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
Nader M GandevaniMoloney Securities Co., Inc.WestPark Capital, Inc.03-05-2020
Craig K. BillingsleyMoloney Securities Co., Inc.Morgan Stanley$5006-11-2019
Lars Dean OmlidMoloney Securities Co., Inc.Financial Planning Consultants, Inc.07-02-2018
Sarah Zillion BurgerMoloney Securities Co., Inc.Financial Planning Consultants, Inc.$5007-02-2018
Steve Alan TeibelMoloney Securities Co., Inc.Financial Planning Consultants, Inc.$1007-02-2018
Vernon Lucas AlbrightMoloney Securities Co., Inc.Cabot Lodge Securities LLC01-22-2018
Mark David HouseMoloney Securities Co., Inc.Smith, Moore & Co.07-31-2017
Derrick Allen BraunerMoloney Securities Co., Inc.Smith, Moore & Co.07-31-2017
Adam James MaherMoloney Securities Co., Inc.Smith, Moore & Co.07-31-2017
Gene V PanasenkoMoloney Securities Co., Inc.LPL Financial LLC$13103-10-2017
Robert Bernard FinnMoloney Securities Co., Inc.World Equity Group, Inc.02-07-2017
Gregory Alan FishkindMoloney Securities Co., Inc.Financial West Group$2501-31-2017
Donald Scott BoyceMoloney Securities Co., Inc.Moloney Securities Co., Inc.$20001-03-2017
Sara Aiping NgMoloney Securities Co., Inc.Axiom Capital Management, Inc.11-03-2016
Robert Andrew KahnMoloney Securities Co., Inc.Edward Jones11-02-2016
George Gregory CaseyMoloney Securities Co., Inc.R. F. Lafferty & Co., Inc.$20006-16-2016
Jon Russel GilstrapMoloney Securities Co., Inc.LPL Financial LLC$1006-01-2016
Lawrance Charles SkiboMoloney Securities Co., Inc.Financial West Group10-30-2015
Gretchen Marie SchorrMoloney Securities Co., Inc.Independent Financial Group, LLC10-09-2015
Jeffrey M. CohenMoloney Securities Co., Inc.Western International Securities, Inc.10-07-2015
Glenn Herbert CrayMoloney Securities Co., Inc.J.P. Turner & Company, L.L.C.09-18-2015
Cathleen Anne WrisbergMoloney Securities Co., Inc.Edward Jones07-07-2015
Steven Paul BrooksMoloney Securities Co., Inc.MML Investors Services, LLC01-31-2013
Glennon James ColeMoloney Securities Co., Inc.First Brokerage America, LLC09-14-2012
Alfred Ray PainterMoloney Securities Co., Inc.Smith, Moore & Co.02-24-2012
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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.