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
Frank Joseph VioliniBB&T Investment Services, Inc.Infinex Investments, Inc.01-11-2016
John Edward Murphy Jr.Cetera Advisor Networks LLCInfinex Investments, Inc.$10002-04-2019
Alicia June ShowalterCetera Advisor Networks LLCInfinex Investments, Inc.$10001-31-2019
Malcolm Roger ParksCetera Investment Services LLCInfinex Investments, Inc.$50009-13-2019
Brian A HummelCetera Investment Services LLCInfinex Investments, Inc.$15007-01-2019
Jacob Richard PriceCetera Investment Services LLCInfinex Investments, Inc.$10005-23-2018
Adam Matthew KearnsCetera Investment Services LLCInfinex Investments, Inc.11-01-2016
Robert Dale BodnarCetera Investment Services LLCInfinex Investments, Inc.$84010-17-2016
Dow William LindholmCetera Investment Services LLCInfinex Investments, Inc.$10002-11-2014
Jeffrey John MaryCitizens Securities, Inc.Infinex Investments, Inc.$50011-08-2017
Daniel William FuhrCitizens Securities, Inc.Infinex Investments, Inc.$50006-04-2015
John Trezza Jr.CUSO Financial Services, L.P.Infinex Investments, Inc.$15005-19-2010
Derrik Jordan BrownEnhancing Capital LLCInfinex Investments, Inc.07-06-2018
Mary Ruth WilsonJanney Montgomery Scott LLCInfinex Investments, Inc.$25005-23-2016
Dennis John KeyserKey Investment Services LLCInfinex Investments, Inc.$19012-12-2016
Vicki Ann KrempelsLPL Financial LLCInfinex Investments, Inc.$10004-10-2019
Michael Sean MoranLPL Financial LLCInfinex Investments, Inc.04-10-2019
Jerad Ryan RosendahlLPL Financial LLCInfinex Investments, Inc.03-06-2018
Mark Joseph ZakoskiLPL Financial LLCInfinex Investments, Inc.$50001-04-2016
Brian Sean ThorntonLPL Financial LLCInfinex Investments, Inc.01-04-2016
Vincent Michael Kubilus IIILPL Financial LLCInfinex Investments, Inc.01-04-2016
Michael David WebbM&T Securities, Inc.Infinex Investments, Inc.$50010-20-2016
Stephanie Lynn CondePNC InvestmentsInfinex Investments, Inc.$15002-24-2016
Justin Thomas De LucaPNC InvestmentsInfinex Investments, Inc.$10008-29-2012
John James OreillySignator Investors, Inc.Infinex Investments, Inc.$10006-07-2016
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Showing 1 to 25 of 27 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.


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