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
Timothy Charles HolubikCetera Advisors LLCLincoln Financial Advisors Corporation03-13-2020
Thomas William Burton IIICetera Advisors LLCOpus Wealth Management Group$2502-28-2019
Thomas BorsellinoCetera Advisors LLCOpus Wealth Management Group02-28-2019
Ronald Leonard WhittinghamCetera Advisors LLCOpus Wealth Management Group$10002-28-2019
Ronald Lee BickelCetera Advisors LLCOpus Wealth Management Group02-28-2019
Robert G. StapletonCetera Advisors LLCLPL Financial LLC02-28-2019
Reid Thomas BurtonCetera Advisors LLCOpus Wealth Management Group02-28-2019
Lang P. NguyenCetera Advisors LLCEdward Jones02-14-2019
Kris Stanley StelznerCetera Advisors LLCAmeriprise Financial Services, LLC06-04-2012
Eric Peter BurtonCetera Advisors LLCOpus Wealth Management Group02-28-2019
Emma Marie SmithCetera Advisors LLCEdward Jones09-30-2019
Douglas Scott KlimahCetera Advisors LLCOpus Wealth Management Group$1005-17-2019
David Don SemerskyCetera Advisors LLCAmeriprise Financial Services, LLC10-29-2012
Danielle Marie BurtonCetera Advisors LLCOpus Wealth Management Group02-28-2019
Daniel LekkiCetera Advisors LLCEdward Jones07-25-2019
Carol Ann HultgrenCetera Advisors LLCBrewer Financial Services, LLC11-19-2010
Brian John HackerCetera Advisors LLCOpus Wealth Management Group02-28-2019
Brendan Patrick ByrneCetera Advisors LLCCitigroup Global Markets Inc.$10004-03-2020

Showing 1 to 18 of 18 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.