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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Charles Ronald EvansCommonwealth Financial NetworkCetera Advisor Networks LLC11-06-2009
Hattie Horn EvansCommonwealth Financial NetworkCetera Advisor Networks LLC11-06-2009
Matthew Dean WilsonCommonwealth Financial NetworkCetera Advisor Networks LLC11-06-2009
David Laughner HodgeAPW Capital, Inc.Cetera Advisor Networks LLC$2509-20-2010
Lori Ann HodgeAPW Capital, Inc.Cetera Advisor Networks LLC09-20-2010
Daniel Ray HodgeAPW Capital, Inc.Cetera Advisor Networks LLC09-20-2010
Raymond Leonard HarperAPW Capital, Inc.Cetera Advisor Networks LLC09-20-2010
Michael Eric HillAPW Capital, Inc.Cetera Advisor Networks LLC11-01-2010
Jamie Lynn DirenzoCommonwealth Financial NetworkCetera Advisor Networks LLC12-07-2010
Heidi Sue KennedyH. Beck, Inc.Cetera Advisor Networks LLC01-20-2011
Dale M. DominickMid Atlantic Capital CorporationCetera Advisor Networks LLC04-02-2012
Thomas Edward LandyHornor, Townsend & Kent, LLCCetera Advisor Networks LLC$1004-23-2012
Gerald Lee Preschutti Jr.Wealth Advisory Group, Inc.Cetera Advisor Networks LLC07-31-2012
Brian D. PlattLPL Financial LLCCetera Advisor Networks LLC09-04-2012
John Emmanuel Simone Sr.LPL Financial LLCCetera Advisor Networks LLC09-10-2012
Neil Ira GordonLPL Financial LLCCetera Advisor Networks LLC09-10-2012
Martin William MinderLPL Financial LLCCetera Advisor Networks LLC09-12-2012
Andrew Martin MeehanLPL Financial LLCCetera Advisor Networks LLC09-18-2012
Gennaro VuonoBestVest Investments, Ltd.Cetera Advisor Networks LLC$15002-27-2013
John Edward BakerAmeriprise Financial Services, Inc.Cetera Advisor Networks LLC$5004-25-2013
Benjamin Edward ReiterAmeriprise Financial Services, Inc.Cetera Advisor Networks LLC$5004-25-2013
James Gervase KalieAmeriprise Financial Services, Inc.Cetera Advisor Networks LLC09-03-2013
Royal Dubose JoslinLincoln Financial Advisors CorporationCetera Advisor Networks LLC12-02-2013
Patrick James RosenellaPruco Securities, LLC.Cetera Advisor Networks LLC04-24-2014
Brian Rano LuekerTriad Advisors LLCCetera Advisor Networks LLC05-05-2014
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Showing 1 to 25 of 36 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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