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
Deanna Cilnyk RoegerCetera Advisor Networks LLCCambridge Investment Research, Inc.11-06-2018
Douglas M. GjerdeCetera Advisor Networks LLCCambridge Investment Research, Inc.$5011-06-2018
Jeremy Thomas WellerCetera Advisor Networks LLCCambridge Investment Research, Inc.$15011-06-2018
Christopher William SchulerCetera Advisor Networks LLCCambridge Investment Research, Inc.11-06-2018
Thomas James NoelCetera Advisor Networks LLCLPL Financial LLC$5006-12-2018
Crystal Rose SdanoCetera Advisor Networks LLCGWN Securities Inc.08-21-2017
Kiersten Anna BanaszakCetera Advisor Networks LLCSII Investments, Inc.07-05-2017
Gary Irwin NadolskyCetera Advisor Networks LLCSII Investments, Inc.07-05-2017
Violet Gustin DealCetera Advisor Networks LLCDon Alexander Investments, Inc.03-09-2017
Eric WullschlegerCetera Advisor Networks LLCCetera Advisor Networks LLC07-28-2016
David Samuel LicaryCetera Advisor Networks LLCMetLife Securities Inc.10-30-2015
Cynthia Ann WaierCetera Advisor Networks LLCWoodbury Financial Services, Inc.09-02-2015
David M BrownCetera Advisor Networks LLCAssociated Investment Services, Inc.08-04-2014
Jamie Lynn HansonCetera Advisor Networks LLCAssociated Investment Services, Inc.$5008-04-2014
Neal Allen IgnatowskiCetera Advisor Networks LLCH. Beck, Inc.02-04-2014
Katie Marie VaubelCetera Advisor Networks LLCNorthwestern Mutual Investment Services, LLC12-06-2013
Donald Raymond SavagliaCetera Advisor Networks LLCCoordinated Capital Securities, Inc.$1004-02-2013
David Paul VoelzCetera Advisor Networks LLCCoordinated Capital Securities, Inc.$1004-02-2013
Eric Marvin DyeCetera Advisor Networks LLCINVEST Financial Corporation02-01-2013
Rodney Alan CuppCetera Advisor Networks LLCNorthwestern Mutual Investment Services, LLC01-02-2013
Kay Ann FreitagCetera Advisor Networks LLCMML Investors Services, LLC$2502-23-2011
Wayne Devonne BisekCetera Advisor Networks LLCMML Investors Services, LLC07-26-2010
Gary Lavern CockeramCetera Advisor Networks LLCAmeritas Investment Company, LLC04-28-2010
Edwin N HeckerCetera Advisor Networks LLCAmeritas Investment Company, LLC04-20-2010
William George MowbrayCetera Advisor Networks LLCAmeritas Investment Company, LLC$5004-12-2010
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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.