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
Duc P. LeAmeritas Investment Corp.USI Advisors01-09-2019
Nelson Bradford AhernAmeritas Investment Corp.MML Investors Services, LLC$3801-07-2019
Scott Michael WeinsteinAmeritas Investment Corp.The O.N. Equity Sales Company$2501-02-2019
Michael Raymond PatrickAmeritas Investment Corp.Belpointe Asset Management LLC12-27-2018
Christopher Allen CoffmanAmeritas Investment Corp.TD Ameritrade, Inc.$5011-02-2018
Hanna Christel FleckAmeritas Investment Corp.20/20 Capital Management, Inc$1009-17-2018
Brady J. StruchenAmeritas Investment Corp.Woodbury Financial Services, Inc.09-06-2018
Qaadir T WilliamsAmeritas Investment Corp.Edward Jones09-05-2018
Eric Paul DensonAmeritas Investment Corp.Private Client Services, LLC08-24-2018
Shane JensenAmeritas Investment Corp.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-09-2018
Jason Paul WardAmeritas Investment Corp.International Assets Advisory, LLC$2507-17-2018
Garrett Heath GermanAmeritas Investment Corp.20/20 Capital Management, Inc$5007-13-2018
Amber D Nabity StittAmeritas Investment Corp.Physicians Thrive Investment Advisors, LLC06-27-2018
James Stanley ThompsonAmeritas Investment Corp.MML Investors Services, LLC05-21-2018
Jason W ConnellAmeritas Investment Corp.J.P. Morgan Securities LLC04-03-2018
Phimar Dale PattersonAmeritas Investment Corp.Madison Avenue Securities, LLC03-16-2018
Brett C. LarsonAmeritas Investment Corp.Pruco Securities, LLC.03-07-2018
Michael George ChestaroAmeritas Investment Corp.Fortune Financial Services, Inc.02-20-2018
Kevin P. JanusAmeritas Investment Corp.MML Investors Services, LLC02-08-2018
Corey Jeff RathsAmeritas Investment Corp.Raymond James Financial Services, Inc.01-26-2018

Showing 1 to 20 of 20 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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