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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Recruiting Scoreboard (Q4 2020)

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Sarah C BevinsMoney Concepts Capital CorpCetera Advisor Networks LLC09-17-2020
Lisa Ann VilardiPensionmark Securities, LLCCetera Advisor Networks LLC09-01-2020
April LovelletteWoodbury Financial Services, Inc.Cetera Advisor Networks LLC07-02-2020
Deborah Sue SimsMadison Avenue Securities, LLCCetera Advisor Networks LLC03-09-2020
Meenakshi SharmaAmeriprise Financial Services, LLCCetera Advisor Networks LLC01-22-2020
Tarik EldinLPL Financial LLCCetera Advisor Networks LLC01-10-2020
Michael Andrew HastingsLPL Financial LLCCetera Advisor Networks LLC01-10-2020
John Raymond MataSA Stone Wealth Management Inc.Cetera Advisor Networks LLC$15001-08-2020
Robert Steven GoldWoodbury Financial Services, Inc.Cetera Advisor Networks LLC$2501-02-2020
John Michael NashMerrill Lynch, Pierce, Fenner & Smith IncorporatedCetera Advisor Networks LLC$1,00010-08-2019
Dustin James BlodgettInsight Capital Management, LLCCetera Advisor Networks LLC09-11-2019
Timothy Bryan MenezCapital Management Advisor Group, LLCCetera Advisor Networks LLC08-14-2019
Clifford Dennis NeillLPL Financial LLCCetera Advisor Networks LLC03-04-2019
John Uhl RoneyLPL Financial LLCCetera Advisor Networks LLC$10003-04-2019
Kevin Eric HarveyLPL Financial LLCCetera Advisor Networks LLC03-04-2019
Devin John PotterLPL Financial LLCCetera Advisor Networks LLC03-04-2019
Daniel Joseph HarveyLPL Financial LLCCetera Advisor Networks LLC03-04-2019
Matthew R DonnerLPL Financial LLCCetera Advisor Networks LLC03-04-2019
Etsuji Edward OizumiMML Investors Services, LLCCetera Advisor Networks LLC02-04-2019
Leonard Emil Moulin IIISB WealthCetera Advisor Networks LLC01-24-2019
Howard Graham JonesPlanMember Securities CorporationCetera Advisor Networks LLC01-18-2019
Jena Elizabeth SchusterSB WealthCetera Advisor Networks LLC$5011-20-2018
Brent Roger AndersonSagePoint Financial, Inc.Cetera Advisor Networks LLC11-02-2018
Stephen Francis ConnorsLPL Financial LLCCetera Advisor Networks LLC$2510-15-2018
Robert Walter BrennanLPL Financial LLCCetera Advisor Networks LLC$5009-06-2018
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Showing 1 to 25 of 96 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.