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
Andrew Carl RennerfeldtCetera Advisors LLCCetera Advisor Networks LLC02-05-2009
Elizabeth Anne WilliamsCambridge Investment Research, Inc.Cetera Advisor Networks LLC$1010-03-2011
Jason Donald ComesCWM, LLCCetera Advisor Networks LLC07-01-2011
Mark Robert LookabillCWM, LLCCetera Advisor Networks LLC07-01-2011
Michele M. SchreckCWM, LLCCetera Advisor Networks LLC08-21-2015
Pamela PenaCWM, LLCCetera Advisor Networks LLC07-31-2015
Shayla Marie KrihaCWM, LLCCetera Advisor Networks LLC09-21-2017
Teresa Elizabeth MilnerCWM, LLCCetera Advisor Networks LLC05-20-2013
Thomas Joseph SheafferNationwide Securities, LLCCetera Advisor Networks LLC04-15-2010
Zachary Blackwell RitcheyCWM, LLCCetera Advisor Networks LLC09-08-2015

Showing 1 to 10 of 10 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.

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