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
Allison Barnard MontgomeryLPL Financial LLCCetera Investment Services LLC$25011-05-2013
April Leclerc DepaolaBBVA Securities Inc.Cetera Investment Services LLC09-09-2015
Avery Dean JacobsLPL Financial LLCCetera Investment Services LLC$25011-05-2013
Chadwick Blair ShullLPL Financial LLCCetera Investment Services LLC11-05-2013
Charles Franklin BrownLPL Financial LLCCetera Investment Services LLC$55009-09-2013
Eric T. KingLPL Financial LLCCetera Investment Services LLC10-16-2017
George Isbell O'RearBBVA Securities Inc.Cetera Investment Services LLC10-22-2019
Heidi Cluff HebertProEquities, Inc.Cetera Investment Services LLC$10009-14-2018
James Anthony BrewerLPL Financial LLCCetera Investment Services LLC$10011-05-2013
Jenny Gyurova HiteRaymond James & Associates, Inc.Cetera Investment Services LLC10-15-2018
Jo Ellen GreenwellCambridge Investment Research, Inc.Cetera Investment Services LLC01-16-2018
Joe Cephus Colvin Jr.Allstate Financial Services, LLCCetera Investment Services LLC10-02-2012
JOHN QUINCY AKINSCenter Street Securities, Inc.Cetera Investment Services LLC06-12-2018
Jonathan Eugene AndersonLPL Financial LLCCetera Investment Services LLC11-01-2013
Joseph Elias AnthonyUBS Financial Services Inc.Cetera Investment Services LLC08-29-2014
Joseph Robert ProkopTD Ameritrade Investment Management, LLCCetera Investment Services LLC12-01-2017
Joshua Steven DailyLPL Financial LLCCetera Investment Services LLC02-03-2020
Kevin James GrotlischPNC InvestmentsCetera Investment Services LLC11-01-2017
Kristie L PassavantLPL Financial LLCCetera Investment Services LLC11-11-2013
Lara W. BeeneLPL Financial LLCCetera Investment Services LLC$25011-05-2013
Lillian Benolia HendersonEdward JonesCetera Investment Services LLC12-08-2014
Matthew Stephen CowellLPL Financial LLCCetera Investment Services LLC$10007-09-2015
Michael Brennan HubbardProEquities, Inc.Cetera Investment Services LLC09-04-2018
Michael D. DavenportProEquities, Inc.Cetera Investment Services LLC07-22-2019
Mitchell Bryant OwensEdward JonesCetera Investment Services LLC$10007-17-2009
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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.