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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Charles Alexander Lutzow Jr.Securities America, Inc.Questar Capital Corporation$50001-02-2019
Delwin Randall RobertsVoya Financial Advisors, Inc.Questar Capital Corporation$10005-01-2013
Earl Cornelius Stevenson Jr.Forest Securities, Inc.Questar Capital Corporation05-16-2017
Henry Silio Torres Jr.American Portfolios Financial Services, Inc.Questar Capital Corporation$25007-02-2009
Jeffrey Lee WeberMidwestern Securities Trading Company, LLCQuestar Capital Corporation$10004-12-2017
Jeffrey Scott NimmowForest Securities, Inc.Questar Capital Corporation08-10-2015
Larry Dean OwenThe O.N. Equity Sales CompanyQuestar Capital Corporation$10006-23-2017
Lawrence Wayne GrayForest Securities, Inc.Questar Capital Corporation01-07-2016
Michael Vincent KronkAmerican Portfolios Financial Services, Inc.Questar Capital Corporation$10007-01-2009
Robert Adao TejadaDesPain Financial CorporationQuestar Capital Corporation$10008-13-2015
Robert James MillerSecurities America, Inc.Questar Capital Corporation$10002-01-2019
Robert Wayne FauseyCenter Street Securities, Inc.Questar Capital Corporation07-01-2015
Rory Levine ValentinePruco Securities, LLC.Questar Capital Corporation02-01-2016
Scott Allen BlincoeCetera Financial Specialists LLCQuestar Capital Corporation$10012-09-2013
Shawn Patrick CookSecurities America, Inc.Questar Capital Corporation02-14-2019

Showing 1 to 15 of 15 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.

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