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
Matthew Gregory JelnickyLPL Financial LLCCetera Advisor Networks LLC$1007-20-2015
Deborah M SweeneyLPL Financial LLCCetera Advisor Networks LLC07-20-2015
Tara Suzanne McDonaldLPL Financial LLCCetera Advisor Networks LLC04-10-2014
Jessica Nadine SextonLPL Financial LLCCetera Advisor Networks LLC03-05-2014
Gary Lee WinterhofLPL Financial LLCCetera Advisor Networks LLC12-18-2009
Scott Christopher HallettLPL Financial LLCCetera Advisor Networks LLC$1012-18-2009
Kathleen Marie Beach PetersenLPL Financial LLCCetera Advisor Networks LLC12-18-2009
Christina Catherine JusticeLPL Financial LLCCetera Advisor Networks LLC12-18-2009
Edward Charles SmithLPL Financial LLCCetera Advisor Networks LLC09-16-2009
Marianne Elizabeth ZawackiLPL Financial LLCCetera Advisor Networks LLC09-15-2009

Showing 1 to 10 of 10 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.