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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adam Matthew KearnsLPL Financial LLCCetera Investment Services LLC01-04-2018
Alex Michael KneppLPL Financial LLCCetera Investment Services LLC$2510-06-2009
Allison Barnard MontgomeryLPL Financial LLCCetera Investment Services LLC$2511-05-2013
Amy J. GoeringLPL Financial LLCCetera Investment Services LLC09-27-2012
Andreas HessLPL Financial LLCCetera Investment Services LLC$2512-03-2010
Andrew David SchmitmeyerLPL Financial LLCCetera Investment Services LLC$10012-07-2017
Andrew Gerard StarostaLPL Financial LLCCetera Investment Services LLC10-17-2011
Andrew Lucas FinniganLPL Financial LLCCetera Investment Services LLC02-08-2011
Andrew Ross DraluckLPL Financial LLCCetera Investment Services LLC$5002-17-2016
Antonio F. CibellaLPL Financial LLCCetera Investment Services LLC10-14-2013
Arthur Anthony LaneveLPL Financial LLCCetera Investment Services LLC$10010-04-2017
Avery Dean JacobsLPL Financial LLCCetera Investment Services LLC11-05-2013
Barbara Ann CummingsLPL Financial LLCCetera Investment Services LLC10-04-2017
Beatrice Racquel CarrilloLPL Financial LLCCetera Investment Services LLC$1009-27-2019
Benjamin Dana HalpernLPL Financial LLCCetera Investment Services LLC$1009-16-2009
Benn Jacob SmithLPL Financial LLCCetera Investment Services LLC$1006-30-2015
Beverly Jeanette GainesLPL Financial LLCCetera Investment Services LLC$5002-21-2012
Bobby ThibodeauxLPL Financial LLCCetera Investment Services LLC05-15-2019
Bradley Ross ThompsonLPL Financial LLCCetera Investment Services LLC12-16-2009
Brent Erik CarlsonLPL Financial LLCCetera Investment Services LLC03-05-2013
Brian John KujawaLPL Financial LLCCetera Investment Services LLC01-06-2020
Brian Scott LiptakLPL Financial LLCCetera Investment Services LLC$5010-04-2017
Brian Scott McclearyLPL Financial LLCCetera Investment Services LLC04-30-2019
Catherine Mary DeutschLPL Financial LLCCetera Investment Services LLC06-19-2009
Cathleen Anne LucasLPL Financial LLCCetera Investment Services LLC$2311-29-2016
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Showing 1 to 25 of 236 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.