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
Tyler Anthony BuysseCadaret, Grant & Co., Inc.Pruco Securities, LLC.05-15-2018
Devon Michael JerrardMerrill Lynch, Pierce, Fenner & Smith IncorporatedPruco Securities, LLC.05-14-2018
Craig A StavelyEnvisage Financial, LLCPruco Securities, LLC.05-04-2018
Jordan Wain DeboerParkland Securities, LLCPruco Securities, LLC.05-04-2018
Dustin Matthew LindleyEdward JonesPruco Securities, LLC.05-02-2018
Joan Marshall DuquetteDFPG Investments, Inc.Pruco Securities, LLC.04-26-2018
Terence Vincent GallagherAmeriprise Financial Services, Inc.Pruco Securities, LLC.04-25-2018
Mireille AlkhouryM&T Securities, Inc.Pruco Securities, LLC.04-20-2018
Casey Blake BumgarnerEdward JonesPruco Securities, LLC.04-18-2018
Jeffrey Paul CzajkaLPL Financial LLCPruco Securities, LLC.04-18-2018
Jeffrey Edward LoveInfinex Investments, Inc.Pruco Securities, LLC.04-17-2018
Solana OurnLPL Financial LLCPruco Securities, LLC.04-10-2018
Judd Rezin ClarkMutual of Omaha Investor Services, Inc.Pruco Securities, LLC.04-09-2018
Timothy J MauricePark Avenue Securities LLCPruco Securities, LLC.04-09-2018
Richard AbarcaBancWest Investment Services, Inc.Pruco Securities, LLC.04-07-2018
Audrey Collins MorrisonCairn Financial Advisors, LLCPruco Securities, LLC.04-05-2018
Jason Corey HudgensMerrill Lynch, Pierce, Fenner & Smith IncorporatedPruco Securities, LLC.04-04-2018
Gennaro CostigliolaQuest Capital Strategies, Inc.Pruco Securities, LLC.04-03-2018
Christopher Edward MaglichHornor, Townsend & Kent, LLCPruco Securities, LLC.03-30-2018
Freditas Guillermo UdaniNYLIFE Securities LLCPruco Securities, LLC.03-23-2018
Rachel Ann KurpeU.S. Bancorp Investments, Inc.Pruco Securities, LLC.03-20-2018
Ashley Nell HulesLPL Financial LLCPruco Securities, LLC.03-12-2018
Donald William Talbert Jr.OneAmerica Securities, Inc.Pruco Securities, LLC.03-09-2018
Brett Christopher LarsonAmeritas Investment Corp.Pruco Securities, LLC.03-07-2018
Alan E BoyerSynovus Securities, Inc.Pruco Securities, LLC.$103-05-2018
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Showing 51 to 75 of 89 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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