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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Scott Donald SeymourCommonwealth Financial NetworkCetera Advisor Networks LLC10-25-2019
Iris M ConnerCommonwealth Financial NetworkCetera Advisor Networks LLC01-03-2019
Anthony VelosoCommonwealth Financial NetworkCetera Advisor Networks LLC06-01-2018
Lawrence Steven WagnerCommonwealth Financial NetworkCetera Advisor Networks LLC$12404-02-2018
Dennis Vincent ClavinCommonwealth Financial NetworkCetera Advisor Networks LLC$5006-01-2016
David Glenn GarbergCommonwealth Financial NetworkCetera Advisor Networks LLC$5006-01-2016
Ronald Jacob ScharerCommonwealth Financial NetworkCetera Advisor Networks LLC$10005-25-2016
Rodney Charles FairchildCommonwealth Financial NetworkCetera Advisor Networks LLC$2505-25-2016
Scott Alan CrawfordCommonwealth Financial NetworkCetera Advisor Networks LLC$1005-25-2016
Danielle M. LandonCommonwealth Financial NetworkCetera Advisor Networks LLC05-25-2016
Thomas Edmund DeichertCommonwealth Financial NetworkCetera Advisor Networks LLC05-02-2016
Peter Kenneth GawrelukCommonwealth Financial NetworkCetera Advisor Networks LLC06-01-2015
Chloe Kathryn BrielCommonwealth Financial NetworkCetera Advisor Networks LLC03-23-2015
Norman Richard DuponCommonwealth Financial NetworkCetera Advisor Networks LLC$10011-01-2013
Sean Alex MontgomeryCommonwealth Financial NetworkCetera Advisor Networks LLC11-01-2013
Theresa Mary Christine MahoneyCommonwealth Financial NetworkCetera Advisor Networks LLC11-01-2013
Joel Seth GreenwaldCommonwealth Financial NetworkCetera Advisor Networks LLC$5008-01-2012
Michael James BakerCommonwealth Financial NetworkCetera Advisor Networks LLC$2509-21-2011
Shawn David BrunnerCommonwealth Financial NetworkCetera Advisor Networks LLC09-21-2011
Jamie Lynn DirenzoCommonwealth Financial NetworkCetera Advisor Networks LLC12-07-2010
William Lloyd MixdorfCommonwealth Financial NetworkCetera Advisor Networks LLC$5001-29-2010
David William PowellCommonwealth Financial NetworkCetera Advisor Networks LLC$5001-05-2010
Gustavo Ramirez Zarate Jr.Commonwealth Financial NetworkCetera Advisor Networks LLC01-04-2010
Charles Ronald EvansCommonwealth Financial NetworkCetera Advisor Networks LLC11-06-2009
Hattie Horn EvansCommonwealth Financial NetworkCetera Advisor Networks LLC11-06-2009
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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.