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
Aaron N. PavaoJ.K. Financial Services, Inc.Cetera Advisor Networks LLC05-03-2018
Amanda Kong PhimmachackLPL Financial LLCCetera Advisor Networks LLC$2510-01-2013
Andrew Christopher PappMinistry Partners Securities, LLCCetera Advisor Networks LLC08-06-2014
Anthony Lawrence SafferSecurities America, Inc.Cetera Advisor Networks LLC$5004-30-2014
Audrey Ellen ColemanSecurities America, Inc.Cetera Advisor Networks LLC$5004-30-2014
Babatope Oladele AjileyePruco Securities, LLC.Cetera Advisor Networks LLC09-19-2016
Barton Raymond KetterlingCommonwealth Financial NetworkCetera Advisor Networks LLC07-01-2009
Betsy J. MerrittSecurities America, Inc.Cetera Advisor Networks LLC$9312-15-2016
Bradley BronkCommonwealth Financial NetworkCetera Advisor Networks LLC$15007-01-2009
Bradley Christopher TowersLPL Financial LLCCetera Advisor Networks LLC$5010-01-2013
Bradley James LowFinancial Telesis IncCetera Advisor Networks LLC01-04-2010
Brent Roger AndersonSagePoint Financial, Inc.Cetera Advisor Networks LLC$1011-02-2018
Brian M McQueeneyLPL Financial LLCCetera Advisor Networks LLC$5010-16-2017
Catherine Theresa DecarloLPL Financial LLCCetera Advisor Networks LLC04-18-2016
Christian Thains RizziLPL Financial LLCCetera Advisor Networks LLC$10009-06-2018
Christopher Dean MansuChase Investment Services Corp.Cetera Advisor Networks LLC10-18-2010
Christopher Reid MayerEdward JonesCetera Advisor Networks LLC$1011-25-2011
Clifford Dennis NeillLPL Financial LLCCetera Advisor Networks LLC03-04-2019
Clinton Datees GharibMadison Avenue Securities, LLCCetera Advisor Networks LLC$5001-13-2020
Dale Fredrick CorsCors Financial PlanningCetera Advisor Networks LLC09-06-2016
Daniel Burke BeltranNational Planning CorporationCetera Advisor Networks LLC$5007-30-2015
Daniel Joseph HarveyLPL Financial LLCCetera Advisor Networks LLC03-04-2019
Daniel MehanLPL Financial LLCCetera Advisor Networks LLC07-25-2018
Daniel Peter LarsenLPL Financial LLCCetera Advisor Networks LLC10-11-2016
David George SylvesterCavu Wealth AdvisorsCetera Advisor Networks LLC10-21-2009
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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.