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
Jennifer Corbit CalabroAmeriprise Financial Services, LLCCetera Investment Services LLC$2505-01-2020
Stephanie Leigh Chaplinski-KaneSantander Securities LLCCetera Investment Services LLC01-09-2020
Patrick Michael BoranAmeriprise Financial Services, LLCCetera Investment Services LLC01-02-2020
Mary Aimee HillegasAmeriprise Financial Services, LLCCetera Investment Services LLC$15001-02-2020
Noel PoolEquitable Advisors, LLCCetera Investment Services LLC$3008-20-2019
Lily NkrumahM&T Securities, Inc.Cetera Investment Services LLC04-18-2019
Eric Robert DeWaltEdward JonesCetera Investment Services LLC08-16-2018
Violet Mae BairdUnited Brokerage Services, IncCetera Investment Services LLC06-27-2018
Matthew William ShandlayBB&T Securities, LLCCetera Investment Services LLC06-21-2018
Adam Matthew KearnsLPL Financial LLCCetera Investment Services LLC01-04-2018
Olivia Kareen KennedyInfinex Investments, Inc.Cetera Investment Services LLC10-18-2017
Jeffrey William EvansLPL Financial LLCCetera Investment Services LLC$15010-04-2017
Brian Scott LiptakLPL Financial LLCCetera Investment Services LLC$25010-04-2017
Jere C Wise JrLPL Financial LLCCetera Investment Services LLC$25010-04-2017
Barbara Ann CummingsLPL Financial LLCCetera Investment Services LLC$25010-04-2017
Arthur Anthony LaneveLPL Financial LLCCetera Investment Services LLC$10010-04-2017
Shannon Louise WiertelLPL Financial LLCCetera Investment Services LLC10-04-2017
Toni Lynne FrisinaLPL Financial LLCCetera Investment Services LLC$25010-04-2017
William Douglas McCulloughLPL Financial LLCCetera Investment Services LLC$1010-04-2017
Christopher M DavisLPL Financial LLCCetera Investment Services LLC08-23-2017
Christopher G FleegleLPL Financial LLCCetera Investment Services LLC08-10-2017
James Alexander MuirInfinex Investments, Inc.Cetera Investment Services LLC03-06-2017
James R McCannPrincipal Securities, Inc.Cetera Investment Services LLC07-08-2016
Jill Diane GeeseyRaymond James Financial Services, Inc.Cetera Investment Services LLC06-09-2016
Kelli Ann MillinEquitable Advisors, LLCCetera Investment Services LLC04-27-2016
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Showing 1 to 25 of 35 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.