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
Adam Gregory ProvanceLPL Financial LLCCetera Advisor Networks LLC12-09-2013
Agnes Ann RoachLPL Financial LLCCetera Advisor Networks LLC$1711-01-2018
Alan Jay LevineLPL Financial LLCCetera Advisor Networks LLC$10004-29-2010
Albert Edward Oxenreiter IIILPL Financial LLCCetera Advisor Networks LLC09-19-2019
Allen Michael HallLPL Financial LLCCetera Advisor Networks LLC10-19-2018
Amanda Kong PhimmachackLPL Financial LLCCetera Advisor Networks LLC$2510-01-2013
Andrew Martin MeehanLPL Financial LLCCetera Advisor Networks LLC09-18-2012
Babajide Adeniyi OluyemiLPL Financial LLCCetera Advisor Networks LLC$5007-29-2010
Benjamin Hall RicheyLPL Financial LLCCetera Advisor Networks LLC06-22-2016
Boyce Michael TollisonLPL Financial LLCCetera Advisor Networks LLC$2507-06-2012
Bradley Christopher TowersLPL Financial LLCCetera Advisor Networks LLC$5010-01-2013
Brett Alan BayerLPL Financial LLCCetera Advisor Networks LLC$2502-10-2020
Brian Andrew VossLPL Financial LLCCetera Advisor Networks LLC$5010-19-2018
Brian M McQueeneyLPL Financial LLCCetera Advisor Networks LLC$5010-16-2017
Brian Richard BronkLPL Financial LLCCetera Advisor Networks LLC06-28-2018
Bridget Ann PlataniaLPL Financial LLCCetera Advisor Networks LLC06-20-2018
Cameron David HubbardLPL Financial LLCCetera Advisor Networks LLC10-19-2018
Carl Anthony CaitoLPL Financial LLCCetera Advisor Networks LLC09-08-2014
Carrie Elizabeth BowmanLPL Financial LLCCetera Advisor Networks LLC$5003-05-2020
Catherine Theresa DecarloLPL Financial LLCCetera Advisor Networks LLC04-18-2016
Chad I ArseneauLPL Financial LLCCetera Advisor Networks LLC$2510-19-2018
Chad Rikio KunihisaLPL Financial LLCCetera Advisor Networks LLC08-01-2016
Charles Bryan TuttLPL Financial LLCCetera Advisor Networks LLC$5007-21-2016
Charles Gary DrakeLPL Financial LLCCetera Advisor Networks LLC$2507-30-2018
Charles Lee ReeseLPL Financial LLCCetera Advisor Networks LLC$5009-07-2018
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Showing 1 to 25 of 218 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.