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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron M. AveryCetera Investment Services LLCLPL Financial LLC04-18-2017
Alan Masaro LeeCetera Investment Services LLCLPL Financial LLC$5002-27-2018
Albert Warner Fenical IIICetera Investment Services LLCLPL Financial LLC03-12-2018
Alexander ArangoCetera Investment Services LLCLPL Financial LLC01-14-2019
Alyssa Nicole FeasterCetera Investment Services LLCLPL Financial LLC02-11-2014
Amber Christine RichardsCetera Investment Services LLCLPL Financial LLC09-17-2012
Andrew David LangCetera Investment Services LLCLPL Financial LLC05-22-2017
Angela Rae JacksonCetera Investment Services LLCLPL Financial LLC02-11-2014
Angela Young Mee ChowCetera Investment Services LLCLPL Financial LLC04-18-2017
Ann M. KarpovichCetera Investment Services LLCLPL Financial LLC02-11-2014
Anna Marie MinemyerCetera Investment Services LLCLPL Financial LLC02-11-2014
Annette QuigleyCetera Investment Services LLCLPL Financial LLC02-12-2014
Antonio F. CibellaCetera Investment Services LLCLPL Financial LLC02-11-2014
Audrey Lynn PryorCetera Investment Services LLCLPL Financial LLC02-12-2014
Brian Michael NeylandCetera Investment Services LLCLPL Financial LLC$2511-15-2018
Carmen Iok Sim IaoCetera Investment Services LLCLPL Financial LLC$2504-18-2017
Charles Steven KassatlyCetera Investment Services LLCLPL Financial LLC12-06-2019
Cheryl Lynn EllingsonCetera Investment Services LLCLPL Financial LLC10-15-2019
Chi Ping YeungCetera Investment Services LLCLPL Financial LLC03-13-2013
Christopher Brian GrenfellCetera Investment Services LLCLPL Financial LLC05-11-2016
Christopher David ForcierCetera Investment Services LLCLPL Financial LLC08-23-2019
Christopher G. FleegleCetera Investment Services LLCLPL Financial LLC02-11-2014
Christopher Raymond BoussonCetera Investment Services LLCLPL Financial LLC02-13-2015
Chun BaiCetera Investment Services LLCLPL Financial LLC09-25-2017
Cindy MoCetera Investment Services LLCLPL Financial LLC09-25-2017
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Showing 1 to 25 of 170 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.