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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael Anderson CoombeRobert W. Baird & Co. Incorporated1919 Investment Counsel, LLC12-30-2011
Carolyn Ann PetersonPatriot Asset Advisors, LLC1st Global Capital Corp.07-12-2019
William Joseph Cunningham Jr.Pinnacle Wealth Planning Services, Inc.1st Global Capital Corp.06-07-2019
Jared Thomas WalshReservoir Wealth Management1st Global Capital Corp.$2505-14-2018
Tim Alan BeversdorfValMark Securities, Inc.1st Global Capital Corp.$5002-11-2015
Heather Dawn CrokeValMark Securities, Inc.1st Global Capital Corp.02-11-2015
Molly Cashman SeboldValMark Securities, Inc.1st Global Capital Corp.02-11-2015
Braden Charles EllisValMark Securities, Inc.1st Global Capital Corp.02-11-2015
Jack Neal AlpernTriad Advisors LLC1st Global Capital Corp.02-03-2014
Brian William DistlerCetera Advisor Networks LLC1st Global Capital Corp.$1001-30-2013
Kayla Ann StoweCetera Advisor Networks LLC1st Global Capital Corp.01-30-2013
Brian Douglas LongVoya Financial Advisors, Inc.1st Global Capital Corp.09-15-2009
John Robert FeldmanAmeritas Investment Company, LLC20/20 Capital Management, Inc$25007-13-2018
Michael Edward SheltonThe O.N. Equity Sales Company360 Financial Solutions, LLC09-07-2016
Michael Glen HairstonAlpha Financial Planning, Inc.A&B Advisors04-24-2018
Raymond Turner KernLPL Financial LLCAberdeen Fund Distributors, LLC05-20-2009
Lawrence Brian RaymondValMark Securities, Inc.ABG Portfolio Strategies, Inc.$15001-31-2012
Ross Gerald Taylor IIIThe Huntington Investment CompanyADP Broker-Dealer, Inc.01-19-2012
Sean Michael DobbinsChase Investment Services Corp.Advance Capital Services, Inc.02-01-2010
Catherine C. ZainoSouders Financial Advisors, LLCADVANTAGE INVESTMENT MANAGEMENT, LLC08-25-2019
Mackenzie James ChrystalMembers Wealth AdvisorsADVANTAGE INVESTMENT MANAGEMENT, LLC12-18-2018
David Francis TreftPrivate Client Services, LLCAdvantage Investment Management, LLC$1006-01-2018
Paul Ferris SolomonPrivate Client Services, LLCAdvantage Investment Management, LLC$1,00006-01-2018
Dominic Joseph GiovannazzoRaymond James Financial Services, Inc.Advantage Investment Management, LLC09-24-2013
Stephen Charles DetrayHorter Investment Management, LLCAdvantage Investment Management, LLC12-19-2012
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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.