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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
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
William Gale Stracener IIICetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Keith David HorlacherCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Kenneth Howard ParkerCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Carrie Lynn HibnerCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Victor A. Rigoni IIICetera Advisor Networks LLCSummit Brokerage Services, Inc.$10009-20-2019
James S. MillerCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Bruce Allen ConstantCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Steven Jay GreenbergCetera Advisor Networks LLCSummit Brokerage Services, Inc.$2509-20-2019
Daniel Mccleer DraperCetera Advisor Networks LLCSummit Brokerage Services, Inc.$2509-20-2019
Lynn Anne GillenCetera Advisor Networks LLCSummit Brokerage Services, Inc.$5009-20-2019
Rocco David MarcianoCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Lindsey Lee ChrystanCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Paula Dee PorschCetera Advisor Networks LLCSummit Brokerage Services, Inc.$2909-20-2019
Timothy Scott AjaCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
James Vernon RegierCetera Advisor Networks LLCSummit Brokerage Services, Inc.$2509-20-2019
Michael Phillip GurziCetera Advisor Networks LLCSummit Brokerage Services, Inc.$5009-20-2019
Brian Philip KontyCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
« Previous PageNext Page »

Showing 176 to 200 of 1,068 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.