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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Mark Anthony VuchetichKMS Financial Services, Inc.Parkland Securities, LLC10-22-2019
David Leroy JonesKMS Financial Services, Inc.Parkland Securities, LLC10-22-2019
Paul K. DoakKMS Financial Services, Inc.Cambridge Investment Research, Inc.10-16-2019
John Edward SladkoKMS Financial Services, Inc.Cetera Advisors LLC10-01-2019
Michael Richard BellKMS Financial Services, Inc.MML Investors Services, LLC01-11-2019
Howard Joseph Englehart IIKMS Financial Services, Inc.Cetera Advisors LLC01-02-2019
Darren Clark BlanchardKMS Financial Services, Inc.MML Investors Services, LLC10-12-2018
Jason P. BlanchardKMS Financial Services, Inc.MML Investors Services, LLC10-12-2018
Jeffrey Richard BrooksKMS Financial Services, Inc.Cetera Advisors LLC07-20-2018
Michael Patrick RaineriKMS Financial Services, Inc.Cetera Advisors LLC04-24-2018
James Headen Barnhart Jr.KMS Financial Services, Inc.Independent Financial Group, LLC04-20-2018
Brenda Rose PingreeKMS Financial Services, Inc.FSIC02-01-2018
Calvin Thomas RobinsonKMS Financial Services, Inc.Goldbloom Wealth Management LLC01-26-2018
Shane P. LarsonKMS Financial Services, Inc.SP Larson Financial Planning, LLC01-25-2018
Jonathan Paul HenschenKMS Financial Services, Inc.CFD Investments, Inc.01-23-2018
Charles Howard ScheinbaumKMS Financial Services, Inc.VALIC Financial Advisors, Inc.01-11-2018
Kurt Andrew RoddyKMS Financial Services, Inc.FSIC01-02-2018
Eric Stuart MacleanKMS Financial Services, Inc.Cetera Advisor Networks LLC09-22-2017
Becky Harman SalsburgKMS Financial Services, Inc.BECKY H SALSBURG, CFP, EA LLC06-29-2017
Courtney C. PrinceKMS Financial Services, Inc.KMS Financial Services, Inc.05-04-2017
La Rena Elloy MacoubrieKMS Financial Services, Inc.Key Investment Services LLC04-19-2017
Rebecca Louise EckertKMS Financial Services, Inc.KMS Financial Services, Inc.04-14-2017
Jeffrey Charles JanewayKMS Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-24-2017
Teresa Marie SmithKMS Financial Services, Inc.Waddell & Reed09-29-2016
Jason Tyler GreenwoodKMS Financial Services, Inc.Concert Wealth Management09-15-2016
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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.