Advisers on the Move

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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael Todd SissonSecurities America, Inc.Summit Brokerage Services, Inc.$5004-22-2019
Garth Jonathan TerlizziSecurities America, Inc.Private Ledger Financial Services, Incorporated$10004-12-2019
Albert Allen Jansen Jr.Securities America, Inc.Summit Brokerage Services, Inc.$5010-08-2018
Suparna M TirukondaSecurities America, Inc.Cambridge Investment Research, Inc.$2511-29-2017
James Lee BlosserSecurities America, Inc.National Planning Corporation$2510-16-2017
Andrew Noble MassieonSecurities America, Inc.National Planning Corporation$107-17-2017
John A. RundleSecurities America, Inc.National Planning Corporation07-17-2017
Robert Renner LaneSecurities America, Inc.National Planning Corporation$107-17-2017
Russell Eugene LaneSecurities America, Inc.National Planning Corporation$107-17-2017
Steven Q. AdamsonSecurities America, Inc.National Planning Corporation$107-17-2017
Todd Phillip AdrianSecurities America, Inc.National Planning Corporation07-17-2017
Randall Scott CobleSecurities America, Inc.LPL Financial LLC$111-10-2016
Marty Lou TydingsSecurities America, Inc.Cetera Advisors LLC01-13-2016
Tyler Edward SchultzSecurities America, Inc.Edward Jones03-01-2014
Kyle Wallace StevensSecurities America, Inc.QA3 Financial Corp.$5002-16-2011
Rick Nelson StevensSecurities America, Inc.QA3 Financial Corp.$5002-16-2011
Idonna Lucile BraggSecurities America, Inc.Wells Fargo Clearing Services, LLC07-09-2009

Showing 1 to 17 of 17 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.


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