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
Anthony Allen TomashWealthcare Advisory Partners LLCSummit Brokerage Services, Inc.03-22-2017
Bryan Matthew DewhurstUncommon Wealth Partners, LLCSummit Brokerage Services, Inc.06-22-2017
Christopher Warren WesselsBroker Dealer Financial Services Corp.Summit Brokerage Services, Inc.$25001-02-2018
Cindy Sue GleasonSecurities America, Inc.Summit Brokerage Services, Inc.$14003-31-2017
Clinton Edward AkerbergThe Wealth Consulting GroupSummit Brokerage Services, Inc.05-19-2017
Curtis Wayne CarpenterClient One Securities LLCSummit Brokerage Services, Inc.$50010-20-2017
Harold Hove JohnsonCambridge Investment Research, Inc.Summit Brokerage Services, Inc.$50007-24-2017
John Irving PrattVoya Financial Advisors, Inc.Summit Brokerage Services, Inc.$50012-19-2016
John P. DelaneyVoya Financial Advisors, Inc.Summit Brokerage Services, Inc.12-20-2016
Joseph Theodore LongeneckerBroker Dealer Financial Services Corp.Summit Brokerage Services, Inc.$10004-10-2017
Kimberly Ann StollSecurities America, Inc.Summit Brokerage Services, Inc.$25010-31-2016
Michael Charles MollerChange Path LLCSummit Brokerage Services, Inc.09-13-2017
Michael James AlexanderLPL Financial LLCSummit Brokerage Services, Inc.$50003-01-2019
Phillip Todd RamseyUncommon Wealth Partners, LLCSummit Brokerage Services, Inc.06-22-2017

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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.