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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Elisabeth Davis Baldwin1st Global Capital Corp.Cetera Investment Services LLC$10010-23-2018
Jeffrey Philip Murry1st Global Capital Corp.Cetera Investment Services LLC03-31-2010
Nathan Loren GoebelAIS PlanningCetera Investment Services LLC02-09-2020
Steven Douglas StorkanAlerus Securities CorporationCetera Investment Services LLC$10004-05-2012
Kari Jean CedergrenAllodium Investment Consultants, LLCCetera Investment Services LLC01-22-2018
Tyler Ryan LiebermanAllstate Financial Services, LLCCetera Investment Services LLC02-06-2019
John Michael ClementsAllstate Financial Services, LLCCetera Investment Services LLC01-16-2018
Gregory Alan GranatoAllstate Financial Services, LLCCetera Investment Services LLC09-21-2017
Mark Edward ChachereAllstate Financial Services, LLCCetera Investment Services LLC08-18-2017
Casey S CopusAllstate Financial Services, LLCCetera Investment Services LLC07-05-2016
Rebecca Lynn TumultyAllstate Financial Services, LLCCetera Investment Services LLC06-24-2014
Joe Cephus Colvin Jr.Allstate Financial Services, LLCCetera Investment Services LLC10-02-2012
Katherine Kay HagmanAmeriprise Financial Services, LLCCetera Investment Services LLC03-03-2020
Eric Victor GravesAmeriprise Financial Services, LLCCetera Investment Services LLC01-03-2020
Patrick Michael BoranAmeriprise Financial Services, LLCCetera Investment Services LLC01-02-2020
Mary Aimee HillegasAmeriprise Financial Services, LLCCetera Investment Services LLC$15001-02-2020
Kai-Yuan HuAmeriprise Financial Services, LLCCetera Investment Services LLC05-09-2019
Kevin Jay O'ConnellAmeriprise Financial Services, LLCCetera Investment Services LLC08-24-2018
Julie Marie GurkowskiAmeriprise Financial Services, LLCCetera Investment Services LLC05-04-2018
Corey Robert WishniaAmeriprise Financial Services, LLCCetera Investment Services LLC12-26-2017
Rie ShojiAmeriprise Financial Services, LLCCetera Investment Services LLC11-08-2017
Jason Robert HoltAmeriprise Financial Services, LLCCetera Investment Services LLC02-05-2016
Scott Allan WilsonAmeriprise Financial Services, LLCCetera Investment Services LLC11-02-2015
Thomas Holden HenryAmeriprise Financial Services, LLCCetera Investment Services LLC12-19-2014
William Douglas Hicks Jr.Ameriprise Financial Services, LLCCetera Investment Services LLC12-05-2014
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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.