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
Kyle Steven AschlimanSigma Financial CorporationSII Investments, Inc.01-02-2018
Donald Michael DenstaedtWoodbury Financial Services, Inc.SII Investments, Inc.11-16-2017
Jeffrey Richard HoenleWoodbury Financial Services, Inc.SII Investments, Inc.11-16-2017
Gregory William HoenleWoodbury Financial Services, Inc.SII Investments, Inc.11-16-2017
Patrick HorwitzSecurities Service Network, LLCSII Investments, Inc.11-08-2017
Candace M. GillesCFD Investments, Inc.SII Investments, Inc.09-21-2017
Ronald Wayne HatowayParkland Securities, LLCSII Investments, Inc.04-02-2015
Nathan Kendrick McCrillisPNC InvestmentsSII Investments, Inc.04-07-2011
Joan C. PetrisProEquities, Inc.SII Investments, Inc.$102-23-2010
Lisa Kay EversonSigma Financial CorporationSII Investments, Inc.$1001-02-2018
Gregory Max WhitenackSigma Financial CorporationSII Investments, Inc.$5001-02-2018
Matthew James BerryLPL Financial LLCSII Investments, Inc.$5005-29-2020
Jason Michael KendallWoodbury Financial Services, Inc.SII Investments, Inc.$8711-15-2017
Jason Francis EdwardsJ.P. Morgan Securities LLCSII Investments, Inc.$10007-29-2014

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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.