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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Gregory M. GreeneBB&T Investment Services, Inc.Cetera Investment Services LLC04-03-2017
Gena Faye WolbrechtCetera Investment Services LLCCetera Investment Services LLC08-03-2017
Ronald Todd ProctorCharles Schwab & Co., Inc.Cetera Investment Services LLC$103-13-2014
James Daniel Landers Jr.Fidelity Brokerage Services LLCCetera Investment Services LLC$10010-14-2013
Robert Michael CookFifth Third Securities, Inc.Cetera Investment Services LLC10-11-2013
Leandro G. Christiano SilvaFirst Horizon Advisors, Inc.Cetera Investment Services LLC06-07-2018
Christopher S. GeeG.F. Investment Services, LLCCetera Investment Services LLC$1002-08-2017
Sidney L. RobinsonGWFS Equities, Inc.Cetera Investment Services LLC09-21-2015
Gena Faye WolbrechtLPL Financial LLCCetera Investment Services LLC01-03-2019
Tanya Jeanette Taylor-MummertLPL Financial LLCCetera Investment Services LLC08-29-2018
Kenneth Alan FordLPL Financial LLCCetera Investment Services LLC02-09-2015
Jody Dale PartinLPL Financial LLCCetera Investment Services LLC11-05-2013
Christopher Gavin BoldingMerrill Lynch, Pierce, Fenner & Smith IncorporatedCetera Investment Services LLC01-05-2018
Sean Taylor WilsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedCetera Investment Services LLC$2507-01-2016
Roland Earl Courtney IIIPatriot Investment Management Group IncCetera Investment Services LLC04-16-2018
Gregory Scott GriffithRaymond James Financial Services, Inc.Cetera Investment Services LLC$5001-17-2019
Douglas Wilson JonesRaymond James Financial Services, Inc.Cetera Investment Services LLC08-23-2016
David Michael BiggsRaymond James Financial Services, Inc.Cetera Investment Services LLC08-07-2015
Christopher Alan SheltonScottrade, Inc.Cetera Investment Services LLC10-13-2016
Adam Pierce KellySecurian Financial Services, Inc.Cetera Investment Services LLC09-02-2016
Jonathan Daniel SmalleySunTrust Investment Services, Inc.Cetera Investment Services LLC07-25-2016
Robert Michael Hebert Jr.SunTrust Investment Services, Inc.Cetera Investment Services LLC03-26-2015
Kevin Wayne WhiteTD Ameritrade Investment Management, LLCCetera Investment Services LLC08-09-2018
Joshua Smith GreerVALIC Financial Advisors, Inc.Cetera Investment Services LLC02-11-2020

Showing 1 to 24 of 24 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.