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
Brian James ColemanInfinex Investments, Inc.PlanMember Securities Corporation01-11-2019
Antonio J EstevesInfinex Investments, Inc.Citizens Securities, Inc.01-09-2019
Christopher R. PerkinsInfinex Investments, Inc.Wells Fargo Clearing Services, LLC01-08-2019
Ryan James AndertInfinex Investments, Inc.Alerus Securities Corporation01-07-2019
Scott Andrew FraserInfinex Investments, Inc.Raymond James Financial Services, Inc.01-03-2019
Julie Anne BramlittInfinex Investments, Inc.Cetera Financial Specialists LLC01-02-2019
Amy Sue PriceInfinex Investments, Inc.The Huntington Investment Company01-02-2019
Tiffany R. GuittapInfinex Investments, Inc.WesBanco Securities, Inc.01-02-2019
Brianna Marie GoodenInfinex Investments, Inc.Wells Fargo Clearing Services, LLC01-02-2019
Danielle Marie ThompsonInfinex Investments, Inc.Wells Fargo Clearing Services, LLC12-21-2018
Nathan Dean SchmiegeInfinex Investments, Inc.Wells Fargo Clearing Services, LLC12-19-2018
Rebecca Jean ChartierInfinex Investments, Inc.Wells Fargo Clearing Services, LLC12-19-2018
Marrisa Michelle TaylorInfinex Investments, Inc.Wells Fargo Clearing Services, LLC12-18-2018
Mark Ronald DalbowInfinex Investments, Inc.NYLIFE Securities LLC12-14-2018
Susan PeyretInfinex Investments, Inc.CUSO Financial Services, L.P.12-13-2018
Mark Raymond VidaInfinex Investments, Inc.Investmark Advisory Group LLC$25001-07-2019

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.