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
Adam SmithInvestacorp, Inc.Ifs Securities09-20-2019
Andrew Joseph FairchildInvestacorp, Inc.Investors Capital Corp.08-15-2014
Andy S. RampersaudInvestacorp, Inc.Cambridge Investment Research, Inc.$15006-27-2014
Anthony Edwin UnterseeInvestacorp, Inc.SII Investments, Inc.$5008-22-2014
Arik BotierInvestacorp, Inc.J.P. Turner & Company, L.L.C.03-05-2013
Bradford Harold LeblancInvestacorp, Inc.Cetera Advisors LLC02-17-2017
Brenda Marie OldhamInvestacorp, Inc.LPL Financial LLC02-24-2010
Brenda Patricia CatugnoInvestacorp, Inc.Chase Investment Services Corp.$2508-03-2012
Brian Scott KovenerInvestacorp, Inc.Summit Brokerage Services, Inc.01-06-2011
Bryan Patrick HaleyInvestacorp, Inc.Edward Jones02-15-2016
Candy D. MurphyInvestacorp, Inc.Raymond James & Associates, Inc.$1001-28-2011
Carmen Dean Morrone Jr.Investacorp, Inc.National Securities Corporation09-06-2016
Ceferino RodriguezInvestacorp, Inc.Independent Financial Partners11-30-2015
Charlene Denise MontsInvestacorp, Inc.Andes Capital Group, LLC03-15-2013
Charles Ernest Proutey Jr.Investacorp, Inc.SII Investments, Inc.08-22-2014
Cory J. DavisInvestacorp, Inc.Northwestern Mutual Investment Services, LLC09-11-2012
Dana Austin WrightInvestacorp, Inc.LPL Financial LLC03-18-2014
Darrell Paul LongInvestacorp, Inc.INVEST Financial Corporation$102-26-2014
Darren Gregory JurickInvestacorp, Inc.Ameriprise Financial Services, LLC$6408-19-2016
David Charles MillerInvestacorp, Inc.Calton & Associates, Inc.06-15-2017
David Christopher OrtizInvestacorp, Inc.National Planning Corporation$5011-15-2011
David R. KoifmanInvestacorp, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-24-2016
David Roland CloggInvestacorp, Inc.Chapin, Davis06-20-2014
Douglas W. McCallInvestacorp, Inc.Ameritas Investment Company, LLC01-08-2018
Dustin Alan JonesInvestacorp, Inc.SECU Brokerage Services01-07-2014
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Showing 1 to 25 of 88 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.