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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Susan Lavon WeloSecurities America, Inc.Investment Centers of America, Inc.$1010-07-2009
Timothy Joel SchultzSecurities America, Inc.Investment Centers of America, Inc.02-24-2011
Christopher John BirminghamSecurities America, Inc.Investment Centers of America, Inc.$2502-01-2012
Lynn Marie FordSecurities America, Inc.Investment Centers of America, Inc.$1002-01-2012
Christopher James SiversonSecurities America, Inc.Investment Centers of America, Inc.02-01-2012
Gary John GahlerSecurities America, Inc.Investment Centers of America, Inc.$5002-24-2012
Thomas W GahlerSecurities America, Inc.Investment Centers of America, Inc.02-24-2012
Susan Gail SauvageauSecurities America, Inc.Investment Centers of America, Inc.05-22-2012
Gregory Alan BowarSecurities America, Inc.Investment Centers of America, Inc.$1008-24-2012
James Bryant EllingsonSecurities America, Inc.Investment Centers of America, Inc.$1008-31-2012
Lynn Ronald WaddellSecurities America, Inc.Investment Centers of America, Inc.10-12-2017
Kirk Lee WardSecurities America, Inc.Investment Centers of America, Inc.$2510-13-2017
Sandra Jean CameronSecurities America, Inc.Investment Centers of America, Inc.$1210-23-2017
James G. CusimanoSecurities America, Inc.Investment Centers of America, Inc.10-23-2017
Deanna Dawn BakerSecurities America, Inc.Investment Centers of America, Inc.10-23-2017
Jamie OgolinSecurities America, Inc.Investment Centers of America, Inc.10-23-2017

Showing 1 to 16 of 16 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.