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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Timothy Todd WhipkeyFSC Securities CorporationCetera Advisor Networks LLC$5012-06-2017
Brandon B. KnutsonWells Fargo Clearing Services, LLCCetera Advisor Networks LLC08-18-2017
Dawn Danise ChurpekWells Fargo Clearing Services, LLCCetera Advisor Networks LLC03-30-2017
Gregory Michael PalichlebKey Investment Services LLCCetera Advisor Networks LLC02-01-2017
Michael J. KostelnikFamily Life Financial PlanningCetera Advisor Networks LLC09-06-2016
Ronald Jacob ScharerCommonwealth Financial NetworkCetera Advisor Networks LLC$10005-25-2016
Danielle M. LandonCommonwealth Financial NetworkCetera Advisor Networks LLC05-25-2016
Arick Ronald HedinPNC InvestmentsCetera Advisor Networks LLC09-02-2015
Conor Carey TilowUBS Financial Services Inc.Cetera Advisor Networks LLC04-16-2015
Cheryl Lynn NormanCambridge Investment Research, Inc.Cetera Advisor Networks LLC03-16-2015
Stephen James CribleyLincoln Financial Advisors CorporationCetera Advisor Networks LLC04-23-2014
Michael James Baker, Shawn David BrunnerCommonwealth Financial NetworkCetera Advisor Networks LLC$2509-21-2011
Kurt Richard RingenbachLPL Financial LLCCetera Advisor Networks LLC03-24-2011
Zachary G. WilliamsAurum Wealth Management Group LLCCetera Advisors LLC03-24-2019
Thomas Michael PresperProspero FinancialCetera Advisors LLC09-06-2018
Michael Douglas WeldyThe O.N. Equity Sales CompanyCetera Advisors LLC$20008-01-2018
Michael Anthony Durham IILPL Financial LLCCetera Advisors LLC07-26-2018
Jason Richard BernalBlue Jay Financial Group, LLCCetera Advisors LLC04-24-2018
Jason Taylor DemlandBlue Jay Financial Group, LLCCetera Advisors LLC04-24-2018
Ralph Everett RolfeFirst Allied Securities, Inc.Cetera Advisors LLC$2501-03-2018
Kevin James WalkerJason M Orsky Wealth Management LLCCetera Advisors LLC08-29-2017
Glenn Scott SearlesSkybox Asset Management, LLCCetera Advisors LLC03-21-2017
Carrie Ann AdamskiThe Huntington Investment CompanyCetera Advisors LLC$1007-18-2016
James Arthur ReichertNext Financial Group, Inc.Cetera Advisors LLC$2508-17-2015
Jennifer Lynn LindsayNext Financial Group, Inc.Cetera Advisors LLC08-17-2015
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Showing 276 to 300 of 3,496 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 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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