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
Jeffery Sam DecantPurshe Kaplan Sterling InvestmentsThrivent Investment Management Inc.09-24-2020
Corey James SchmidtPurshe Kaplan Sterling InvestmentsThrivent Investment Management Inc.$10009-24-2020
Zachary Anders LarsonPurshe Kaplan Sterling InvestmentsThrivent Investment Management Inc.$10009-24-2020
Wallace Edward SuttonPurshe Kaplan Sterling InvestmentsSecurities Service Network, LLC$15009-11-2020
George Flurence Crowley IIIPurshe Kaplan Sterling InvestmentsAmeriprise Financial Services, LLC$15009-10-2020
Jeffrey Alan SeitzPurshe Kaplan Sterling InvestmentsAmeriprise Financial Services, LLC$5009-10-2020
Louis C CilibertiPurshe Kaplan Sterling InvestmentsAmeriprise Financial Services, LLC09-10-2020
Melissa Laura CournyerPurshe Kaplan Sterling InvestmentsBankers Life Securities, Inc.08-14-2020
Timothy Allen ReganPurshe Kaplan Sterling InvestmentsThrivent Investment Management Inc.07-30-2020
Michael Lawrence DursoPurshe Kaplan Sterling InvestmentsMorgan Stanley$2507-18-2020
Michael C LombardiPurshe Kaplan Sterling InvestmentsMorgan Stanley07-18-2020
Lawrence DursoPurshe Kaplan Sterling InvestmentsMorgan Stanley07-17-2020
Donna Marie BodensteinerPurshe Kaplan Sterling InvestmentsCetera Advisor Networks LLC07-09-2020
Jason GoldPurshe Kaplan Sterling InvestmentsBCG Securities, Inc.05-08-2020
Michael Keith IhlenfeldtPurshe Kaplan Sterling InvestmentsEquitable Advisors, LLC01-10-2020
Kristopher Douglas BlaslPurshe Kaplan Sterling InvestmentsEquitable Advisors, LLC12-03-2019
Regina Marie ConnellyPurshe Kaplan Sterling InvestmentsUBS Financial Services Inc.10-14-2019
Sybil Alice FisherPurshe Kaplan Sterling InvestmentsMorgan Stanley$10010-14-2019
Nancy Lee CortesPurshe Kaplan Sterling InvestmentsMorgan Stanley10-14-2019
Diana Jean MarcinPurshe Kaplan Sterling InvestmentsMorgan Stanley10-14-2019
Paul Clifford CamhiPurshe Kaplan Sterling InvestmentsMorgan Stanley$15009-04-2019
Peter Edward SilberPurshe Kaplan Sterling InvestmentsMorgan Stanley09-03-2019
Robert Joseph ConzoPurshe Kaplan Sterling InvestmentsMorgan Stanley$5008-30-2019
Lee A KornPurshe Kaplan Sterling InvestmentsMorgan Stanley$50001-18-2019
Katherine Mary Dean-StahlPurshe Kaplan Sterling InvestmentsMorgan Stanley$15001-18-2019
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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.