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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adam Joshua PaganettiAllstate Financial Services, LLCPFS Investments Inc.05-25-2018
Ann Marie J. George MedfordPFS Investments Inc.PFS Investments Inc.08-20-2018
Deon Anthony ScottPFS Investments Inc.PFS Investments Inc.01-16-2018
Garfield Lambert GrayPFS Investments Inc.PFS Investments Inc.02-22-2018
Glenn James MillerAXA Advisors, LLCPFS Investments Inc.09-06-2018
Joseph C. PicarelloTIAA-CREF Individual & Institutional Services, LLCPFS Investments Inc.07-03-2018
Matthew Nicholas DicarloPFS Investments Inc.PFS Investments Inc.02-09-2018
Melissa BubbPFS Investments Inc.PFS Investments Inc.01-11-2018
Michael Dennis LanutoAmeriprise Financial Services, LLCPFS Investments Inc.10-29-2018
Michael Thomas FredaPFS Investments Inc.PFS Investments Inc.10-12-2018
Patrick Pryce-LattyJ.P. Morgan Securities LLCPFS Investments Inc.11-08-2018
Robert Anddrew GootJ.P. Morgan Securities LLCPFS Investments Inc.06-08-2018
Sarbjit KaurJ.P. Morgan Securities LLCPFS Investments Inc.11-28-2018
Wayne Joseph GrossLeigh Baldwin & Co., LLCPFS Investments Inc.02-07-2018
Xinhua MaoAXA Advisors, LLCPFS Investments Inc.01-31-2018
Xue MillerAXA Advisors, LLCPFS Investments Inc.$2508-17-2018

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.