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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Kurtis Jay StroemelCoastal Equities, Inc.Managed Account Services, LLC$10011-16-2009
Matthew Dwayne RakerdCoastal Equities, Inc.Securities America, Inc.$50001-15-2010
Rodney Humphrey Jr.Coastal Equities, Inc.Questar Capital Corporation05-18-2010
Jason Robert LippsCoastal Equities, Inc.PCA Investment Advisory Services, Inc.$10011-30-2010
Douglas Louis KobakCoastal Equities, Inc.ETC Brokerage Services, LLC$50001-10-2011
Robert Todd BanksCoastal Equities, Inc.Cetera Advisor Networks LLC01-10-2011
Stanley Barry SiegelCoastal Equities, Inc.Uvest Financial Services Group, Inc.$25002-18-2011
Mark Timothy YoungsCoastal Equities, Inc.RBC Capital Markets, LLC$50008-05-2011
Arthur Richard Eglington Jr.Coastal Equities, Inc.Niche Registered Investment Advisory Services, LLC$50011-30-2011
Keith Joseph FurioCoastal Equities, Inc.American Portfolios Advisors, Inc02-14-2012
Wayne Craig StewartCoastal Equities, Inc.The Financial Network Group, Ltd04-24-2012
Kevin Todd CanterburyCoastal Equities, Inc.InterWealth Management, LLC$25009-26-2012
Robert Keith LaurentCoastal Equities, Inc.TFS Securities, Inc.12-15-2012
James Gregory ColitsasCoastal Equities, Inc.Raymond James Financial Services Advisors, Inc$50004-03-2013
Gregg Michael SomervilleCoastal Equities, Inc.RBC Capital Markets, LLC$50004-24-2013
Andrew Henry DietzCoastal Equities, Inc.Janney Montgomery Scott LLC$50007-26-2013
Brendan John McpoyleCoastal Equities, Inc.Affinity Wealth Management LLC$25010-04-2013
Peter Friedrich GaertnerCoastal Equities, Inc.Affinity Wealth Management LLC10-09-2013
Reed Michael O'BrienCoastal Equities, Inc.Raymond James Financial Services, Inc.11-25-2013
Edgar Wilson BrickCoastal Equities, Inc.Moors & Cabot, Inc.12-19-2013
Andrew Whitten BrickCoastal Equities, Inc.Moors & Cabot, Inc.$10001-06-2014
Betty Deane BrickCoastal Equities, Inc.Moors & Cabot, Inc.01-07-2014
Jonathan Wade KallenCoastal Equities, Inc.Moors & Cabot, Inc.01-07-2014
James Donald LewersCoastal Equities, Inc.Moors & Cabot, Inc.01-07-2014
Clint Stephen FishCoastal Equities, Inc.Principal Securities, Inc.02-06-2014
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Showing 1 to 25 of 90 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.