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
Martha Lynn Grimshaw-KillianPNC InvestmentsPruco Securities, LLC.01-09-2019
Fritz Marckenzy JulesMerrill Lynch, Pierce, Fenner & Smith IncorporatedPruco Securities, LLC.12-20-2018
Michelle Sarah MeeganAmeriprise Financial Services, LLCPruco Securities, LLC.11-09-2018
Sean GerlinEnvision Financial Services & Asset ManagementPruco Securities, LLC.$1010-31-2018
Amanda Leigh TabachnickAmeriprise Financial Services, LLCPruco Securities, LLC.$1010-19-2018
Jonathan James DiricoAmeriprise Financial Services, LLCPruco Securities, LLC.10-19-2018
Nestor Gabriel SchpalianskyCetera Investment Services LLCPruco Securities, LLC.10-01-2018
Lance StephensAllstate Financial Services, LLCPruco Securities, LLC.07-17-2018
Greggory Charles WoodcockMorgan StanleyPruco Securities, LLC.06-06-2018
John Francis Velardo Jr.J.P. Morgan Securities LLCPruco Securities, LLC.05-18-2018
Chester Lorenzo JohnsonMML Investors Services, LLCPruco Securities, LLC.04-30-2018
Rami NegriSagePoint Financial, Inc.Pruco Securities, LLC.04-04-2018
Greyson H. HuberBB&T Securities, LLCPruco Securities, LLC.03-27-2018
Francisco R. RodriguezCetera Investment Services LLCPruco Securities, LLC.03-07-2018
Charles William GrantSynovus Securities, Inc.Pruco Securities, LLC.$2503-05-2018
Alan E. BoyerSynovus Securities, Inc.Pruco Securities, LLC.03-05-2018

Showing 1 to 16 of 16 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.