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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Linda Lovern FairchildCetera Advisor Networks LLCSummit Brokerage Services, Inc.$6709-20-2019
John Andrew DunwoodyCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
David Walter LuebkeCetera Advisor Networks LLCSummit Brokerage Services, Inc.$3309-20-2019
Waltraud GrandeCetera Advisor Networks LLCSummit Brokerage Services, Inc.$10009-20-2019
Larry Darnell NicholsCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Gary Russell BurrCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Steven Charles EndersCetera Advisor Networks LLCSummit Brokerage Services, Inc.$10009-20-2019
Lee Evan SussmanCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Joseph Polanski Jr.Cetera Advisor Networks LLCSummit Brokerage Services, Inc.$2509-20-2019
Donna Jean TyusCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Martin Paul LonskiCetera Advisor Networks LLCSummit Brokerage Services, Inc.$5009-20-2019
Thomas Davis JonesCetera Advisor Networks LLCSummit Brokerage Services, Inc.$1009-20-2019
Robert Joseph DulskisCetera Advisor Networks LLCSummit Brokerage Services, Inc.$15009-20-2019
Robert Evans JohnsonCetera Advisor Networks LLCSummit Brokerage Services, Inc.$5009-20-2019
Eugene Edward OreillyCetera Advisor Networks LLCSummit Brokerage Services, Inc.$5009-20-2019
William Mark YawnCetera Advisor Networks LLCSummit Brokerage Services, Inc.$5009-20-2019
Kenneth Lynial WalkerCetera Advisor Networks LLCSummit Brokerage Services, Inc.$5009-20-2019
John Randall ShetromphCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Chris George PulosCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Robert Eugene BergCetera Advisor Networks LLCSummit Brokerage Services, Inc.$10009-20-2019
John Jay BarnesCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Marcus Floyd MeyerCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
David Joseph McNamaraCetera Advisor Networks LLCSummit Brokerage Services, Inc.$5009-20-2019
Deborah Sue SimsCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Gordon Russell WarnerCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
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Showing 26 to 50 of 1,068 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.

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