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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Patrick Thomas BulgerCetera Advisor Networks LLCSummit Brokerage Services, Inc.$15009-20-2019
Bruce Robert OlmsteadCetera Advisor Networks LLCSummit Brokerage Services, Inc.$5009-20-2019
Robert Matthew WeldonCetera Advisor Networks LLCSummit Brokerage Services, Inc.$2509-20-2019
Robert Thomas LloydCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
James Ronald Whitmore Sr.Cetera Advisor Networks LLCSummit Brokerage Services, Inc.$5009-20-2019
John Henry StearnsCetera Advisor Networks LLCSummit Brokerage Services, Inc.$5009-20-2019
Jeremy Daniel RawlinsCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Charles Thomas WimsattCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Troy Allen HelmCetera Advisor Networks LLCSummit Brokerage Services, Inc.$10009-20-2019
Timothy Owings WatersCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Mark Edward RoweCetera Advisor Networks LLCSummit Brokerage Services, Inc.$2509-20-2019
James Gregory GibbsCetera Advisor Networks LLCSummit Brokerage Services, Inc.$2509-20-2019
Karen Sue FeolaCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Brion Patrick HarrisCetera Advisor Networks LLCSummit Brokerage Services, Inc.$4709-20-2019
Eric Vaughn MorrowCetera Advisor Networks LLCSummit Brokerage Services, Inc.$5009-20-2019
James Mark RockwellCetera Advisor Networks LLCSummit Brokerage Services, Inc.$2509-20-2019
Brendan Reed LewisCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Dave B RaoCetera Advisor Networks LLCSummit Brokerage Services, Inc.$2509-20-2019
Matthew Scrivener AgeeCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Melanie Anne RadcliffCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Cristen Renee DeteauCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Stephen Joseph MurphyCetera Advisor Networks LLCSummit Brokerage Services, Inc.$5009-20-2019
Philip Patrick FlynnCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
April D. WallaceCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Lonnie Gene Simpson Jr.Cetera Advisor Networks LLCSummit Brokerage Services, Inc.$2809-20-2019
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Showing 151 to 175 of 417 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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