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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Zachary Randol TabattCetera Advisor Networks LLCAmeriprise Financial Services, Inc.03-25-2015
Tyrone L. ChowCetera Advisor Networks LLCAmeriprise Financial Services, Inc.07-31-2019
Tyler K TorgersonCetera Advisor Networks LLCAmeriprise Financial Services, Inc.$25009-22-2014
Todd Joseph KelzenbergCetera Advisor Networks LLCAmeriprise Financial Services, Inc.$15003-18-2009
Thomas Henry GarlicCetera Advisor Networks LLCAmeriprise Financial Services, Inc.$25004-21-2014
Stephen Keith TuckerCetera Advisor Networks LLCAmeriprise Financial Services, Inc.$25004-26-2017
Shawn William MathisCetera Advisor Networks LLCAmeriprise Financial Services, Inc.$10010-12-2018
Ronald Patrick LeuschenCetera Advisor Networks LLCAmeriprise Financial Services, Inc.12-09-2016
Robert John McHattieCetera Advisor Networks LLCAmeriprise Financial Services, Inc.05-13-2009
Robert Edwin Thrift Jr.Cetera Advisor Networks LLCAmeriprise Financial Services, Inc.11-22-2019
Richard Christopher RileyCetera Advisor Networks LLCAmeriprise Financial Services, Inc.$10010-15-2009
Reid Michael JohnsonCetera Advisor Networks LLCAmeriprise Financial Services, Inc.$10001-11-2011
Neil M OrzeckCetera Advisor Networks LLCAmeriprise Financial Services, Inc.12-24-2019
Michael Perry SaundersCetera Advisor Networks LLCAmeriprise Financial Services, Inc.12-19-2019
Michael Jon BrittainCetera Advisor Networks LLCAmeriprise Financial Services, Inc.$50012-09-2016
Michael David PetersenCetera Advisor Networks LLCAmeriprise Financial Services, Inc.$10005-15-2009
Mark J. TaylorCetera Advisor Networks LLCAmeriprise Financial Services, Inc.11-01-2018
Lynnette Michelle McGill-KoehnCetera Advisor Networks LLCAmeriprise Financial Services, Inc.$25003-06-2009
Kenneth Alfred HeritageCetera Advisor Networks LLCAmeriprise Financial Services, Inc.$50011-02-2015
Joshua David CanniffCetera Advisor Networks LLCAmeriprise Financial Services, Inc.$50005-13-2009
Joshua Adam VargasCetera Advisor Networks LLCAmeriprise Financial Services, Inc.$10009-10-2012
John Hamilton Adams IICetera Advisor Networks LLCAmeriprise Financial Services, Inc.06-16-2010
Joan Maastricht GillesCetera Advisor Networks LLCAmeriprise Financial Services, Inc.01-30-2015
Jeffrey William BruceCetera Advisor Networks LLCAmeriprise Financial Services, Inc.$10006-30-2009
Jeffrey Scott DykemaCetera Advisor Networks LLCAmeriprise Financial Services, Inc.02-16-2010
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Showing 1 to 25 of 33 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.