Advisers on the Move TEST

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
John Friedrich WenzIndependent Financial PartnersNRP Financial, Inc.03-15-2011
Charles Edd Holder IIIIndependent Financial PartnersNRP Financial, Inc.12-17-2010
Walter Dean Salyer IIIIndependent Financial PartnersNRP Financial, Inc.11-24-2010
Daniel ShapiroIndependent Financial PartnersNRP Financial, Inc.11-16-2010
Theodore Lee Steinkamp Jr.Independent Financial PartnersNRP Financial, Inc.11-09-2010
David Scott HindersteinIndependent Financial PartnersNRP Financial, Inc.11-08-2010
Robert Allen GoldsteinIndependent Financial PartnersNRP Financial, Inc.11-04-2010
David Bruce UtterIndependent Financial PartnersNRP Financial, Inc.$15011-01-2010
Anthony Michael FranchimoneIndependent Financial PartnersNRP Financial, Inc.$15010-29-2010
Larry Robert DeatherageIndependent Financial PartnersNRP Financial, Inc.$15010-29-2010
Sean Mitchell CiemiewiczIndependent Financial PartnersNRP Financial, Inc.$10010-29-2010
Saleah Terese HewittIndependent Financial PartnersNRP Financial, Inc.10-29-2010

Showing 1 to 12 of 12 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.