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.

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Recruiting Scoreboard (Q4 2020)

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Kyle Charles GardnerLPL Financial LLCCetera Advisor Networks LLC12-02-2019
Joan M RoddyRaymond James Financial Services, Inc.Cetera Advisor Networks LLC10-25-2019
Gregory John LednickyRaymond James Financial Services, Inc.Cetera Advisor Networks LLC10-25-2019
Stacie Renae NemetzNR Smith & Associates, P.S.Cetera Advisor Networks LLC09-17-2019
Dennis John BeaulieuCUNA Brokerage Services, Inc.Cetera Advisor Networks LLC05-03-2019
Gary Lee MeagherLPL Financial LLCCetera Advisor Networks LLC12-12-2018
James Richard JacksonLPL Financial LLCCetera Advisor Networks LLC12-05-2018
Elizabeth A RameyMarsJewett Financial GroupCetera Advisor Networks LLC07-16-2018
Brian Glenn MarsMarsJewett Financial GroupCetera Advisor Networks LLC07-16-2018
Blaine Robbi CarverMarsJewett Financial GroupCetera Advisor Networks LLC07-16-2018
David Clyde BartonLPL Financial LLCCetera Advisor Networks LLC06-28-2018
R Douglas CollierLPL Financial LLCCetera Advisor Networks LLC06-28-2018
Brian Richard BronkLPL Financial LLCCetera Advisor Networks LLC06-28-2018
James Edward GarrisonKMS Financial Services, Inc.Cetera Advisor Networks LLC10-26-2017
Lance Lynn AltheideAmerican Independent Securities Group, LLCCetera Advisor Networks LLC11-03-2016
Thomas Edmund DeichertCommonwealth Financial NetworkCetera Advisor Networks LLC05-02-2016
Christina Ranae SchwindCUSO Financial Services, L.P.Cetera Advisor Networks LLC03-16-2016
Timothy E ReichsteinCUSO Financial Services, L.P.Cetera Advisor Networks LLC11-18-2015
Michael James KeeverAmeriprise Financial Services, LLCCetera Advisor Networks LLC02-14-2014
Michelle Kay DemandLPL Financial LLCCetera Advisor Networks LLC02-01-2013
Kathryn Sue WilsonKMS Financial Services, Inc.Cetera Advisor Networks LLC10-20-2011
David LeeOppenheimer & Co. Inc.Cetera Advisor Networks LLC$1301-09-2013
Brian Rene TorgersonRaymond James Financial Services, Inc.Cetera Advisor Networks LLC$2510-25-2019
William Barnard HanafordLPL Financial LLCCetera Advisor Networks LLC$2512-05-2018
Eric Stuart MacleanKMS Financial Services, Inc.Cetera Advisor Networks LLC$2509-22-2017
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Showing 1 to 25 of 37 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.