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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Anthony Wayne RogersCentaurus Financial, Inc.AXA Advisors, LLC$10007-02-2012
Cynthia Louise KordysCentaurus Financial, Inc.Morgan Stanley$10007-24-2013
David Anthony CieszynskiCentaurus Financial, Inc.Questar Capital Corporation$10011-13-2009
David Keene MitchellCentaurus Financial, Inc.Cambridge Investment Research, Inc.$10005-04-2012
F. Eugene Brown Jr.Centaurus Financial, Inc.H. Beck, Inc.$10011-09-2012
Gail Castleman HilderCentaurus Financial, Inc.SunTrust Investment Services, Inc.02-03-2010
Gary Lynn AckermanCentaurus Financial, Inc.Morse Capital Partners, LLC$10007-13-2011
Holly Lynn RemsingCentaurus Financial, Inc.Raymond James Financial Services, Inc.01-07-2019
Janice Marie JanjaninCentaurus Financial, Inc.Questar Capital Corporation01-04-2010
John Calderwood Starke Sr.Centaurus Financial, Inc.Financial West Group$25006-26-2015
John Edward HoffmanCentaurus Financial, Inc.Financial Designs Ltd.$10007-24-2014
Kendrick Gerand SmithCentaurus Financial, Inc.Independent Financial Group, LLC$50007-15-2014
Mandel Harris PettifordCentaurus Financial, Inc.L.O. Thomas & Co. Inc.$17510-05-2011
Mathew Joseph EvanitskyCentaurus Financial, Inc.PFS Investments Inc.09-20-2013
Patrick James RobertsonCentaurus Financial, Inc.Investors Capital Corp.$10001-03-2011
Paul Lawrence NewtonCentaurus Financial, Inc.Securities America, Inc.$15002-05-2019
Paul Lawrence NewtonCentaurus Financial, Inc.Allstate Financial Services, LLC$10010-21-2010
Richard Waldron BesnierCentaurus Financial, Inc.American Portfolios Financial Services, Inc.$50007-01-2009
Robert Francis SullivanCentaurus Financial, Inc.GWN Securities Inc.$25006-17-2011
Stephen Edward BohanCentaurus Financial, Inc.Questar Capital Corporation$50002-18-2011
Thomas Farrington BlackburnCentaurus Financial, Inc.Verus Financial Partners07-26-2019
William G. Rowett IIICentaurus Financial, Inc.LPL Financial LLC07-02-2010
William Scarr ShefteCentaurus Financial, Inc.Securities America, Inc.$10001-04-2016

Showing 1 to 23 of 23 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.


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