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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jared Edward HoffmasterCetera Investment Advisers LLCCetera Investment Services LLC01-21-2014
Judith Elaine McDonaldCetera Investment Advisers LLCCetera Investment Services LLC01-21-2014
Howard Hao-Chung HsiehCetera Investment Advisers LLCCetera Investment Services LLC01-21-2014
Kerrie A. CobbCetera Investment Advisers LLCCetera Investment Services LLC01-21-2014
David Wayne HammerCetera Investment Advisers LLCCetera Investment Services LLC01-21-2014
Darrin Alexander SalgeCetera Investment Advisers LLCCetera Investment Services LLC01-21-2014
Lorie Ann GarwoodCetera Investment Advisers LLCCetera Investment Services LLC01-21-2014
David Lawrence Preston SharpsCetera Investment Advisers LLCCetera Investment Services LLC01-21-2014
Bradley Troy LessmanCetera Investment Advisers LLCCetera Investment Services LLC01-21-2014
Kelly Monroe AndersonCetera Investment Advisers LLCCetera Investment Services LLC01-21-2014
Brandon Christopher WilliamsCetera Investment Advisers LLCCetera Investment Services LLC01-21-2014
Arnold Daniel LamproeCetera Investment Advisers LLCCetera Investment Services LLC01-21-2014
Jennifer Renae SolisCetera Investment Advisers LLCCetera Investment Services LLC01-21-2014
Timothy Howard OwingsCetera Investment Advisers LLCCetera Investment Services LLC01-21-2014
Ryan D NastCetera Investment Advisers LLCCetera Investment Services LLC01-21-2014
Ivan J. CenCetera Investment Advisers LLCCetera Investment Services LLC01-21-2014
Thomas B. HuftonCetera Investment Advisers LLCCetera Investment Services LLC01-21-2014
Adriane Marie SasakiCetera Investment Advisers LLCCetera Investment Services LLC01-21-2014
Jimmy Ray McDanielCetera Investment Advisers LLCCetera Investment Services LLC01-21-2014
Brooke Christen BakerCetera Investment Advisers LLCCetera Investment Services LLC01-21-2014
Aaron J. RigdonCetera Investment Advisers LLCCetera Investment Services LLC01-21-2014
Wesley Daniel StewartCetera Investment Advisers LLCCetera Investment Services LLC01-21-2014
Chase K. FrostCetera Investment Advisers LLCCetera Investment Services LLC01-21-2014
Jian Cheng LiCetera Investment Advisers LLCCetera Investment Services LLC01-21-2014
Justin Lee ChildressCetera Investment Advisers LLCCetera Investment Services LLC01-21-2014
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Showing 151 to 175 of 182 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.

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