Gary Arthur TherrianInfinex Investments, Inc.Fifth Third Securities, Inc.$10002-09-2018
George A. Von ZedlitzJ.J.B. Hilliard, W.L. Lyons, LLCFifth Third Securities, Inc.$10005-29-2018
Haya DeisJ.P. Morgan Securities LLCFifth Third Securities, Inc.$10004-25-2018
Yahaira FelixJ.P. Morgan Securities LLCFifth Third Securities, Inc.$15004-06-2018
Angela A. JohnsonJ.P. Morgan Securities LLCFifth Third Securities, Inc.01-22-2018
Michael G. LiskayKey Investment Services LLCFifth Third Securities, Inc.08-15-2018
Ivory C. SalmonKey Investment Services LLCFifth Third Securities, Inc.01-26-2018
Tyler Wade StephenLPL Financial LLCFifth Third Securities, Inc.09-07-2018
Rebekah Lynn CornellLPL Financial LLCFifth Third Securities, Inc.08-20-2018
Jackie Nicole MeyerLPL Financial LLCFifth Third Securities, Inc.$10008-07-2018
Sony Son DawsonLPL Financial LLCFifth Third Securities, Inc.04-16-2018
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Showing 1 to 25 of 48 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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