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Advisers on the Move

Track the latest teams of advisers and brokers who are changing firms and view recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

For production and additional details, click on adviser(s) name for full profile.

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jerome RepovzSummit Brokerage ServicesSecurities America$5504-03-2013
Tom GoodsonSagePoint FinancialSecurities America$20002-02-2012
Anton BayerLPL FinancialSecurities America$11511-28-2011
Gordon H. Porter, Louis J. LeyesCambridge Investment ResearchSecurities America$8309-14-2011
Eric PetersonCommonwealth Financial NetworkSecurities America$7509-06-2011
Chuck OlsenCommonwealth Financial NetworkSecurities America$25009-06-2011
Brian FischerCommonwealth Financial NetworkSecurities America$40009-06-2011
Bobby WhiteLPL FinancialSecurities America$008-10-2011
Donald PatrickLPL FinancialSecurities America$008-10-2011
Thomas J. HineCommonwealth Financial NetworkSecurities America$12007-25-2011
Richard TonkinsonCommonwealth Financial NetworkSecurities America$20007-25-2011
John L. SmallwoodCommonwealth Financial NetworkSecurities America$10007-25-2011
Henry Livingston, Ryan McClellandJ.W. Cole FinancialSecurities America$5004-20-2011
Lewis PasquinSummit Brokerage ServicesSecurities America$3502-18-2010

Showing 1 to 14 of 14 entries

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Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.