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
Joshua David NeaseNext Financial Group, Inc.Infinex Investments, Inc.01-10-2019
Rickey Taylor WomackSt. Bernard Financial Services, Inc.Securities Management & Research, Inc.01-07-2019
Barbara C McDanielArvest Wealth ManagementCalton & Associates, Inc.01-04-2019
Scott Andrew FraserInfinex Investments, Inc.Raymond James Financial Services, Inc.01-03-2019
Kyle Christopher WilsonSt. Bernard Financial Services, Inc.Farmers Financial Solutions, LLC01-02-2019
Serena Scherrey SmithMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC12-21-2018
Andrew Glenn AdamsArvest Wealth ManagementCetera Investment Services LLC12-19-2018
Michael Brandon StalcupCabana Asset ManagementMAGANN CAPTIAL CORP.12-19-2018
Robert Gregory HubbardCetera Investment Services LLCVALIC Financial Advisors, Inc.12-17-2018
Frederick William MillerFamily Legacy PlanningAE Wealth Management, LLC12-17-2018
David Lawrence MandelblattGarrett Investment Advisors, LLCWEALTHPROTECT ADVISORS, LLC12-14-2018
Christopher Mark MagannCabana Asset ManagementMAGANN CAPTIAL CORP.12-13-2018
Edward Paul AtkinsSt. Bernard Financial Services, Inc.Cetera Advisor Networks LLC$1001-02-2019
Timothy Dale RidgeCabana Asset ManagementSagePoint Financial, Inc.$2512-13-2018
Stephen R. StanleyTD Ameritrade Investment Management, LLCMorgan Stanley$5001-02-2019

Showing 1 to 15 of 15 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.