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.

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Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Andrew Noble MassieonSecurities America, Inc.National Planning Corporation07-17-2017
Angela Michelle FordSecurities America, Inc.National Planning Corporation07-17-2017
Bobb Arthur MeckenstockIndependent Financial Group, LLCNational Planning Corporation$5007-30-2010
Christopher Allan AdamsCambridge Investment Research, Inc.National Planning Corporation09-15-2017
Christopher James LubbersRoyal Alliance Associates, Inc.National Planning Corporation10-16-2017
Craig James SneddenBarber Financial GroupNational Planning Corporation$104-13-2016
Dan Herman MeckenstockIndependent Financial Group, LLCNational Planning Corporation$5009-07-2010
Darrel George YoungRoyal Alliance Associates, Inc.National Planning Corporation10-25-2017
Glen Charles MishlerAPW Capital, Inc.National Planning Corporation$2507-23-2010
James Lee BlosserSecurities America, Inc.National Planning Corporation10-16-2017
Jeffrey Paul ErnestBarber Financial GroupNational Planning Corporation06-06-2016
John A RundleSecurities America, Inc.National Planning Corporation07-17-2017
Joseph Marinus PaulieRoyal Alliance Associates, Inc.National Planning Corporation10-16-2017
Kendall Ray CurryCambridge Investment Research, Inc.National Planning Corporation$2509-15-2017
Kevin Christopher BruceCambridge Investment Research, Inc.National Planning Corporation09-15-2017
Kurtis R MarozasRoyal Alliance Associates, Inc.National Planning Corporation10-16-2017
Paul Arthur HonakerAvantax Investment Services, Inc.National Planning Corporation09-28-2017
Redginal Van JohnsonIndependent Financial Group, LLCNational Planning Corporation10-17-2017
Robert Renner LaneSecurities America, Inc.National Planning Corporation07-17-2017
Russ Lane Angie Ford Andy Massieon Rob Lane Steve Adamson Brian Luther Grant Lane Tom Bauer John Rundle and Todd AdrianSecurities America, Inc.National Planning Corporation$34007-17-2017
Russell Eugene LaneSecurities America, Inc.National Planning Corporation07-17-2017
Steven Q AdamsonSecurities America, Inc.National Planning Corporation07-17-2017
Terry Ray DolloffCambridge Investment Research, Inc.National Planning Corporation$2511-06-2017
Todd P AdrianSecurities America, Inc.National Planning Corporation07-17-2017
Tyler Jay LaneSecurities America, Inc.National Planning Corporation08-04-2017
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Showing 1 to 25 of 28 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.