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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Teresa Marie ToyamaCentaurus Financial, Inc.Centaurus Financial, Inc.06-25-2019
Erol Aaron WoodsCentaurus Financial, Inc.AXA Advisors, LLC02-19-2019
Daniel M. AvalosCentaurus Financial, Inc.J.P. Morgan Securities LLC02-12-2019
Marcelle Denise SolimanCentaurus Financial, Inc.Park Avenue Securities LLC$2502-07-2019
Gene Wilbur Williams Jr.Centaurus Financial, Inc.Questar Capital Corporation02-01-2019
Joseph William PezickCentaurus Financial, Inc.Securities America, Inc.01-29-2019
Skyler C. StokesCentaurus Financial, Inc.Independent Financial Group, LLC01-21-2019
James Paul NorrisCentaurus Financial, Inc.LPL Financial LLC$5001-15-2019
Monika Bet-EivazCentaurus Financial, Inc.Raymond James & Associates, Inc.01-07-2019
William FuentesCentaurus Financial, Inc.Questar Capital Corporation$2501-02-2019
Michael Anthony EliasCentaurus Financial, Inc.Packerland Brokerage Services, Inc.01-02-2019
Steven W. LundquistCentaurus Financial, Inc.Ameriprise Financial Services, LLC$612-19-2018
James Edward SteigerCentaurus Financial, Inc.Institutional Securities Corporation09-19-2018
Melanie Lee ScullinCentaurus Financial, Inc.Signator Investors, Inc.09-13-2018
Garrick David GookinCentaurus Financial, Inc.Questar Capital Corporation08-21-2018
Rose Marie BizarroCentaurus Financial, Inc.Stira Capital Markets Group, LLC08-02-2018

Showing 1 to 16 of 16 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.