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.

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
Darrel Edgar DrownCetera Advisor Networks LLCWalnut Street Securities, Inc.$5009-03-2013
Lesa Feuillet HaasCetera Advisor Networks LLCWalnut Street Securities, Inc.$2509-03-2013
Jeffrey Randle Harter CantrellCetera Advisor Networks LLCWalnut Street Securities, Inc.$2509-03-2013
Walter David YozwiakCetera Advisor Networks LLCWalnut Street Securities, Inc.09-03-2013
Travis Alexander DrownCetera Advisor Networks LLCWalnut Street Securities, Inc.09-03-2013
Saverio F. MirarchiCetera Advisor Networks LLCWalnut Street Securities, Inc.09-03-2013
Jay Jeffrey SimsCetera Advisor Networks LLCVoya Financial Advisors, Inc.10-24-2013
Joan Margit Messick SmithCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Richard David MercadoCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Jackson Robert PaulishakCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Brion Patrick HarrisCetera Advisor Networks LLCSummit Brokerage Services, Inc.$4709-20-2019
Eric Vaughn MorrowCetera Advisor Networks LLCSummit Brokerage Services, Inc.$5009-20-2019
Matthew Scrivener AgeeCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Stephen R. HoltCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Jason Francis LabargeCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Mark William SundstromCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Aaron Joshua CirksenaCetera Advisor Networks LLCSummit Brokerage Services, Inc.09-20-2019
Anthony Elliott JanoskieCetera Advisor Networks LLCSagePoint Financial, Inc.$5010-18-2010
Wade Michael ZancanCetera Advisor Networks LLCSagePoint Financial, Inc.10-18-2010
George William Hunter IIICetera Advisor Networks LLCMorgan Stanley12-06-2013

Showing 1 to 20 of 20 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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.