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
Brian LalamaStrategic Blueprint, LLCCetera Investment Services LLC03-19-2020
Michael Darren ElmoreCitizens Securities, Inc.Cetera Investment Services LLC01-21-2020
Eric Carmen DevineThe Huntington Investment CompanyCetera Investment Services LLC12-03-2019
Antonio F. CibellaFinancial Management Strategies, Inc.Cetera Investment Services LLC$2512-03-2019
Christopher T. CastoThe Huntington Investment CompanyCetera Investment Services LLC04-04-2019
Nickolas Magora Jr.TCP Asset Management, LLCCetera Investment Services LLC01-09-2019
Kayrene Marie LearnedCharles Schwab & Co., Inc.Cetera Investment Services LLC08-17-2018
Erin Nicole LaukhufLPL Financial LLCCetera Investment Services LLC03-02-2018
Gary Martin SchindlerThe Huntington Investment CompanyCetera Investment Services LLC01-25-2018
Andrew David SchmitmeyerLPL Financial LLCCetera Investment Services LLC$10012-07-2017
Debra Jean DanksJ.P. Morgan Securities LLCCetera Investment Services LLC07-11-2017
Jessica Leigh RuckmanThe Huntington Investment CompanyCetera Investment Services LLC11-12-2015
Jill Kathryn KlontzRaymond James Financial Services, Inc.Cetera Investment Services LLC04-15-2015
Clayton Michael ReynoldsRaymond James Financial Services, Inc.Cetera Investment Services LLC04-15-2015
Julie Tapke DusingRobert W. Baird & Co. IncorporatedCetera Investment Services LLC$2503-05-2015
Richard Steven VilsackNational Planning CorporationCetera Investment Services LLC09-11-2014
Kristine Michele ShieldsMerrill Lynch, Pierce, Fenner & Smith IncorporatedCetera Investment Services LLC03-05-2014
John Coltrane LandersCetera Investment Services LLCCetera Investment Services LLC12-03-2013
Travis Cody DenkenbergerU.S. Bancorp Investments, Inc.Cetera Investment Services LLC10-28-2013
Antonio F. CibellaLPL Financial LLCCetera Investment Services LLC10-14-2013
Joseph Michael MelenickLPL Financial LLCCetera Investment Services LLC10-07-2013
Zebradee Isadore JacksonCitizens Securities, Inc.Cetera Investment Services LLC10-09-2012
Nicholas D. FauberLPL Financial LLCCetera Investment Services LLC$1011-19-2009

Showing 1 to 23 of 23 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.