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
Bruce Alfred BoutaIfs SecuritiesCetera Advisor Networks LLC$5006-14-2019
David Allen HammFortune Financial Services, Inc.Cetera Advisor Networks LLC06-06-2019
Ira Gary ChernickNational Securities CorporationCetera Advisor Networks LLC$12105-31-2019
Billie J. VanlithJ.P. Morgan Securities LLCCetera Advisor Networks LLC$2505-28-2019
Patrick Joseph MoriartyFoundations Investment Advisors LLCCetera Advisor Networks LLC05-16-2019
Eddie Ray SnowRoyal Alliance Associates, Inc.Cetera Advisor Networks LLC05-14-2019
Donald Raymond SavagliaWoodbury Financial Services, Inc.Cetera Advisor Networks LLC05-09-2019
Crystal Rose SdanoWoodbury Financial Services, Inc.Cetera Advisor Networks LLC05-09-2019
Dennis John BeaulieuCUNA Brokerage Services, Inc.Cetera Advisor Networks LLC05-03-2019
David Kenneth JanusWells Fargo Clearing Services, LLCCetera Advisor Networks LLC04-16-2019
Robert Michael WellmanEdward JonesCetera Advisor Networks LLC$15004-15-2019
Thomas James EalyCetera Advisor Networks LLCCetera Advisor Networks LLC$15004-09-2019
Christopher Daniel ThomasUnited Capital Financial AdvisersCetera Advisor Networks LLC04-03-2019
Robert Allen YuUnited Capital Financial AdvisersCetera Advisor Networks LLC04-02-2019
Juord DurajVALIC Financial Advisors, Inc.Cetera Advisor Networks LLC03-26-2019
Shannon Renee BenishUnited Capital Management of Kansas, Inc.Cetera Advisor Networks LLC$5003-25-2019
Scott Hamilton BrineyCapital Advice, LLCCetera Advisor Networks LLC$5003-25-2019
Timothy BuchananNext Financial Group, Inc.Cetera Advisor Networks LLC03-22-2019
Ryan T. ChesterThe Leaders Group, Inc.Cetera Advisor Networks LLC03-21-2019
Brady Jake FullerB.O.S.S. Retirement Advisors, LLCCetera Advisor Networks LLC03-20-2019
Mackenzie Stephen ZajecAvantax Investment Services, Inc.Cetera Advisor Networks LLC03-18-2019

Showing 1 to 21 of 21 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.