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
Carlo T. DuranAllstate Financial Services, LLCLPL Financial LLC07-20-2015
Robert Anthony StudniarzAmerican Portfolios Financial Services, Inc.LPL Financial LLC08-30-2019
James Edward StefanoffAmeriprise Financial Services, Inc.LPL Financial LLC$5009-23-2011
John Calvin Barber Jr.Ameritas Investment Corp.LPL Financial LLC$2506-03-2019
Walter English MooreAppaloosa Wealth Management LLCLPL Financial LLC01-31-2014
Robert Thomas DeitrickCadaret, Grant & Co., Inc.LPL Financial LLC$2502-12-2010
Steven MorganCadaret, Grant & Co., Inc.LPL Financial LLC02-12-2010
Joseph Patrick CallahanCallahan FinancialLPL Financial LLC04-01-2016
Tina Marie NofzingerCambridge Investment Research, Inc.LPL Financial LLC06-18-2019
Zel Edward BushCambridge Investment Research, Inc.LPL Financial LLC05-16-2018
Phillip M. GareyCambridge Investment Research, Inc.LPL Financial LLC10-25-2016
John Raymond SchableinCambridge Investment Research, Inc.LPL Financial LLC$1011-17-2015
Scott Charles PetranekCambridge Investment Research, Inc.LPL Financial LLC$1011-17-2015
Michael Allen Curley Sr.Cambridge Investment Research, Inc.LPL Financial LLC11-17-2015
Matthew Garrett EdmistonCambridge Investment Research, Inc.LPL Financial LLC11-17-2015
Leo John BroermanCambridge Investment Research, Inc.LPL Financial LLC05-13-2015
Joshua C. StrouseCambridge Investment Research, Inc.LPL Financial LLC$2501-02-2015
Dennis John IboldCentaurus Financial, Inc.LPL Financial LLC03-22-2016
David Joseph SchmerberCetera Advisors LLCLPL Financial LLC$1002-08-2017
Michael Don KuglerCetera Advisors LLCLPL Financial LLC11-18-2011
Brian Thomas MillsCetera Advisors LLCLPL Financial LLC11-18-2010
Glenn Mitchell CantorCetera Investment Services LLCLPL Financial LLC12-06-2016
Audrey Lynn PryorCetera Investment Services LLCLPL Financial LLC02-12-2014
Desiree Ann CrucigerCetera Investment Services LLCLPL Financial LLC$2502-11-2014
Antonio F. CibellaCetera Investment Services LLCLPL Financial LLC02-11-2014
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Showing 1 to 25 of 109 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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