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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Joseph Paul PreddyLPL Financial LLCCetera Advisor Networks LLC$10009-18-2020
David Emil JohnsonLPL Financial LLCCetera Advisor Networks LLC$2609-18-2020
Randall Ernest SaulnierLPL Financial LLCCetera Advisor Networks LLC09-18-2020
Paul Joseph ValenteLPL Financial LLCCetera Advisor Networks LLC09-18-2020
Stephen SowersLPL Financial LLCCetera Advisor Networks LLC$5009-18-2020
James TowneLPL Financial LLCCetera Advisor Networks LLC09-18-2020
Robert S ThompsonLPL Financial LLCCetera Advisor Networks LLC09-18-2020
Terri-Ann Camille LindoLPL Financial LLCCetera Advisor Networks LLC$5007-22-2020
John HannahLPL Financial LLCCetera Advisor Networks LLC06-25-2020
Lawrence George CatalloLPL Financial LLCCetera Advisor Networks LLC$5005-18-2020
Douglas John AlmeidaLPL Financial LLCCetera Advisor Networks LLC$10005-18-2020
James Mark RockwellLPL Financial LLCCetera Advisor Networks LLC$2505-04-2020
James Allen LebzelterLPL Financial LLCCetera Advisor Networks LLC04-28-2020
Peter Michael DesantisLPL Financial LLCCetera Advisor Networks LLC03-27-2020
Thomas Roe OldtLPL Financial LLCCetera Advisor Networks LLC$5003-16-2020
Keith Matthew FialaLPL Financial LLCCetera Advisor Networks LLC$15003-09-2020
Carrie Elizabeth BowmanLPL Financial LLCCetera Advisor Networks LLC$5003-05-2020
Matthew Ryan GrayLPL Financial LLCCetera Advisor Networks LLC03-02-2020
Johnnie Earl JurgensenLPL Financial LLCCetera Advisor Networks LLC$2502-10-2020
Brett Alan BayerLPL Financial LLCCetera Advisor Networks LLC$2502-10-2020
Jeffrey James BreelingLPL Financial LLCCetera Advisor Networks LLC01-30-2020
Tarik EldinLPL Financial LLCCetera Advisor Networks LLC01-10-2020
Michael Andrew HastingsLPL Financial LLCCetera Advisor Networks LLC01-10-2020
Robert David TuffordLPL Financial LLCCetera Advisor Networks LLC01-09-2020
Donald John HutchisonLPL Financial LLCCetera Advisor Networks LLC$2512-11-2019
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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.