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
Reid Michael JohnsonCetera Advisor Networks LLCAmeriprise Financial Services, LLC$1001-11-2011
Richard Cotten MurphyCetera Advisor Networks LLCEdward Jones$1010-27-2011
Eugene Elmer DuhamelCetera Advisor Networks LLCCUSO Financial Services, L.P.03-28-2013
Dahna Cooper ClarkeCetera Advisor Networks LLCINVEST Financial Corporation10-25-2013
Kelly Lyn SteckleinCetera Advisor Networks LLCSecurities America, Inc.12-02-2013
Brandon Matthew KaneCetera Advisor Networks LLCWells Fargo Clearing Services, LLC$1002-10-2016
Lucinda Lee NovakCetera Advisor Networks LLCTransamerica Financial Advisors, Inc02-28-2017
Sanjoy DasguptaCetera Advisor Networks LLCCambridge Investment Research, Inc.$1008-15-2017
Susan Jane PerronCetera Advisor Networks LLCCambridge Investment Research, Inc.$5008-17-2017
Jeffrey Scott MarkewichCetera Advisor Networks LLCUnited Capital Financial Advisers11-01-2017
Jeremy BuschCetera Advisor Networks LLCEdward Jones12-14-2017
Regan SampleCetera Advisor Networks LLCEdward Jones$15006-04-2018
Heidi Marie SchoenbergerCetera Advisor Networks LLCLPL Financial LLC$5010-26-2018
Beth Vivian WalkerCetera Advisor Networks LLCThe Wealth Consulting Group$5008-26-2019

Showing 1 to 14 of 14 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.