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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael Francis Jennetta Sr.Aegis Capital Corp.The Investment Center, Inc.$15009-16-2014
Rick Santo PetraccaAmerican Portfolios Financial Services, Inc.The Investment Center, Inc.01-04-2016
Keith Lamor LatimerAmeriprise Financial Services, LLCThe Investment Center, Inc.$2512-05-2019
George Singh KhalsaAmeriprise Financial Services, LLCThe Investment Center, Inc.07-21-2017
Nina Sue Kirschenbaum-CerdaAmeriprise Financial Services, LLCThe Investment Center, Inc.$2504-01-2016
Elliot Steven SchwartzAvantax Investment Services, Inc.The Investment Center, Inc.$1012-08-2010
Harris Jonathan GoldsteinAvantax Investment Services, Inc.The Investment Center, Inc.01-08-2009
Aaron Matthew BuckBrogan Financial, Inc.The Investment Center, Inc.12-11-2018
William Martin Gilmore IICambridge Investment Research, Inc.The Investment Center, Inc.$5002-13-2020
Ryan P. BouchardCambridge Investment Research, Inc.The Investment Center, Inc.02-13-2020
David Joseph NovickCambridge Investment Research, Inc.The Investment Center, Inc.09-23-2019
Peter Eric GialamesCambridge Investment Research, Inc.The Investment Center, Inc.07-23-2014
Jerry Bradford Grimes Jr.Cambridge Investment Research, Inc.The Investment Center, Inc.$5006-30-2014
Alfred Joseph MarcianoCambridge Investment Research, Inc.The Investment Center, Inc.01-03-2012
Christian N. DelucaCapital Advisory Group LLCThe Investment Center, Inc.$1305-31-2017
Louis Benjamin Carpenter IIICathy Pareto and AssociatesThe Investment Center, Inc.06-21-2011
Arndt PoellingCentennial Wealth Management Inc.The Investment Center, Inc.04-13-2012
Lewis Stuart ArnoCeros Financial Services, Inc.The Investment Center, Inc.08-22-2016
Derek Scott BilcikCeros Financial Services, Inc.The Investment Center, Inc.08-22-2016
Paul Victor CloughCetera Financial Specialists LLCThe Investment Center, Inc.01-28-2020
Craig Andrew RitchieCraig Ritchie & Associates Asset ManagementThe Investment Center, Inc.08-24-2009
William Robinson DriscollDriscoll FinancialThe Investment Center, Inc.12-19-2016
William Culp BurnetteFortune Financial Services, Inc.The Investment Center, Inc.03-08-2012
Keith Alan WoernerFortune Financial Services, Inc.The Investment Center, Inc.03-01-2012
Joseph Patrick Kirlin IIIFortune Financial Services, Inc.The Investment Center, Inc.01-03-2012
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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.