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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Joy Lori SimarPruco Securities, LLC.MML Investors Services, LLC12-17-2018
Ronald Michael ChapotonPruco Securities, LLC.MML Investors Services, LLC11-20-2018
Patrick Williamson EvansPruco Securities, LLC.MML Investors Services, LLC11-15-2018
Douglas Allen DetmerPruco Securities, LLC.MML Investors Services, LLC11-14-2018
Jeannie Temple MainlandPruco Securities, LLC.MML Investors Services, LLC10-18-2018
James Martin PogasicPruco Securities, LLC.MML Investors Services, LLC10-02-2018
Lee Kupono HayamotoPruco Securities, LLC.MML Investors Services, LLC09-20-2018
Orville Frank Mohler Jr.Pruco Securities, LLC.MML Investors Services, LLC09-10-2018
Paul N. LekousisPruco Securities, LLC.MML Investors Services, LLC09-05-2018
Marguerite N DanielsPruco Securities, LLC.MML Investors Services, LLC$23008-23-2018
Joseph Marcelo CarrPruco Securities, LLC.MML Investors Services, LLC$15007-03-2018
Kevin Charles KlugePruco Securities, LLC.MML Investors Services, LLC$5006-28-2018
Alon ZakPruco Securities, LLC.MML Investors Services, LLC06-28-2018
Andrew Binh VuPruco Securities, LLC.MML Investors Services, LLC06-26-2018
Allan Brett ZuckerPruco Securities, LLC.MML Investors Services, LLC06-14-2018
Christopher M. WilliamsPruco Securities, LLC.MML Investors Services, LLC06-07-2018
David MitterPruco Securities, LLC.MML Investors Services, LLC05-30-2018
John T ChasePruco Securities, LLC.MML Investors Services, LLC05-22-2018
Damon Jerome DrewPruco Securities, LLC.MML Investors Services, LLC$5005-16-2018
Olga Lidia DevaluePruco Securities, LLC.MML Investors Services, LLC$15005-09-2018
Jeremy Warren AndrackePruco Securities, LLC.MML Investors Services, LLC04-30-2018
Jonathan Luke MeadorPruco Securities, LLC.MML Investors Services, LLC04-04-2018
Kevin KrusePruco Securities, LLC.MML Investors Services, LLC03-30-2018
Vernon L. OrrPruco Securities, LLC.MML Investors Services, LLC03-08-2018
Linda Rae LoringPruco Securities, LLC.MML Investors Services, LLC$1002-27-2018
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Showing 1 to 25 of 33 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.