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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Peter Michael MickelsonCetera Advisor Networks LLCMML Investors Services, LLC$2502-25-2009
Michael Anthony BushCetera Advisors LLCMML Investors Services, LLC03-12-2018
Stephen Robert PhilpottCetera Advisors LLCMML Investors Services, LLC11-04-2014
Steven James Henderson IICetera Advisors LLCMML Investors Services, LLC08-13-2014
Daniel Joseph RudskiCetera Advisors LLCMML Investors Services, LLC01-28-2014
Paul Bernard CrouchCetera Financial Specialists LLCMML Investors Services, LLC$2506-21-2019
Larry Gene ZucksworthCetera Financial Specialists LLCMML Investors Services, LLC07-27-2018
Nimia Lactao PilapilCetera Financial Specialists LLCMML Investors Services, LLC06-26-2017
Grant A. SclafaniCetera Financial Specialists LLCMML Investors Services, LLC06-22-2016
Donald Robert Neild Jr.Cetera Financial Specialists LLCMML Investors Services, LLC10-05-2010
Jeff M. WilliamsCetera Investment Services LLCMML Investors Services, LLC06-09-2017
Ryan Whitfield SchultzCetera Investment Services LLCMML Investors Services, LLC$1010-23-2014
Leonard Lester NeislerCFD Investments, Inc.MML Investors Services, LLC$2506-25-2018
Matthew J. HoltCFD Investments, Inc.MML Investors Services, LLC12-19-2017
Jonathan Dunn CracraftCH Douglas & Gray Wealth ManagementMML Investors Services, LLC02-19-2015
John Lynn McCants Jr.Chelsea Financial ServicesMML Investors Services, LLC06-11-2018
Christopher M. DateCitigroup Global Markets Inc.MML Investors Services, LLC03-05-2019
Jimmy ButCitigroup Global Markets Inc.MML Investors Services, LLC10-24-2017
Christopher Walter EbleCitigroup Global Markets Inc.MML Investors Services, LLC06-08-2017
Nathan Randolph BaileyCitizens Securities, Inc.MML Investors Services, LLC02-26-2019
Jordan Reed BrammerCitizens Securities, Inc.MML Investors Services, LLC04-30-2018
Michael David HatemCitizens Securities, Inc.MML Investors Services, LLC04-30-2018
Christopher Robert DubeCitizens Securities, Inc.MML Investors Services, LLC01-14-2016
James Patrick DignamCitizens Securities, Inc.MML Investors Services, LLC06-03-2015
Marcel Gerard Robidas Jr.Citizens Securities, Inc.MML Investors Services, LLC05-12-2015
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Showing 226 to 250 of 1,088 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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