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
Brennan Vincent KrengelCetera Investment Services LLCComerica Securities$2504-09-2020
Michael Victor AwwadCetera Investment Services LLCFifth Third Securities, Inc.$15001-08-2020
Kirk William JohnstonCetera Investment Services LLCThe O.N. Equity Sales Company12-17-2019
Beth Anne DeleeuwCetera Investment Services LLCVALIC Financial Advisors, Inc.09-20-2019
Gary Arthur TherrianCetera Investment Services LLCInfinex Investments, Inc.08-26-2019
Kurt J. BardCetera Investment Services LLCInfinex Investments, Inc.08-16-2019
Michael Kenneth SiscoCetera Investment Services LLCEdward Jones08-16-2019
Dimitri Ioannis HountalasCetera Investment Services LLCJ.P. Morgan Securities LLC06-18-2019
Jennifer A. JagodzinskiCetera Investment Services LLCLPL Financial LLC05-09-2019
Jody W. MyersCetera Investment Services LLCLPL Financial LLC05-08-2019
Devin Raymond DurocherCetera Investment Services LLCLPL Financial LLC$5005-08-2019
Hannah Leigh OsborneCetera Investment Services LLCLPL Financial LLC05-08-2019
Dace Andrew DekruifCetera Investment Services LLCFSC Securities Corporation08-16-2018
Bruce Alan AndersonCetera Investment Services LLCSigma Financial Corporation$2507-31-2018
Matthew John Van HekkenCetera Investment Services LLCCUSO Financial Services, L.P.$15005-29-2018
Sharyn Lara DansaCetera Investment Services LLCThe Huntington Investment Company03-06-2018
Andrew Karl AdamsCetera Investment Services LLCInfinex Investments, Inc.01-02-2018
Marc Hurley KaeckmeisterCetera Investment Services LLCThe Huntington Investment Company11-09-2017
Mark Patrick HarrieCetera Investment Services LLCFifth Third Securities, Inc.07-28-2017
Bradley J. HunterCetera Investment Services LLCJ.P. Morgan Securities LLC07-24-2017
Luke Logan YocomCetera Investment Services LLCMorgan Stanley04-13-2017
Joshua Arthur Ryan RennertCetera Investment Services LLCThe Huntington Investment Company03-13-2017
David M. SchabackerCetera Investment Services LLCLPL Financial LLC12-06-2016
John Charles BroughtonCetera Investment Services LLCLPL Financial LLC12-06-2016
Daniel Patrick RayCetera Investment Services LLCLPL Financial LLC$2512-06-2016
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Showing 1 to 25 of 47 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.