Advisers on the Move

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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Billy Wayne ClementsTitan SecuritiesCetera Advisor Networks LLC$24003-11-2019
Bonnie Lynn RobinsonAvantax Investment Services, Inc.Cetera Advisor Networks LLC01-08-2009
Bradford Jude SylveDFW Wealthcare Advisors, LLCCetera Advisor Networks LLC08-28-2017
Brannon Lee JolleyAvantax Investment Services, Inc.Cetera Advisor Networks LLC06-24-2011
Carl Anthony CaitoLPL Financial LLCCetera Advisor Networks LLC09-08-2014
Carolyn Sue WilliamsCambridge Investment Research, Inc.Cetera Advisor Networks LLC$25001-04-2010
Charles Rogers FlournoyLPL Financial LLCCetera Advisor Networks LLC$15011-19-2012
Christopher R. MohringUnited Capital Financial AdvisersCetera Advisor Networks LLC03-06-2019
Dana Bruce DavidsonHilltop Securities Independent Network Inc.Cetera Advisor Networks LLC$10012-07-2018
Daniel Emmett MaloneKestra Investment Services, LLCCetera Advisor Networks LLC10-18-2018
David Jason DuggerKestra Investment Services, LLCCetera Advisor Networks LLC$15010-18-2018
David Stanley LawrenceAmeriprise Financial Services, Inc.Cetera Advisor Networks LLC$11008-25-2017
Edward J. JaaxOne Advocate GroupCetera Advisor Networks LLC03-19-2018
Erin Danielle NeecePersonal Capital Advisors CorporationCetera Advisor Networks LLC12-05-2018
Francis A. SnyderFortune Financial Services, Inc.Cetera Advisor Networks LLC$10010-03-2019
Grant Daniel PodsednikLPL Financial LLCCetera Advisor Networks LLC01-30-2018
Hannah Joy MooreGuiding Wealth, LLCCetera Advisor Networks LLC03-20-2015
James Hampton WestbrooksKestra Investment Services, LLCCetera Advisor Networks LLC$25010-18-2018
Jeffery Wayne KestingCambridge Investment Research, Inc.Cetera Advisor Networks LLC$10006-14-2018
Jessica Ann PlemonsAvantax Investment Services, Inc.Cetera Advisor Networks LLC03-28-2012
Jonathan Phillip LopezSecurities America, Inc.Cetera Advisor Networks LLC03-03-2017
Kyle Michael RainwaterNational Securities CorporationCetera Advisor Networks LLC08-06-2019
Michael Andrew CoelhoSageview Advisory Group, LLCCetera Advisor Networks LLC04-19-2012
Michael Hampton WestbrooksKestra Investment Services, LLCCetera Advisor Networks LLC$15010-18-2018
Michael Otto KurzOverShareCetera Advisor Networks LLC03-01-2019
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Showing 1 to 25 of 43 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.

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