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
Alex James AbramsSecurities Brokerage ServicesCetera Advisor Networks LLC$705-12-2017
Arick Ronald HedinPNC InvestmentsCetera Advisor Networks LLC09-02-2015
Brandon B. KnutsonWells Fargo Clearing Services, LLCCetera Advisor Networks LLC08-18-2017
Cheryl Lynn NormanCambridge Investment Research, Inc.Cetera Advisor Networks LLC03-16-2015
Conor Carey TilowUBS Financial Services Inc.Cetera Advisor Networks LLC04-16-2015
Daniel James LaulettaMetLife Securities Inc.Cetera Advisor Networks LLC09-07-2016
Danielle M. LandonCommonwealth Financial NetworkCetera Advisor Networks LLC05-25-2016
David Alan WiedmeyerPruco Securities, LLC.Cetera Advisor Networks LLC01-16-2020
David Allen HammFortune Financial Services, Inc.Cetera Advisor Networks LLC06-06-2019
David Earl HerwerdenAMFG Wealth Management LLCCetera Advisor Networks LLC09-11-2019
David William JonesCambridge Investment Research, Inc.Cetera Advisor Networks LLC$5010-31-2018
Drew D. HemmingerNYLIFE Securities LLCCetera Advisor Networks LLC10-11-2018
Frank William ZalarAPW Capital, Inc.Cetera Advisor Networks LLC$2506-06-2011
Gerald L. Vanderhorst Jr.Pruco Securities, LLC.Cetera Advisor Networks LLC02-12-2020
Gregory Michael PalichlebKey Investment Services LLCCetera Advisor Networks LLC02-01-2017
James Allen LebzelterCetera Advisor Networks LLCCetera Advisor Networks LLC01-02-2018
James Miles HenrettaNationwide Securities, LLCCetera Advisor Networks LLC$10011-26-2018
Jennifer Kathryn PieronekLPL Financial LLCCetera Advisor Networks LLC02-09-2017
Jonathan J. WidrigVALIC Financial Advisors, Inc.Cetera Advisor Networks LLC07-02-2018
Joseph F. RomitoAMFG Wealth Management LLCCetera Advisor Networks LLC09-11-2019
Kayla Elizabeth LohrenzJ.P. Morgan Securities LLCCetera Advisor Networks LLC05-04-2015
Kurt Richard RingenbachLPL Financial LLCCetera Advisor Networks LLC03-24-2011
Matthew David HeckAMFG Wealth Management LLCCetera Advisor Networks LLC$5009-12-2019
Matthew Michael D'ArcyTyler-Stone Wealth Management, LLCCetera Advisor Networks LLC01-24-2019
Michael J. KostelnikFamily Life Financial PlanningCetera Advisor Networks LLC09-06-2016
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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.