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
Vance Lohry BrandtCetera Advisors LLCAmerican Investors Group, Inc.$25006-01-2015
Tyler David HirthCetera Advisors LLCMetLife Securities Inc.$50005-07-2015
Toni B. ToppCetera Advisors LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)05-25-2018
Robert Christian AffeldtCetera Advisors LLCThrivent Investment Management Inc.06-01-2015
Nathaniel Hvid RunningCetera Advisors LLCLPL Financial LLC08-10-2012
Jonathan David RienstraCetera Advisors LLCLPL Financial LLC08-10-2012
John Gordon Gutowsky Jr.Cetera Advisors LLCLPL Financial LLC$50008-10-2012
Dustin Neil ChristophersonCetera Advisors LLCSecurities America, Inc.$50002-24-2014
David John BusselmanCetera Advisors LLCCharles Schwab & Co., Inc.$10012-15-2016
Danny D AlbertsonCetera Advisors LLCMML Investors Services, LLC04-08-2013
Charles Thomas TurnerCetera Advisors LLCFeltl & Company$50005-01-2014
Brian Michael HensleyCetera Advisors LLCMML Investors Services, LLC10-13-2017

Showing 1 to 12 of 12 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.