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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alma Darnell IrvingLifeMark Securities Corp.Foresters Equity Services, Inc.11-02-2018
Andrea Bond JohnsonLifeMark Securities Corp.Foresters Equity Services, Inc.$5011-12-2018
Andrew Murray MitchellLifeMark Securities Corp.Foresters Equity Services, Inc.11-01-2018
Anthony James RinaldiLifeMark Securities Corp.FORESTERS EQUITY SERVICES, INC.$5010-12-2018
Barry A. BarnetteGWN Securities Inc.FORESTERS EQUITY SERVICES, INC.10-18-2018
Brenda Sue KindyCapital Synergy PartnersForesters Equity Services, Inc.10-15-2018
Brendan Jay SchaferLifeMark Securities Corp.Foresters Equity Services, Inc.10-22-2018
Brian Joseph MinerPlanMember Securities CorporationForesters Equity Services, Inc.11-12-2018
Brian MarshLifeMark Securities Corp.Foresters Equity Services, Inc.10-17-2018
Brigitte Manuela DegrassiWorld Capital Brokerage, Inc.Foresters Equity Services, Inc.10-01-2018
Carlos D HernandezLifeMark Securities Corp.FORESTERS EQUITY SERVICES, INC.11-02-2018
Charles Albert CeroneFortune Financial Services, Inc.Foresters Equity Services, Inc.10-19-2018
Charles Joseph KinnisonHD Vest Investment ServicesForesters Equity Services, Inc.05-17-2018
Christopher James GurneeKestra Investment Services, LLCFORESTERS EQUITY SERVICES, INC.$2206-20-2018
Christopher Lawrence BrownLifeMark Securities Corp.Foresters Equity Services, Inc.01-07-2019
Curtis Lewis Turner IIILifeMark Securities Corp.Foresters Equity Services, Inc.11-14-2018
Daniel Joseph ZeigerPackerland Brokerage Services, Inc.FORESTERS EQUITY SERVICES, INC.10-16-2018
Daniel Lee ObrienLifeMark Securities Corp.FORESTERS EQUITY SERVICES, INC.11-01-2018
David Peter GonzalezLifeMark Securities Corp.Foresters Equity Services, Inc.10-29-2018
David Stephen JungProEquities, Inc.Foresters Equity Services, Inc.$10010-30-2018
David William McDonaldMFG Capital, Inc.Foresters Equity Services, Inc.01-22-2018
Dennis Charles ButterfieldLifeMark Securities Corp.FORESTERS EQUITY SERVICES, INC.10-23-2018
Donald Francis ClaycombLifeMark Securities Corp.FORESTERS EQUITY SERVICES, INC.$2510-30-2018
Edward Daniel HaroCrown Capital Securities, L.P.Foresters Equity Services, Inc.09-10-2018
Edward J Destefano Jr.Fortune Financial Services, Inc.Foresters Equity Services, Inc.10-10-2018
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Showing 1 to 25 of 114 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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