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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael Richard BellKMS Financial Services, Inc.MML Investors Services, LLC01-11-2019
Daniel ChisenaJ.P. Morgan Securities LLCMML Investors Services, LLC01-10-2019
Jonathan T. BensenOneAmerica Securities, Inc.MML Investors Services, LLC01-10-2019
David Lynn OwensMaia WealthMML Investors Services, LLC01-07-2019
Eugene Joseph ColliganTIAA-CREF Individual & Institutional Services, LLCMML Investors Services, LLC01-04-2019
John D. KennySavvy Investments & Planning LLCMML Investors Services, LLC01-03-2019
Kyle Duane MartinCommonwealth Financial NetworkMML Investors Services, LLC01-02-2019
Shafaq PresswalaFountainhead Capital Management, LLCMML Investors Services, LLC01-01-2019
Mark Edward HritzHornor, Townsend & Kent, LLCMML Investors Services, LLC12-27-2018
Samuel Michael ReedE*TRADE Securities LLCMML Investors Services, LLC12-24-2018
Timothy Lynn GloverPackerland Brokerage Services, Inc.MML Investors Services, LLC12-21-2018
Brandon Anthony WilliamsCitizens Securities, Inc.MML Investors Services, LLC12-19-2018
Michael Adam BornsteinPark Avenue Securities LLCMML Investors Services, LLC12-19-2018
Joseph Ifeng TingAXA Advisors, LLCMML Investors Services, LLC12-18-2018
Joy Lori SimarPruco Securities, LLC.MML Investors Services, LLC12-17-2018
Benjamin H. KoppVALIC Financial Advisors, Inc.MML Investors Services, LLC12-17-2018
Michael P. LaceyPark Avenue Securities LLCMML Investors Services, LLC12-17-2018
Noah Hunter ReichertLPL Financial LLCMML Investors Services, LLC12-14-2018
Tammy Bailey PaxtonHorter Investment Management, LLCMML Investors Services, LLC12-14-2018
Dawn Marie CobakMorgan StanleyMML Investors Services, LLC12-14-2018
Nicholas E OlmsteadPackerland Brokerage Services, Inc.MML Investors Services, LLC12-13-2018
Charles Anthony SamsJ.P. Morgan Securities LLCMML Investors Services, LLC12-12-2018
Chad T. MacklandLion Street Financial, LLCMML Investors Services, LLC12-12-2018
Daniel Alan ShepardAmeriprise Financial Services, LLCMML Investors Services, LLC12-11-2018
Matthew Michael McManusOptivest, Inc.MML Investors Services, LLC12-11-2018
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Showing 1 to 25 of 30 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.