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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Orion Kelly WillisCentaurus Financial, Inc.INVEST Financial Corporation11-08-2013
Otto Ramon Bohon Jr.Centaurus Financial, Inc.Wells Fargo Clearing Services, LLC07-20-2012
Gregory John RichardsCentaurus Financial, Inc.Questar Capital Corporation$1005-17-2011
Gilberto Ramon RamosCentaurus Financial, Inc.New England Securities02-28-2011
James Robert NelsonCentaurus Financial, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-14-2011
John Jacob MerazCentaurus Financial, Inc.Securian Financial Services, Inc.03-22-2010
Merissa Lynn BrinkerhoffCenter Street Securities, Inc.BBVA Securities Inc.08-18-2015
James Joseph ToddyCenter Street Securities, Inc.Trustmont Financial Group, Inc.06-07-2012
Richard David BlytheCetera Advisor Networks LLCSummit Brokerage Services, Inc.$5009-20-2019
Robert William FaehnrichCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
April LovelletteCetera Advisor Networks LLCInvestment Centers of America, Inc.05-11-2015
Scott Arthur GroneCetera Advisor Networks LLCMetLife Securities Inc.10-20-2014
Teena Ann MilldebrandtCetera Advisor Networks LLCMetLife Securities Inc.10-20-2014
Robert John WestbrookCetera Advisor Networks LLCNew England Securities$2505-02-2014
Robert R ScolaCetera Advisor Networks LLCTower Square Securities, Inc.09-03-2013
Brandon James EcheverriaCetera Advisor Networks LLCTower Square Securities, Inc.09-03-2013
Robert John WerneckeCetera Advisor Networks LLCWalnut Street Securities, Inc.09-03-2013
John Louis BainCetera Advisor Networks LLCWFG Investments, Inc.01-20-2010
Jeffrey D AnthonyCetera Advisors LLCJ.P. Morgan Securities LLC05-09-2019
Scott G. AitkenCetera Advisors LLCJ.P. Morgan Securities LLC05-09-2019
Ricky Peter StarkCetera Advisors LLCWells Fargo Advisors Financial Network, LLC$10004-30-2019
James Harold StarkCetera Advisors LLCWells Fargo Advisors Financial Network, LLC$10004-30-2019
Elizabeth E CracchioloCetera Advisors LLCWells Fargo Advisors Financial Network, LLC$5004-30-2019
Lionel Vincent EvansCetera Advisors LLCEdward Jones$2501-31-2017
Deborah Tucker MagrinoCetera Advisors LLCInvestors Capital Corp.10-03-2016
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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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