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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Zachary Ross MaynardCetera Advisor Networks LLCLPL Financial LLC01-17-2017
Zachary R. TabattCetera Advisor Networks LLCAmeriprise Financial Services, LLC03-25-2015
Zachary Paul BoergerCetera Advisor Networks LLCWells Fargo Clearing Services, LLC01-29-2018
Zachary LanganCetera Advisor Networks LLCLPL Financial LLC01-17-2017
Zachary James WeirichCetera Advisor Networks LLCEdward Jones03-21-2017
Zachary HollowayCetera Advisor Networks LLCEdward Jones03-12-2018
Yvonne Leslie ReitemeyerCetera Advisor Networks LLCNationwide Securities, LLC10-01-2019
William West Thompson Jr.Cetera Advisor Networks LLCWells Fargo Clearing Services, LLC11-12-2019
William Walter Le BoeufCetera Advisor Networks LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10003-28-2019
William Hal BoumaCetera Advisor Networks LLCCUSO Financial Services, L.P.06-22-2018
William Gerald Kays Jr.Cetera Advisor Networks LLCNationwide Securities, LLC01-09-2020
William George MowbrayCetera Advisor Networks LLCAmeritas Investment Company, LLC$5004-12-2010
William Emerson Stone IIICetera Advisor Networks LLCMidkiff & Stone Capital Group, Inc.$1011-28-2011
William Duane LoftisCetera Advisor Networks LLCHornor, Townsend & Kent, LLC$5005-30-2019
William Dail Meikle Jr.Cetera Advisor Networks LLCLPL Financial LLC$5007-10-2018
William Blake AmickCetera Advisor Networks LLCMetLife Securities Inc.09-02-2015
William Bailey CaveCetera Advisor Networks LLCCWM, LLC01-17-2017
Whitney Lee WillisCetera Advisor Networks LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-10-2013
Wheeler PulliamCetera Advisor Networks LLCEdward Jones12-20-2019
Wesley Robert ReedCetera Advisor Networks LLCWells Fargo Clearing Services, LLC$10008-27-2009
Wendi Pamela Lee DiaconoCetera Advisor Networks LLCLPL Financial LLC07-18-2011
Wayne Devonne BisekCetera Advisor Networks LLCMML Investors Services, LLC07-26-2010
Walter Thomas WandallCetera Advisor Networks LLCMerCap Securities, LLC08-04-2017
Walter Roy BomgrenCetera Advisor Networks LLCMorgan Stanley04-12-2017
Walter Carl RoddyCetera Advisor Networks LLCMML Investors Services, LLC11-16-2017
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Showing 1 to 25 of 841 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.