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
Kent Edmund SipeAllstate Financial Services, LLCPruco Securities, LLC.01-08-2019
Adam M. NollAllstate Financial Services, LLCPruco Securities, LLC.11-09-2018
Michelle Sarah MeeganAmeriprise Financial Services, LLCPruco Securities, LLC.11-09-2018
Amanda Leigh TabachnickAmeriprise Financial Services, LLCPruco Securities, LLC.$1010-19-2018
Jonathan James DiricoAmeriprise Financial Services, LLCPruco Securities, LLC.10-19-2018
Michael Alan PowellAmeritas Investment Company, LLCPruco Securities, LLC.11-28-2018
Ramses LosierBrokers International Financial Services, LLC.Pruco Securities, LLC.01-02-2019
Aaron Matthew VerdileCadaret, Grant & Co., Inc.Pruco Securities, LLC.11-05-2018
Christopher Anthony DanielsCadinha & Co LLCPruco Securities, LLC.12-17-2018
Larry James Miranda IIICrown Capital Securities, L.P.Pruco Securities, LLC.11-06-2018
Ryan A BeauregardEdward JonesPruco Securities, LLC.12-07-2018
Sean GerlinEnvision Financial Services & Asset ManagementPruco Securities, LLC.$1010-31-2018
Gregory Paul KauschEquity Services, Inc.Pruco Securities, LLC.11-07-2018
Glenn Andrew Perry Jr.Fidelity Brokerage Services LLCPruco Securities, LLC.11-29-2018
Bridget ChambersFidelity Brokerage Services LLCPruco Securities, LLC.10-17-2018
Robin Renee WoodellHornor, Townsend & Kent, LLCPruco Securities, LLC.10-22-2018
Goran SoldoJ.P. Morgan Securities LLCPruco Securities, LLC.11-02-2018
Stephen HumphreyLincoln InvestmentPruco Securities, LLC.01-09-2019
Fritz Marckenzy JulesMerrill Lynch, Pierce, Fenner & Smith IncorporatedPruco Securities, LLC.12-20-2018
Raimondo Salvatore FeudaleMerrill Lynch, Pierce, Fenner & Smith IncorporatedPruco Securities, LLC.11-08-2018
Ryan Gabriel ScheidermanMerrill Lynch, Pierce, Fenner & Smith IncorporatedPruco Securities, LLC.10-22-2018
Jonathon Whitacre SanningMML Investors Services, LLCPruco Securities, LLC.01-11-2019
Michael Richard DavisMML Investors Services, LLCPruco Securities, LLC.01-08-2019
Dillon M. SmithMML Investors Services, LLCPruco Securities, LLC.01-08-2019
Paden DallasMML Investors Services, LLCPruco Securities, LLC.01-08-2019
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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.