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
John Raymond MataSA Stone Wealth Management Inc.Cetera Advisor Networks LLC$15001-08-2020
Jason Thomas RidleySA Stone Wealth Management Inc.Nationwide Securities, LLC01-06-2020
Eric Christian FroehlichSA Stone Wealth Management Inc.Quest Capital Strategies, Inc.12-06-2019
Kenneth J. GamelinSA Stone Wealth Management Inc.Quest Capital Strategies, Inc.12-06-2019
Thomas Howard LemasSA Stone Wealth Management Inc.Quest Capital Strategies, Inc.$5012-06-2019
Fredric Jeffrey LoweSA Stone Wealth Management Inc.Quest Capital Strategies, Inc.$5012-06-2019
Patrick Joseph ReardonSA Stone Wealth Management Inc.Quest Capital Strategies, Inc.12-06-2019
Eamon Francis ToscanoSA Stone Wealth Management Inc.Quest Capital Strategies, Inc.$2512-06-2019
George William WatersSA Stone Wealth Management Inc.Quest Capital Strategies, Inc.$2512-06-2019
Stephen Harold HolzbergSA Stone Wealth Management Inc.Quest Capital Strategies, Inc.12-06-2019
Patrick William LynchSA Stone Wealth Management Inc.Quest Capital Strategies, Inc.$5012-06-2019
Marco Aurelio MorosSA Stone Wealth Management Inc.Quest Capital Strategies, Inc.$5012-06-2019
Mark Jerry BravermanSA Stone Wealth Management Inc.Quest Capital Strategies, Inc.$5012-06-2019
James Edgar RoachSA Stone Wealth Management Inc.Quest Capital Strategies, Inc.12-06-2019
David Mathew WinieckiSA Stone Wealth Management Inc.Quest Capital Strategies, Inc.$10012-06-2019
Joan Leslie PulizzanoSA Stone Wealth Management Inc.Quest Capital Strategies, Inc.12-06-2019
Mary Joan MullenSA Stone Wealth Management Inc.Quest Capital Strategies, Inc.12-06-2019
John Robert McCarthySA Stone Wealth Management Inc.Quest Capital Strategies, Inc.12-06-2019
Robert Kelley Walker IISA Stone Wealth Management Inc.Quest Capital Strategies, Inc.12-06-2019
Kenneth John SuttonSA Stone Wealth Management Inc.Quest Capital Strategies, Inc.$5012-06-2019
Sharon Ann KowaleskySA Stone Wealth Management Inc.Quest Capital Strategies, Inc.12-06-2019
Alvin Thomas PerhacsSA Stone Wealth Management Inc.Quest Capital Strategies, Inc.$5012-06-2019
Laurie Grange KellySA Stone Wealth Management Inc.Quest Capital Strategies, Inc.12-06-2019
Daniel Alexander CornettSA Stone Wealth Management Inc.Quest Capital Strategies, Inc.12-06-2019
Joseph John YashSA Stone Wealth Management Inc.Quest Capital Strategies, Inc.$2512-06-2019
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Showing 1 to 25 of 267 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.