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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Sandra Lee WalshLPL Financial LLCCetera Investment Services LLC$5005-13-2020
Jane Marie MathewsLPL Financial LLCCetera Investment Services LLC$5005-13-2020
John Delaney FosterLPL Financial LLCCetera Investment Services LLC05-13-2020
Todd Sherman GautreauxLPL Financial LLCCetera Investment Services LLC05-13-2020
Jeffrey Patrick HeardHancock Whitney Investment Services Inc.Cetera Investment Services LLC01-21-2020
Coyt Lamar NicholsonHancock Whitney Investment Services Inc.Cetera Investment Services LLC02-08-2019
Donnas Edmond LandryNext Financial Group, Inc.Cetera Investment Services LLC$5004-02-2018
Stacey Janay CorbelloQuestar Capital CorporationCetera Investment Services LLC11-17-2017
Mark Edward ChachereAllstate Financial Services, LLCCetera Investment Services LLC08-18-2017
Joseph Christopher ThibeauxMetLife Securities Inc.Cetera Investment Services LLC03-30-2015
Chrystal R AdamsAvantax Investment Services, Inc.Cetera Investment Services LLC03-23-2010
Randy Paul KinchenLPL Financial LLCCetera Investment Services LLC$5002-26-2010
Jeremy A. SmithLPL Financial LLCCetera Investment Services LLC02-26-2010
Margaret Adele ColemanJ.P. Morgan Securities LLCCetera Investment Services LLC01-28-2010

Showing 1 to 14 of 14 entries

Page 1

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.