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
David Allen HammFortune Financial Services, Inc.Cetera Advisor Networks LLC06-06-2019
Matthew Michael D'ArcyTyler-Stone Wealth Management, LLCCetera Advisor Networks LLC01-24-2019
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

Showing 1 to 15 of 15 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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