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
William Tethelonius JohnsonSt. Germain Securities, Inc.New England Securities01-02-2015
John Elias NameyAvantax Investment Services, Inc.New England Securities05-02-2014
George Aristides GoulasCambridge Investment Research, Inc.New England Securities03-12-2014
Michael A DonahueAvantax Investment Services, Inc.New England Securities03-10-2014
Ryan Raymond LeblancCUSO Financial Services, L.P.New England Securities$902-24-2014
Sidney Moore StarksLPL Financial LLCNew England Securities01-30-2013
Christopher Carr HammondLPL Financial LLCNew England Securities09-27-2012
Taia Jean RileyNorthwestern Mutual Investment Services, LLCNew England Securities08-28-2012
Gary Abbott DoodlesackOneAmerica Securities, Inc.New England Securities08-03-2012
Eric Lee SpindtMML Investors Services, LLCNew England Securities$2508-15-2011
Ami Kitner HowesMML Investors Services, LLCNew England Securities08-04-2011
John Paul OrthmanOneAmerica Securities, Inc.New England Securities07-01-2011
John Anthony MeuseLPL Financial LLCNew England Securities$15010-05-2010
Dennis Michael DobleCommonwealth Financial NetworkNew England Securities$10002-26-2010
Richard John LebrantiCommonwealth Financial NetworkNew England Securities$5002-26-2010
John OreillyD G O Investment Advisors LLCNew England Securities08-24-2009
Teresa Marie Shumila-WilderCambridge Investment Research, Inc.New England Securities03-02-2009
Robert Charles Champagne SrCambridge Investment Research, Inc.New England Securities03-02-2009

Showing 1 to 18 of 18 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.