Advisers on the Move

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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Gary Ernest PughCetera Investment Services LLCHornor, Townsend & Kent, LLC06-28-2019
Brenda Lee GreegorCetera Investment Services LLCInfinex Investments, Inc.$15006-14-2019
Jay C. DiasCetera Investment Services LLCThe Huntington Investment Company03-04-2019
Craig C. GabelCetera Investment Services LLCPrincipal Securities, Inc.06-14-2018
Steven Graham PeckCetera Investment Services LLCINVEST Financial Corporation01-02-2018
Linda Jean CareyCetera Investment Services LLCThe Huntington Investment Company07-20-2017
Cheryl Jean SteinerCetera Investment Services LLCPNC Investments05-01-2017
Glenn Mitchell CantorCetera Investment Services LLCLPL Financial LLC12-06-2016
Robert J. HydeCetera Investment Services LLCPNC Investments03-01-2016
David B. Dibello Jr.Cetera Investment Services LLCJ.P. Morgan Securities LLC09-23-2014
Bryan James CenkyCetera Investment Services LLCThe Huntington Investment Company06-04-2014
Trevor L. PopovitchCetera Investment Services LLCPNC Investments04-30-2014
Andrew Haning ThomasCetera Investment Services LLCKey Investment Services LLC03-03-2014
Audrey Lynn PryorCetera Investment Services LLCLPL Financial LLC02-12-2014
Desiree Ann CrucigerCetera Investment Services LLCLPL Financial LLC$2502-11-2014
Antonio F. CibellaCetera Investment Services LLCLPL Financial LLC02-11-2014
Amber Christine RichardsCetera Investment Services LLCLPL Financial LLC09-17-2012
Stephen John Fisher Jr.Cetera Investment Services LLCNatcity Investments, Inc.06-23-2009

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.

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