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
Andrew Mark DalkaAmeritas Investment Corp.Securities America, Inc.06-01-2015
Charles Gregory Olsen, Terry Joseph Heimes, Ryan Blake Anderson, Travis David Riggert, Jack Henry RotherCommonwealth Financial NetworkSecurities America, Inc.08-01-2011
Christopher James DomgardRBC Capital Markets, LLCSecurities America, Inc.$1003-01-2010
Chuck OlsenCommonwealth Financial NetworkSecurities America, Inc.$25009-06-2011
Cole Gregory StichlerCambridge Investment Research, Inc.Securities America, Inc.$10003-17-2014
Curtis James ReedWelspire LLCSecurities America, Inc.05-08-2015
Darin Hart KarstetterSecurian Financial Services, Inc.Securities America, Inc.03-06-2014
Derek Allen BetkaLincoln Financial Securities CorporationSecurities America, Inc.04-04-2014
Jeffrey Michael GaethLPL Financial LLCSecurities America, Inc.$5006-15-2018
Julie Ann FullerCommonwealth Financial NetworkSecurities America, Inc.04-15-2011
Kelsey L. Kopcho PieperAmeritas Investment Corp.Securities America, Inc.02-01-2017
Levi Glenn CassAmeritas Investment Corp.Securities America, Inc.03-27-2019
Mason Gregory HuckLPL Financial LLCSecurities America, Inc.$2509-18-2018
Michael James ShonseyCetera Advisors LLCSecurities America, Inc.01-20-2012
Michael Joseph HallWoodbury Financial Services, Inc.Securities America, Inc.$1004-08-2011
Michael Scott CarlsonMcMill Wealth IncSecurities America, Inc.04-20-2017
Paul Dean GarnettGarnett Investment StrategiesSecurities America, Inc.03-03-2016
William Harry O'DonnellNext Financial Group, Inc.Securities America, Inc.$1001-06-2017
William Warren WittlerAmeritas Investment Corp.Securities America, Inc.01-06-2009

Showing 1 to 19 of 19 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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