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
Gregory Robert LochardMoney Concepts Capital CorpNationwide Securities, LLC01-03-2020
Gary M. ChidseyBrokers International Financial Services, LLC.Nationwide Securities, LLC01-02-2020
Sylvia Antionette GarrettMutual of Omaha Investor Services, Inc.Nationwide Securities, LLC11-21-2019
Russell Kenneth Newman Jr.Money Concepts Capital CorpNationwide Securities, LLC11-08-2019
Richard William Canestraro Jr.Money Concepts Capital CorpNationwide Securities, LLC10-15-2019
Andrew James SchochCambridge Investment Research, Inc.Nationwide Securities, LLC$10010-01-2019
Caleb A. DouceMoney Concepts Capital CorpNationwide Securities, LLC10-01-2019
Anthony Richard DaprileSA Stone Wealth Management Inc.Nationwide Securities, LLC10-01-2019
Jason Harry VarnerCambridge Investment Research, Inc.Nationwide Securities, LLC10-01-2019
Joseph Richard HassenBrokers International Financial Services, LLC.Nationwide Securities, LLC10-01-2019
Joseph Anthony AmatoSecurities Service Network, LLCNationwide Securities, LLC$25009-30-2019
Emily Alison Gerber PoeMoney Concepts Capital CorpNationwide Securities, LLC09-30-2019
James Aaron MartinCambridge Investment Research, Inc.Nationwide Securities, LLC08-16-2019
Adam Matthew BonvenutoCambridge Investment Research, Inc.Nationwide Securities, LLC08-01-2019
Robert Arthur RollandCambridge Investment Research, Inc.Nationwide Securities, LLC08-01-2019
Brock L. McGlothinVicus Capital, Inc.Nationwide Securities, LLC07-31-2019
Todd N. Tarney Sr.CUNA Brokerage Services, Inc.Nationwide Securities, LLC06-03-2019
Jeffery Scott EllisAllstate Financial Services, LLCNationwide Securities, LLC01-11-2019
Robert Lee Smith Jr.Cambridge Investment Research, Inc.Nationwide Securities, LLC$10011-01-2018
James Lee HoganCambridge Investment Research, Inc.Nationwide Securities, LLC$10011-01-2018
Scott Anthony MolinoCambridge Investment Research, Inc.Nationwide Securities, LLC11-01-2018
Sunita Suzanne BygVALIC Financial Advisors, Inc.Nationwide Securities, LLC$50010-29-2018
Matthew T. CollinsCommonwealth Financial NetworkNationwide Securities, LLC$10010-17-2018
Eric Eugene BrownCambridge Investment Research, Inc.Nationwide Securities, LLC$10010-16-2018
Robert Nelson Stclair Jr.Cambridge Investment Research, Inc.Nationwide Securities, LLC10-16-2018
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Showing 1 to 25 of 45 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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