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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Allen Earl RobertsonSecurities America, Inc.Cetera Advisor Networks LLC$10007-24-2009
Amanda Hadley HarrelsonSecurities America, Inc.Cetera Advisor Networks LLC$25010-24-2019
Andrea Lynn WillisSecurities America, Inc.Cetera Advisor Networks LLC07-21-2016
Andrew Einar SwansonSecurities America, Inc.Cetera Advisor Networks LLC06-15-2009
Andrew George PalomoSecurities America, Inc.Cetera Advisor Networks LLC$25008-02-2019
Anthony Lawrence SafferSecurities America, Inc.Cetera Advisor Networks LLC$50004-30-2014
April D. WallaceSecurities America, Inc.Cetera Advisor Networks LLC$10010-02-2019
Audrey Ellen ColemanSecurities America, Inc.Cetera Advisor Networks LLC$50004-30-2014
Barb Vavruska FishSecurities America, Inc.Cetera Advisor Networks LLC$10010-13-2010
Betsy J. MerrittSecurities America, Inc.Cetera Advisor Networks LLC$93012-15-2016
Brett Patrick WelchSecurities America, Inc.Cetera Advisor Networks LLC11-09-2016
Brian Jacob WellsSecurities America, Inc.Cetera Advisor Networks LLC$10008-31-2017
Cammie D SorensenSecurities America, Inc.Cetera Advisor Networks LLC11-09-2016
Christopher Raymond JaegerSecurities America, Inc.Cetera Advisor Networks LLC$10006-25-2009
Daniel Warren HodgesSecurities America, Inc.Cetera Advisor Networks LLC$25010-21-2019
David Dale NelsonSecurities America, Inc.Cetera Advisor Networks LLC$10009-04-2009
David Joseph PearlSecurities America, Inc.Cetera Advisor Networks LLC02-10-2012
David Kenneth SorensenSecurities America, Inc.Cetera Advisor Networks LLC$50011-09-2016
David Samuel LicarySecurities America, Inc.Cetera Advisor Networks LLC11-09-2016
Donald Alan BeemSecurities America, Inc.Cetera Advisor Networks LLC$25007-10-2009
Duane Michael LudewigSecurities America, Inc.Cetera Advisor Networks LLC$50007-31-2009
Edwin HeckerSecurities America, Inc.Cetera Advisor Networks LLC12-07-2016
Gary Lavern CockeramSecurities America, Inc.Cetera Advisor Networks LLC11-09-2016
Gina Marie DuryeaSecurities America, Inc.Cetera Advisor Networks LLC06-22-2016
Holly Ann GrubaSecurities America, Inc.Cetera Advisor Networks LLC10-29-2015
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Showing 1 to 25 of 52 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.