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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Victoria L WilsonCentaurus Financial, Inc.Geneos Wealth Management, Inc.$2508-14-2020
Abel Lopez OlivaresCentaurus Financial, Inc.Next Financial Group, Inc.07-10-2020
Philip Charles HagopianCentaurus Financial, Inc.The Leaders Group, Inc.$2507-02-2020
Michael Lawrence HollarCentaurus Financial, Inc.TCFG Wealth Management, LLC07-01-2020
Donald James CoxCentaurus Financial, Inc.Cambridge Investment Research, Inc.06-01-2020
David Anthony MartinezCentaurus Financial, Inc.Wells Fargo Clearing Services, LLC04-13-2020
Robert E WalkerCentaurus Financial, Inc.Infinex Investments, Inc.03-23-2020
Dorothy AlbalaCentaurus Financial, Inc.Securities America, Inc.$2503-20-2020
Annamarie TrateCentaurus Financial, Inc.J.W. Cole Financial, Inc.$2503-17-2020
Desmond Martin DalyCentaurus Financial, Inc.Equitable Advisors, LLC$5003-16-2020
John Micheal EvansCentaurus Financial, Inc.Woodstock Wealth Management, Inc.03-03-2020
Jusuf SahabuCentaurus Financial, Inc.MML Investors Services, LLC02-19-2020
Jesus Alvarez LopezCentaurus Financial, Inc.Woodbury Financial Services, Inc.$5002-10-2020
Debbie Leemckenna CavanaughCentaurus Financial, Inc.Independent Financial Group, LLC$2502-05-2020
William G Rowett IiiCentaurus Financial, Inc.SagePoint Financial, Inc.01-03-2020
Cortino Rito GarciaCentaurus Financial, Inc.Independent Financial Group, LLC01-03-2020
Richard Dennis MeansCentaurus Financial, Inc.Hornor, Townsend & Kent, LLC$5012-12-2019
Jane Mary OlbeksonCentaurus Financial, Inc.First Allied Securities, Inc.12-12-2019
Dean Robert NovinCentaurus Financial, Inc.Cetera Advisor Networks LLC$15012-11-2019
George L Saltzman IVCentaurus Financial, Inc.ProEquities, Inc.12-04-2019
Bradford Daniel CregerCentaurus Financial, Inc.LPL Financial LLC$5011-25-2019
Eric George BrillantCentaurus Financial, Inc.LPL Financial LLC$2510-02-2019
Tomas J MarinCentaurus Financial, Inc.J.P. Morgan Securities LLC08-28-2019
Thomas Farrington BlackburnCentaurus Financial, Inc.Verus Financial Partners08-24-2019
Patrick Brian AhernCentaurus Financial, Inc.Securities America, Inc.$2108-16-2019
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Showing 1 to 25 of 198 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.