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
Peter Joseph Suhosky IIINVEST Financial CorporationCetera Investment Services LLC05-28-2009
Kevin Kristofer RenneCUSO Financial Services, L.P.Cetera Investment Services LLC10-21-2009
Christopher GangePNC InvestmentsCetera Investment Services LLC01-06-2010
Daniel Oscar BrownPNC InvestmentsCetera Investment Services LLC08-05-2010
Andreas HessLPL Financial LLCCetera Investment Services LLC$2512-03-2010
Frank Michael EspositoNext Financial Group, Inc.Cetera Investment Services LLC12-22-2010
Gerald Dennis FaheyLPL Financial LLCCetera Investment Services LLC06-24-2011
Suzanne Annette LakeWells Fargo Clearing Services, LLCCetera Investment Services LLC$1006-30-2011
Christopher W FarrellCharles Schwab & Co., Inc.Cetera Investment Services LLC$10009-19-2011
Wesley Adam WeinsteinWells Fargo Clearing Services, LLCCetera Investment Services LLC06-13-2012
Gerald Joseph McCreadyRaymond James Financial Services, Inc.Cetera Investment Services LLC$2512-14-2012
Andrew Patrick CampbellWells Fargo Clearing Services, LLCCetera Investment Services LLC11-21-2013
Brenton Friden StranskyPrivate Advisor Group, LLCCetera Investment Services LLC12-16-2013
Dennis Charles FinchNorthwest Advisors, Inc.Cetera Investment Services LLC01-23-2014
Roderick Charles Byers SalterEdward JonesCetera Investment Services LLC02-14-2014
Cheri Lee SearfassState Farm VP Management Corp.Cetera Investment Services LLC06-06-2014
Rebecca Lynn TumultyAllstate Financial Services, LLCCetera Investment Services LLC06-24-2014
James Michael FuhrmanMerrill Lynch, Pierce, Fenner & Smith IncorporatedCetera Investment Services LLC10-13-2014
Luke H. HoffPNC InvestmentsCetera Investment Services LLC01-27-2015
Brian Andrew RuhtCitizens Securities, Inc.Cetera Investment Services LLC02-24-2015
David John CurtisNYLIFE Securities LLCCetera Investment Services LLC05-26-2015
Sigrid Marguerita RheaMutual of Omaha Investor Services, Inc.Cetera Investment Services LLC05-28-2015
Benn Jacob SmithLPL Financial LLCCetera Investment Services LLC$1006-30-2015
David Alan LanganCambridge Investment Research, Inc.Cetera Investment Services LLC$20008-03-2015
Christopher Michael CorcoranBB&T Investment Services, Inc.Cetera Investment Services LLC11-04-2015
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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.