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
Bruce Frank PalmerINVEST Financial CorporationParkland Securities, LLC$2510-14-2013
Charles Robert LowMoney Concepts Capital CorpParkland Securities, LLC10-31-2013
Daniel Lee HaysJ. W. Cole Advisors, Inc.Parkland Securities, LLC05-21-2013
David Keith HaysJ.W. Cole Financial, Inc.Parkland Securities, LLC$10005-22-2013
Douglas B. HughesJ.W. Cole Financial, Inc.Parkland Securities, LLC$10005-24-2013
Ed MaisonetAmeriprise Financial Services, LLCParkland Securities, LLC05-13-2013
Eugene Robert Pender Sr.Fusion Capital ManagementParkland Securities, LLC12-07-2012
George Anton KouryProEquities, Inc.Parkland Securities, LLC02-04-2010
Gray Rives HudsonG. A. Repple & CompanyParkland Securities, LLC10-29-2010
John Francis MooreAmeriprise Financial Services, LLCParkland Securities, LLC03-19-2020
John Philip KerrJ.W. Cole Financial, Inc.Parkland Securities, LLC$107-01-2014
Joseph Charles ConnollySummit Brokerage Services, Inc.Parkland Securities, LLC$10001-15-2009
Kimberly Marie EberlyRaymond James & Associates, Inc.Parkland Securities, LLC04-22-2013
Mark ScordatoG.F. Investment Services, LLCParkland Securities, LLC06-24-2010
Michael Thomas FidlerJ.W. Cole Financial, Inc.Parkland Securities, LLC10-17-2013
Raymond Noel GarnerFORESTERS EQUITY SERVICES, INC.Parkland Securities, LLC11-08-2010
Rick Jay SimerlyLincoln Financial Securities CorporationParkland Securities, LLC$2505-05-2017
Ryan Thomas BelcherJ.W. Cole Financial, Inc.Parkland Securities, LLC$10005-28-2013
Scott Lee ChaneySummit Brokerage Services, Inc.Parkland Securities, LLC$2511-01-2018
Thomas Wolfe CurridG. A. Repple & CompanyParkland Securities, LLC04-12-2017

Showing 1 to 20 of 20 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.