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
Markus Gracen ByrdAmeriprise Financial Services, LLCINVEST Financial Corporation05-10-2010
Linda Lee KnightonAvantax Investment Services, Inc.INVEST Financial Corporation12-22-2017
Eddie Wayne WhitfieldAvantax Investment Services, Inc.INVEST Financial Corporation12-13-2017
Ralph John FetrowCastleview Partners, LLCINVEST Financial Corporation$5001-13-2016
Richard Lynn HavardDominion Investor Services, Inc.INVEST Financial Corporation10-20-2017
Markus Gracen ByrdKestra Investment Services, LLCINVEST Financial Corporation02-21-2014
Marcella Kay FurneyLPL Financial LLCINVEST Financial Corporation$5006-16-2016
Alfred Jackie ChaneyLPL Financial LLCINVEST Financial Corporation10-23-2012
Erika Hernandez MarinLPL Financial LLCINVEST Financial Corporation10-22-2012
Brandon Craig IvyMerrill Lynch, Pierce, Fenner & Smith IncorporatedINVEST Financial Corporation04-04-2012
Brandon Keith MooreNext Financial Group, Inc.INVEST Financial Corporation11-01-2017
Michael Leonard Husak Jr.Next Financial Group, Inc.INVEST Financial Corporation02-18-2014
Gary GrayPFS Investments Inc.INVEST Financial Corporation11-13-2015
Joseph Dylan ThompsonSecurities America, Inc.INVEST Financial Corporation11-02-2017
Lonny Lee WintersSecurities America, Inc.INVEST Financial Corporation11-02-2017
Brent Wayne SikesTriad Advisors LLCINVEST Financial Corporation$1003-14-2013
James Brendahl WestwoodWFG Investments, Inc.INVEST Financial Corporation$2507-17-2015
Scott Christopher BradyWFG Investments, Inc.INVEST Financial Corporation05-18-2015
Jonathan Lee CohenWFG Investments, Inc.INVEST Financial Corporation$5005-15-2015
Stanley Cash CunninghamWoodbury Financial Services, Inc.INVEST Financial Corporation01-25-2018

Showing 1 to 20 of 20 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.