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
Alexander Seiji PotterCambridge Investment Research, Inc.MML Investors Services, LLC08-08-2017
Brian Scott DudaCambridge Investment Research, Inc.MML Investors Services, LLC$5005-09-2017
David B. GrafCambridge Investment Research, Inc.MML Investors Services, LLC$1505-08-2017
Thomas Leonard BraciakCambridge Investment Research, Inc.MML Investors Services, LLC$1002-06-2017
Bradley David FathCambridge Investment Research, Inc.MML Investors Services, LLC$1004-26-2011
Todd Kenneth CsernaiCambridge Investment Research, Inc.MML Investors Services, LLC04-26-2011
Thomas Michael TaciaCambridge Investment Research, Inc.MML Investors Services, LLC04-26-2011
Ryan William HallCentaurus Financial, Inc.MML Investors Services, LLC05-01-2017
Peter Anthony FinchCommonwealth Financial NetworkMML Investors Services, LLC06-26-2015
Marc D. LivernoisCUNA Brokerage Services, Inc.MML Investors Services, LLC05-19-2015
Shaun Michael FischerCUSO Financial Services, L.P.MML Investors Services, LLC08-13-2018
Kurt Ryan DavisEquity Services, Inc.MML Investors Services, LLC06-20-2019
Fady Gabriel NahhasFarmers Financial Solutions, LLCMML Investors Services, LLC10-04-2016
Eva Praeger FreedInnovation Partners LLCMML Investors Services, LLC$3304-28-2017
Brian CvetkovskiInnovation Partners LLCMML Investors Services, LLC04-28-2017
Gail Ann WhiteInnovation Partners LLCMML Investors Services, LLC06-02-2014
Phil Andrews IILPL Financial LLCMML Investors Services, LLC11-30-2017
Christopher John BattisteLPL Financial LLCMML Investors Services, LLC06-01-2012
Deborah Jean RenshawMorgan StanleyMML Investors Services, LLC11-14-2016
Christian Jeffrey GuellaMutual Securities, Inc.MML Investors Services, LLC06-17-2019
Shane Winger RobbinsNorthwestern Mutual Investment Services, LLCMML Investors Services, LLC07-12-2017
Jason Thomas GrantPNC InvestmentsMML Investors Services, LLC06-19-2018
Andrew C. PsilisPNC InvestmentsMML Investors Services, LLC01-09-2012
Lori Kay BebeePruco Securities, LLC.MML Investors Services, LLC01-28-2019
Douglas Allen DetmerPruco Securities, LLC.MML Investors Services, LLC11-14-2018
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Showing 1 to 25 of 42 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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