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
Scott Austin CarlsonParkland Securities, LLCAllstate Financial Advisors, LLC$12001-05-2012
Gary Lee BreidingParkland Securities, LLCAllstate Financial Services, LLC$59008-28-2009
Kent Joseph SpottsParkland Securities, LLCAmeriprise Financial Services, Inc.11-10-2016
Ronald Douglas KyzarParkland Securities, LLCAmeritas Investment Corp.$10001-31-2013
Scott Lee OldsParkland Securities, LLCAvantax Investment Services, Inc.$10012-06-2017
Ching P. WangParkland Securities, LLCAXA Advisors, LLC03-01-2018
Kerri Ann DaneParkland Securities, LLCAXA Advisors, LLC$25004-25-2011
Jeffrey Stephen SelfParkland Securities, LLCAXA Advisors, LLC03-18-2011
Billy Peter CoronelParkland Securities, LLCBCG Securities, Inc.$22012-10-2013
James Warren Vassas Jr.Parkland Securities, LLCBCG Securities, Inc.$50012-09-2013
Robert Terence HaranParkland Securities, LLCCambridge Investment Research, Inc.$50009-19-2019
Hong DengParkland Securities, LLCCambridge Investment Research, Inc.01-02-2018
Daniel Leroy VeatchParkland Securities, LLCCentaurus Financial, Inc.$10001-04-2010
Kevin John ShanksParkland Securities, LLCCUNA Brokerage Services, Inc.$25006-13-2016
Darrell Allen MclaughlinParkland Securities, LLCFifth Third Securities, Inc.$10009-27-2016
Mitchell Gerard LangtonParkland Securities, LLCForesters Equity Services, Inc.10-05-2018
Jared I. GussinParkland Securities, LLCFSC Securities Corporation05-08-2019
Brad Alan HeydeParkland Securities, LLCGirard Securities, Inc.$10005-03-2010
Thomas Ross WildingParkland Securities, LLCGreat American Advisors, Inc.$50008-02-2010
Douglas Kilday FosterParkland Securities, LLCGWN Securities Inc.08-24-2011
Cindy Gail Cavener-SumnerParkland Securities, LLCGWN Securities Inc.09-01-2010
Lorin Tuck Leong ChunParkland Securities, LLCH. Beck, Inc.$10008-02-2011
Jeffrey David BuckParkland Securities, LLCH. Beck, Inc.08-02-2011
Scott Michael TusaParkland Securities, LLCH. Beck, Inc.08-02-2011
Branden Jason McAllisterParkland Securities, LLCHIMCO Distribution Services Company02-16-2012
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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.