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
Jonathan ThompsonSecurities America, Inc.State Farm VP Management Corp.01-24-2020
Byron Joseph LeachSecurities America, Inc.H. Beck, Inc.01-08-2020
David Chester McAlisterSecurities America, Inc.SA Stone Wealth Management Inc.01-02-2020
Patrick Lee WilliamsSecurities America, Inc.SA Stone Wealth Management Inc.$1001-02-2020
Joseph Gerard CampisiSecurities America, Inc.H. Beck, Inc.$5012-24-2019
Kenneth Richard Gula Sr.Securities America, Inc.BestVest Investments, Ltd.12-19-2019
Mark Richard WeibelSecurities America, Inc.Citizens Securities, Inc.09-26-2019
Norman Stewart StrobelSecurities America, Inc.MML Investors Services, LLC$10009-19-2019
David James SeibelSecurities America, Inc.Next Financial Group, Inc.$5003-22-2019
Kenneth Dean JohnsonSecurities America, Inc.Next Financial Group, Inc.$5003-22-2019
Yaacov YisraelSecurities America, Inc.Raymond James Financial Services, Inc.03-22-2019
David BarolSecurities America, Inc.Questar Capital Corporation$10002-22-2019
David Benjamin KaySecurities America, Inc.Questar Capital Corporation02-22-2019
Cheryl S. GlazerSecurities America, Inc.Questar Capital Corporation$2512-27-2018
Michael Craig BucherSecurities America, Inc.Questar Capital Corporation$5012-18-2018
Patricia W. LalondeSecurities America, Inc.Questar Capital Corporation12-14-2018
John Eugene LanzettaSecurities America, Inc.Questar Capital Corporation12-10-2018
Rodney Allen BreyerSecurities America, Inc.American Portfolios Financial Services, Inc.$10010-31-2018
Joanne Lee WeidnerSecurities America, Inc.Mutual of Omaha Investor Services, Inc.$5008-17-2018
Joseph F St PedroSecurities America, Inc.National Planning Corporation11-01-2017
John Patrick ReidySecurities America, Inc.National Planning Corporation11-01-2017
Joanne Marie NataleSecurities America, Inc.National Planning Corporation10-26-2017
John David AndersonSecurities America, Inc.National Planning Corporation10-25-2017
Thomas Evan ZeweSecurities America, Inc.National Planning Corporation10-19-2017
Jeffrey Jon BuchananSecurities America, Inc.National Planning Corporation$10010-19-2017
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Showing 1 to 25 of 52 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.