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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Kenneth William CallahanCetera Advisor Networks LLCProEquities, Inc.02-12-2016
Kevin Stanley SvetichCetera Advisor Networks LLCProEquities, Inc.01-02-2015
Leonard Ray DemchakCetera Advisor Networks LLCProEquities, Inc.$1001-02-2015
Mamdoh Aziz AbasCetera Advisor Networks LLCProEquities, Inc.01-02-2015
Michael Mung Cho WongCetera Advisor Networks LLCProEquities, Inc.01-02-2015
Anand Mangesh SavurCetera Advisor Networks LLCProEquities, Inc.$1001-02-2015
Howard Graham JonesCetera Advisor Networks LLCProEquities, Inc.$2501-02-2015
Ibrahim Fahmy MikhailCetera Advisor Networks LLCProEquities, Inc.01-02-2015
Timothy Patrick MonteildoucetteCetera Advisor Networks LLCProEquities, Inc.01-02-2015
Samuel KimCetera Advisor Networks LLCProEquities, Inc.01-02-2015
Jeffrey Noel HallinCetera Advisor Networks LLCProEquities, Inc.01-02-2015
David Kirk LightnerCetera Advisor Networks LLCProEquities, Inc.01-02-2015
Sanjay SachdevaCetera Advisor Networks LLCProEquities, Inc.01-02-2015
Quyen M. LaCetera Advisor Networks LLCProEquities, Inc.01-02-2015

Showing 1 to 14 of 14 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.