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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Marlena SonnAmazonia Wealth Management, LLCKestra Investment Services, LLC03-25-2015
Jeffrey Alan BlutsteinAmerican Portfolios Financial Services, Inc.Kestra Investment Services, LLC$50005-02-2018
Marc Raymond GillespieAmerican Portfolios Financial Services, Inc.Kestra Investment Services, LLC$10007-21-2015
Paul Michael RotellCambridge Investment Research, Inc.Kestra Investment Services, LLC$10007-24-2018
Rodney Cyril DrysdaleCommonwealth Financial NetworkKestra Investment Services, LLC06-26-2019
Mitat LikaGradient Securities, LLCKestra Investment Services, LLC$25003-31-2016
Benjamin Robert MurphyINVEST Financial CorporationKestra Investment Services, LLC$50011-19-2013
Thomas James DettoreINVEST Financial CorporationKestra Investment Services, LLC$10008-07-2012
Robert Charles Shaver IIInvestacorp, Inc.Kestra Investment Services, LLC$50001-07-2016
Christine Froman ValenteJ.W. Cole Financial, Inc.Kestra Investment Services, LLC03-23-2016
Christopher Curtis KemptonLPL Financial LLCKestra Investment Services, LLC$10004-01-2019
Daniel Patrick OzimekLPL Financial LLCKestra Investment Services, LLC04-01-2019
Evan RossLPL Financial LLCKestra Investment Services, LLC$10009-11-2017
M. Charles RossLPL Financial LLCKestra Investment Services, LLC$50009-11-2017
Daniel ZlotnickLPL Financial LLCKestra Investment Services, LLC$50004-28-2016
Joseph Gerard KellyLPL Financial LLCKestra Investment Services, LLC$50012-11-2015
Robert Martin CareyLPL Financial LLCKestra Investment Services, LLC$10011-17-2010
John Allen BrownLPL Financial LLCKestra Investment Services, LLC11-17-2010
Jordan M. AlgerLPL Financial LLCKestra Investment Services, LLC$10007-12-2010
Peter Jon WorthM Holdings Securities, Inc.Kestra Investment Services, LLC12-02-2013
Sergio SarderaRaymond James Financial Services, Inc.Kestra Investment Services, LLC01-01-2015
Evelyn Geovanna CarreraSantander Securities LLCKestra Investment Services, LLC$10007-14-2017
Richard Patrick VerlinWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Kestra Investment Services, LLC06-28-2010

Showing 1 to 23 of 23 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.