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
Brian Russell ArmogidaVoya Financial Advisors, Inc.Waddell & Reed$5207-20-2018
Patrick PiccirilliWells Fargo Clearing Services, LLCCitizens Securities, Inc.07-20-2018
Cary Larue KortzeRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$1,00007-19-2018
Michael Jay GefenFidelity Brokerage Services LLCNewbridge Securities Corporation07-18-2018
Laurence Edward GreeleyLPL Financial LLCFSC Securities Corporation07-16-2018
Timothy Mead BakerMetric Financial, LLCSymmetry Partners07-11-2018
Thomas Joseph CurtinCUNA Brokerage Services, Inc.LPL Financial LLC07-10-2018
Jenny D. BergeronLPL Financial LLCEdward Jones07-09-2018
Jared Kent MillerEdward JonesPeter R. Mack & Co., Inc.07-06-2018
Gregory Carleton MackoBuell Securities Corp.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5007-06-2018
Jeffrey Grant TuckerBOK Financial Securities, Inc.KeyBanc Capital Markets Inc.07-05-2018
Nathaniel Fields BurneBurne Financial Concepts, LLCCambridge Investment Research, Inc.07-03-2018
Richard Donald SklenkaLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$2507-02-2018
Christopher GrecoLPL Financial LLCJ.P. Morgan Securities LLC07-02-2018
Robert Edward ThistlewaiteCharles Schwab & Co., Inc.Strategic Advisers LLC06-22-2018
Tyler Nathan WestcottCapital Synergy PartnersPrincipal Securities, Inc.$1006-21-2018
Eileen Marie KeeganJanney Montgomery Scott LLCWells Fargo Clearing Services, LLC$5006-20-2018
Adrienne M. OsorioMorgan StanleyMorgan Stanley06-20-2018
Laurie Gerard GonthierLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-19-2018
Timothy Daniel StevensonDavid Lerner Associates, Inc.MML Investors Services, LLC$15006-18-2018
Joseph Anthony Cullen Jr.Ameriprise Financial Services, LLCJ.P. Morgan Securities LLC$5006-15-2018
Christopher Edward RuppRaymond James Financial Services, Inc.Morgan Stanley$10006-15-2018
Sean Matthew ScrabaRaymond James Financial Services, Inc.Morgan Stanley06-15-2018
Bradford J KidneyRaymond James Financial Services, Inc.Morgan Stanley$5006-15-2018
Patricia Denise BarringtonInvestacorp, Inc.National Securities Corporation$5006-14-2018
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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.