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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Johnnie Earl JurgensenLPL Financial LLCCetera Advisor Networks Llc$2502-10-2020
Deanna Ruth MohorichLPL Financial LLCCetera Advisor Networks LLC01-10-2020
Donald John HutchisonLPL Financial LLCCetera Advisor Networks LLC$2512-11-2019
Charles West GardnerLPL Financial LLCCetera Advisor Networks LLC12-02-2019
Kyle Charles GardnerLPL Financial LLCCetera Advisor Networks LLC12-02-2019
Harry Robert BayardLPL Financial LLCCetera Advisor Networks LLC11-19-2019
Janell Marie SemrowLPL Financial LLCCetera Advisor Networks LLC$25010-31-2019
Michael Charles CummingsLPL Financial LLCCetera Advisor Networks LLC$25010-31-2019
Matthew Glynn OxenreiterLPL Financial LLCCetera Advisor Networks LLC$50009-19-2019
Theodore Francis Staats IIILPL Financial LLCCetera Advisor Networks LLC09-19-2019
Albert Edward Oxenreiter IIILPL Financial LLCCetera Advisor Networks LLC09-19-2019
Marc Andrew SteinLPL Financial LLCCetera Advisor Networks LLC$50007-17-2019
Robert F. BlairLPL Financial LLCCetera Advisor Networks LLC06-24-2019
Clifford Dennis NeillLPL Financial LLCCetera Advisor Networks LLC$10003-04-2019
John Uhl RoneyLPL Financial LLCCetera Advisor Networks LLC$10003-04-2019
Kevin Eric HarveyLPL Financial LLCCetera Advisor Networks LLC$10003-04-2019
Devin John PotterLPL Financial LLCCetera Advisor Networks LLC$10003-04-2019
Richard Charles DonnerLPL Financial LLCCetera Advisor Networks LLC$50003-04-2019
Matthew Richard DonnerLPL Financial LLCCetera Advisor Networks LLC03-04-2019
William John Hrapmann Jr.LPL Financial LLCCetera Advisor Networks LLC12-12-2018
Gary Lee MeagherLPL Financial LLCCetera Advisor Networks LLC12-12-2018
Richard Neil FischmanLPL Financial LLCCetera Advisor Networks LLC$10012-07-2018
Wendi Pamela Lee DiaconoLPL Financial LLCCetera Advisor Networks LLC$10012-07-2018
Tracy Neal AdamsLPL Financial LLCCetera Advisor Networks LLC$10012-05-2018
William Barnard HanafordLPL Financial LLCCetera Advisor Networks LLC$25012-05-2018
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Showing 1 to 25 of 206 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.