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.

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
Lisa Marie CapizziCommonwealth Financial NetworkSecurities America, Inc.12-02-2019
Michael Gordon WendlandtCommonwealth Financial NetworkSecurities America, Inc.$15008-17-2018
Ryan C. OldsCommonwealth Financial NetworkSecurities America, Inc.$10005-01-2017
William George JamesCommonwealth Financial NetworkSecurities America, Inc.$10009-30-2016
William Andrew GrundigCommonwealth Financial NetworkSecurities America, Inc.$10009-30-2016
Kevin HutnikCommonwealth Financial NetworkSecurities America, Inc.$10009-30-2016
Justin PlastinoCommonwealth Financial NetworkSecurities America, Inc.$10009-30-2016
Jeffrey Michael WolfCommonwealth Financial NetworkSecurities America, Inc.$10009-30-2016
Allan Jay TuroffCommonwealth Financial NetworkSecurities America, Inc.$12009-30-2016
Alexander James Saulon Jr.Commonwealth Financial NetworkSecurities America, Inc.$25009-30-2016
Eric Scott ColellaCommonwealth Financial NetworkSecurities America, Inc.09-30-2016
Ronald James LomanginoCommonwealth Financial NetworkSecurities America, Inc.09-30-2016
Alfred Joseph Polizzotto IIICommonwealth Financial NetworkSecurities America, Inc.09-30-2016
Ian KahilCommonwealth Financial NetworkSecurities America, Inc.09-30-2016
Timothy Ryan McdonaldCommonwealth Financial NetworkSecurities America, Inc.09-30-2016
Timothy Alan KalienCommonwealth Financial NetworkSecurities America, Inc.$10001-28-2016
Oliver Coleman Scholle Jr.Commonwealth Financial NetworkSecurities America, Inc.$10010-05-2015
Brian Keith WattsCommonwealth Financial NetworkSecurities America, Inc.$10006-26-2014
David Duane BonebrakeCommonwealth Financial NetworkSecurities America, Inc.$25005-31-2013
James Edward Tyrrell IICommonwealth Financial NetworkSecurities America, Inc.$50009-30-2011
Scott James LeclaireCommonwealth Financial NetworkSecurities America, Inc.$50009-30-2011
Russell Kingsley BellCommonwealth Financial NetworkSecurities America, Inc.$50009-30-2011
Jay Russell TibballCommonwealth Financial NetworkSecurities America, Inc.09-30-2011
Scott Everett CooperCommonwealth Financial NetworkSecurities America, Inc.$10008-22-2011
Brian David FischerCommonwealth Financial NetworkSecurities America, Inc.$50008-22-2011
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Showing 1 to 25 of 49 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.