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
John Timothy RossConcorde Investment Services, LLCAmerican Portfolios Advisors, Inc$10002-03-2012
William Earl LaymanConcorde Investment Services, LLCAmerican Portfolios Financial Services, Inc.08-01-2014
Alan Alfred CerroConcorde Investment Services, LLCAmeritas Investment Corp.10-31-2017
Karl W. SuessConcorde Investment Services, LLCArete Wealth Management, LLC10-23-2019
Gary Thomas HughesConcorde Investment Services, LLCArque Capital, Ltd.$15006-12-2013
Meredith Ann MccutchenConcorde Investment Services, LLCBerthel, Fisher & Company Financial Services, Inc.01-02-2015
Michael Ernest VenturiniConcorde Investment Services, LLCCambridge Investment Research, Inc.$10010-11-2012
Steven D FruehConcorde Investment Services, LLCCambridge Legacy Securities L.L.C.04-18-2012
David Jacobs KotzConcorde Investment Services, LLCCL Wealth Management LLC$25010-31-2013
Ed Tiencken Mcmanus Jr.Concorde Investment Services, LLCCuttingedge Advisors$10004-06-2011
Keith Christian LaymanConcorde Investment Services, LLCDavid R. Kern Asset Management$10008-01-2014
Joseph Thomas WiegandConcorde Investment Services, LLCDavid R. Kern Asset Management$10008-01-2014
Timothy Lee StaufferConcorde Investment Services, LLCFintegra, LLC$15007-25-2011
David Michael EurtonConcorde Investment Services, LLCFirst Allied Securities, Inc.11-08-2017
Leslie Marie PersinConcorde Investment Services, LLCGLP Investment Services, LLC11-09-2011
Maria Elizabeth BongiovanniConcorde Investment Services, LLCGradient Securities, LLC05-08-2015
William Anthony ThomasConcorde Investment Services, LLCGradient Securities, LLC05-07-2015
Jason Wayne BairdConcorde Investment Services, LLCGradient Securities, LLC05-07-2015
Peter Joseph McNeilConcorde Investment Services, LLCIndependent Financial Group, LLC$25007-27-2018
Thomas Book JahnckeConcorde Investment Services, LLCIndependent Financial Group, LLC$10002-01-2014
Thomas Ronald OpsahlConcorde Investment Services, LLCIndependent Financial Group, LLC01-30-2014
Nathaniel Michael KuhnConcorde Investment Services, LLCInvestacorp, Inc.$10011-01-2013
Michele Faye BoyerConcorde Investment Services, LLCJ.P. Turner & Company, L.L.C.01-17-2014
Michael Edward SimmersConcorde Investment Services, LLCL.M. Kohn & Company09-04-2018
Sherrie Lynn InghamConcorde Investment Services, LLCL.M. Kohn & Company09-04-2018
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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.