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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael John ReiselBelpointe Asset Management LLCWaddell & Reed01-11-2019
Joshua Michael HayesBenjamin F. Edwards & Company, Inc.Waddell & Reed01-09-2019
Cole Gerard TrippCreative PlanningWaddell & Reed01-07-2019
Bret Alan FerranteBlack Card CircleWaddell & Reed01-02-2019
Andrew Gerry HackettCUSO Financial Services, L.P.Waddell & Reed12-19-2018
Roohi Khan DarugarLPL Financial LLCWaddell & Reed12-19-2018
Janet Ellen BarrettCWM, LLCWaddell & Reed$1012-07-2018
Holly Anne HunsingerPruco Securities, LLC.Waddell & Reed12-05-2018
John Douglas McFarlandLPL Financial LLCWaddell & Reed11-26-2018
Antonio A. LopezEdward JonesWaddell & Reed11-19-2018
Timothy Warren BennettHilltop Securities Independent Network Inc.Waddell & Reed11-16-2018
John David ShubertCUSO Financial Services, L.P.Waddell & Reed11-12-2018
Gregory Clark CollinsPruco Securities, LLC.Waddell & Reed11-07-2018
Samuel Joseph DetkeMerrill Lynch, Pierce, Fenner & Smith IncorporatedWaddell & Reed11-07-2018
Cole M. GauldinCommonwealth Financial NetworkWaddell & Reed11-05-2018
Saadia Shakur AhmedKaizen Financial Strategies, LLCWaddell & Reed11-02-2018
Saul Richard GreeneKaizen Financial Strategies, LLCWaddell & Reed$2511-02-2018
John Antone StachnickKaizen Financial Strategies, LLCWaddell & Reed11-02-2018
Iftikhar Mahmud AhmedKaizen Financial Strategies, LLCWaddell & Reed11-02-2018
Rachna Rajesh BijlaniBRsquared L.L.C.Waddell & Reed11-02-2018
James Kerns PettyLPL Financial LLCWaddell & Reed10-31-2018
Robert Willis LesterH. Beck, Inc.Waddell & Reed$5010-26-2018
James Penn Van PuttenVinkH. Beck, Inc.Waddell & Reed$5010-26-2018
Kendle Francom SmithHouseholder Group Estate & Retirement SpecialistsWaddell & Reed10-25-2018
Chad Michael BelitzAmeriprise Financial Services, LLCWaddell & Reed$2510-19-2018
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Showing 1 to 25 of 189 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.