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
Daniel Charles Southworth Jr.Arete Wealth Management, LLCCetera Advisor Networks LLC05-15-2020
Norman Daniel Townsend IIIRaymond James & Associates, Inc.Fidelity Personal And Workplace Advisors$5005-15-2020
Justin Kyle McIntyreNPB Financial Group, LLCMorgan Stanley05-15-2020
Justin Matthew RebmanAmeriprise Financial Services, LLCNorthwestern Mutual Investment Services, LLC$105-15-2020
Dennis Charles JacksonLPL Financial LLCSecurities America Advisors, Inc.05-15-2020
Zach Michael BromleyLPL Financial LLCWells Fargo Clearing Services, LLC$15005-15-2020
Jordan Charles GreenRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC05-15-2020
Jeffrey Lloyd ShereskyRBC Capital Markets, LLCMorgan Stanley05-14-2020
Jeffrey Christopher SamsenRBC Capital Markets, LLCMorgan Stanley$15005-14-2020
David James MetzgerLPL Financial LLCSecurities America, Inc.05-14-2020
Anthony Lee Van KeurenLPL Financial LLCSecurities America, Inc.05-14-2020
Vernon Terrell Kalmbach Jr.LPL Financial LLCCetera Investment Advisers LLC$10005-13-2020
Jenifer GilchristLPL Financial LLCCetera Investment Advisers LLC$5005-13-2020
Sandra Lee WalshLPL Financial LLCCetera Investment Services LLC$5005-13-2020
Jane Marie MathewsLPL Financial LLCCetera Investment Services LLC$5005-13-2020
John Delaney FosterLPL Financial LLCCetera Investment Services LLC05-13-2020
Todd Sherman GautreauxLPL Financial LLCCetera Investment Services LLC05-13-2020
William W. Meyers Jr.Commonwealth Financial NetworkH.D. Vest Investment Services05-13-2020
Richard Paul MorrowLPL Financial LLCSagePoint Financial, Inc.05-13-2020
Glenn William GallowayLPL Financial LLCLincoln Financial Advisors Corporation05-13-2020
Natali B BohmSecurities America, Inc.Voya Financial Advisors, Inc.05-13-2020
Mark William ChamberlainCapFinancial Securities, LLC.First Allied Securities, Inc.$50005-12-2020
Kirk Lewis FutrellCapFinancial Securities, LLC.First Allied Securities, Inc.$15005-12-2020
Timothy James VerschureCapFinancial Securities, LLC.First Allied Securities, Inc.05-12-2020
Nicholas WaldingCapFinancial Securities, LLC.First Allied Securities, Inc.$10005-12-2020
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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.