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
Ryan Richard MillerLPL Financial LLCNationwide Securities, LLC02-06-2020
Ryan Thomas SklenkaLPL Financial LLCNationwide Securities, LLC$102-06-2020
Roger Kenneth Werner Jr.Cambridge Investment Research, Inc.Nationwide Securities, LLC$5001-17-2020
Gigi Klara SzekelyCambridge Investment Research, Inc.Nationwide Securities, LLC$5001-17-2020
Ronald Clark WestMoney Concepts Capital CorpNationwide Securities, LLC01-06-2020
Matthew Thomas MarteProEquities, Inc.Nationwide Securities, LLC01-06-2020
Theodore Baxter Seagroves IIIRoyal Alliance Associates, Inc.Nationwide Securities, LLC01-06-2020
John Wesley Conrad RobinsonLPL Financial LLCNationwide Securities, LLC01-06-2020
Bonnie Lou MillerLPL Financial LLCNationwide Securities, LLC01-06-2020
Rebecca A. HennessyProEquities, Inc.Nationwide Securities, LLC01-03-2020
Gregory Robert LochardMoney Concepts Capital CorpNationwide Securities, LLC01-03-2020
Courtney Elaine HunsbergerCetera Advisor Networks LLCNationwide Securities, LLC01-03-2020
Dennis Carlyle FrankCetera Advisor Networks LLCNationwide Securities, LLC01-03-2020
Barry Lee McCauliffAmeriprise Financial Services, Inc.Nationwide Securities, LLC01-02-2020
Eric A. VinoresH. Beck, Inc.Nationwide Securities, LLC01-02-2020
Michael Lynn WarrenCambridge Investment Research, Inc.Nationwide Securities, LLC01-02-2020
Eric Daniel ShickLPL Financial LLCNationwide Securities, LLC$1101-02-2020
Kindra Elizabeth SmithCambridge Investment Research, Inc.Nationwide Securities, LLC$5001-02-2020
Marlow Darnell CampbellCambridge Investment Research, Inc.Nationwide Securities, LLC01-02-2020
Mark Allen FarrisCambridge Investment Research, Inc.Nationwide Securities, LLC01-02-2020
Gary M. ChidseyBrokers International Financial Services, LLC.Nationwide Securities, LLC01-02-2020
Jason CampbellCambridge Investment Research, Inc.Nationwide Securities, LLC01-02-2020
Virgil Earl HamiltonThe Leaders Group, Inc.Nationwide Securities, LLC12-05-2019
Joseph Daniel HengeholdMoney Concepts Capital CorpNationwide Securities, LLC12-03-2019
Keisha Marie SmithMoney Concepts Capital CorpNationwide Securities, LLC12-02-2019
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Showing 1 to 25 of 364 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.