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.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Edward Luck RowellSummit Brokerage Services, Inc.J.P. Turner & Company, L.L.C.10-30-2015
Scott Robert McGimpseySummit Brokerage Services, Inc.J.P. Turner & Company, L.L.C.$1010-20-2015
David Keith VanhoutenSummit Brokerage Services, Inc.J.P. Turner & Company, L.L.C.10-08-2015
Ernest Anthony CozziSummit Brokerage Services, Inc.J.P. Turner & Company, L.L.C.$2510-05-2015
Gregory Bruce NortonSummit Brokerage Services, Inc.J.P. Turner & Company, L.L.C.09-22-2015
Jeffrey Gerard MeyersSummit Brokerage Services, Inc.J.P. Turner & Company, L.L.C.$1009-21-2015
Deborah Sue SimsSummit Brokerage Services, Inc.J.P. Turner & Company, L.L.C.09-21-2015
Kenneth Jay SchnollSummit Brokerage Services, Inc.J.P. Turner & Company, L.L.C.$1009-17-2015
Clarence Ronald Patton Jr.Summit Brokerage Services, Inc.J.P. Turner & Company, L.L.C.09-17-2015
Dennis James AlbaneseSummit Brokerage Services, Inc.J.P. Turner & Company, L.L.C.$2509-16-2015
Joseph Polanski Jr.Summit Brokerage Services, Inc.J.P. Turner & Company, L.L.C.$1009-16-2015
Harry Robert BayardSummit Brokerage Services, Inc.J.P. Turner & Company, L.L.C.09-16-2015
Daniel Jude KieferSummit Brokerage Services, Inc.J.P. Turner & Company, L.L.C.$5009-15-2015
April D. WallaceSummit Brokerage Services, Inc.J.P. Turner & Company, L.L.C.$1009-15-2015
Evgueni OksSummit Brokerage Services, Inc.J.P. Turner & Company, L.L.C.09-15-2015
Mark William SundstromSummit Brokerage Services, Inc.J.P. Turner & Company, L.L.C.09-15-2015
David Walter LuebkeSummit Brokerage Services, Inc.J.P. Turner & Company, L.L.C.$1009-11-2015
Dean Allen BoschertSummit Brokerage Services, Inc.J.P. Turner & Company, L.L.C.$1009-11-2015
Max ZubiateSummit Brokerage Services, Inc.J.P. Turner & Company, L.L.C.09-11-2015
Danny Leston DanielSummit Brokerage Services, Inc.J.P. Turner & Company, L.L.C.09-11-2015
Steven Charles EndersSummit Brokerage Services, Inc.J.P. Turner & Company, L.L.C.$10009-09-2015
Stephen Duane StechSummit Brokerage Services, Inc.J.P. Turner & Company, L.L.C.$5009-09-2015
Mark Richard RuppSummit Brokerage Services, Inc.J.P. Turner & Company, L.L.C.$2509-09-2015
Marcus Floyd MeyerSummit Brokerage Services, Inc.J.P. Turner & Company, L.L.C.09-09-2015
Kimberly Joanne Crichton EndersSummit Brokerage Services, Inc.J.P. Turner & Company, L.L.C.09-09-2015
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Showing 1 to 25 of 53 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.

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