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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Christina PachecoCetera Advisor Networks LLCAssetmark Brokerage, LLC10-21-2019
Gerald L. Vanderhorst Jr.Cetera Advisor Networks LLCH. Beck, Inc.10-16-2019
Yvonne Leslie ReitemeyerCetera Advisor Networks LLCNationwide Securities, LLC10-01-2019
Correna Louise PedleyCetera Advisor Networks LLCWoodbury Financial Services, Inc.09-26-2019
Duncan Fee BrooksCetera Advisor Networks LLCInnovation Partners LLC09-23-2019
Shea Ahren WinkellerCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Matthew V. GoldCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Joan Margit Messick SmithCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Dennis James AlbaneseCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
John Andrew DunwoodyCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Larry Darnell NicholsCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Gary Russell BurrCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Lee Evan SussmanCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Donna Jean TyusCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
John Randall ShetromphCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Chris George PulosCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
John Jay BarnesCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Marcus Floyd MeyerCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Deborah Sue SimsCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Gordon Russell WarnerCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Brian Lee ClappCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Robert William FaehnrichCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Daniel Bartley LeonardCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Kenneth Lee CauwelsCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Steven Norman Andrew SuttellCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Next Page »

Showing 1 to 25 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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