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
Daniel Justin DunnCalton & Associates, Inc.Cambridge Investment Research, Inc.$15002-21-2020
Todd Stephen BenschneiderCalton & Associates, Inc.Paulson Investment Company LLC01-06-2020
Lori Rae TaylorCalton & Associates, Inc.AXA Advisors, LLC11-08-2019
David M. SharpCalton & Associates, Inc.LPL Financial LLC10-14-2019
Reed Norman LengelCalton & Associates, Inc.Ifs Securities$2510-09-2019
Scott E. HendrixCalton & Associates, Inc.Sigma Financial Corporation10-09-2019
Tina Miau Leng TjonglinkCalton & Associates, Inc.Ifs Securities10-01-2019
Wesley Scott WiltCalton & Associates, Inc.Arbor Point Advisors08-15-2019
Rita Carol BrutonCalton & Associates, Inc.Securities America, Inc.08-15-2019
Jerry Devon JohnsonCalton & Associates, Inc.Next Financial Group, Inc.08-05-2019
Todd Richard PersicoCalton & Associates, Inc.Edward Jones07-29-2019
Thomas Jefferson RouseCalton & Associates, Inc.ProEquities, Inc.07-22-2019
Edward Roy ClarkCalton & Associates, Inc.Capital Financial Services, Inc.07-02-2019
Allen Thomas BrogaardCalton & Associates, Inc.Capital Financial Services, Inc.$5006-28-2019
Joseph A. GeorgesCalton & Associates, Inc.Capital Financial Services, Inc.06-28-2019
James H. ArndtCalton & Associates, Inc.Essex Securities LLC06-10-2019
John Patrick VilkerCalton & Associates, Inc.Capital Financial Services, Inc.05-31-2019
Jerry Leland BelnapCalton & Associates, Inc.Waddell & Reed05-29-2019
Klaus Dieter MiodovCalton & Associates, Inc.CAPITAL FINANCIAL SERVICES, INC.05-01-2019
Kyle Alan HowellCalton & Associates, Inc.Royal Alliance Associates, Inc.$15004-22-2019
Richard A. Rodriguez Jr.Calton & Associates, Inc.Concorde Investment Services, LLC02-12-2019
Brenda Marie OldhamCalton & Associates, Inc.ELE Wealth Advisors, Inc.$1001-31-2019
Michael James KerriganCalton & Associates, Inc.SagePoint Financial, Inc.01-07-2019
Stephen Christopher MeikleCalton & Associates, Inc.International Assets Advisory, LLC$15012-07-2018
Bryson Tyler MacchioneCalton & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2511-01-2018
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Showing 1 to 25 of 74 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.