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
Robert Eugene ScalzettiW&S Brokerage Services, Inc.INVEST Financial Corporation01-02-2018
Michelle Lacoste FletcherCedar Spring Advisors, LLCINVEST Financial Corporation10-20-2017
Justin P McMasterCedar Spring Advisors, LLCINVEST Financial Corporation10-20-2017
Phillip David RileyWienken Advisors, Ltd.INVEST Financial Corporation06-02-2017
Thomas Paul TulaneyLPL Financial LLCINVEST Financial Corporation03-28-2017
James York RoederJ.W. Cole Financial, Inc.INVEST Financial Corporation02-27-2017
James Vincent Mari Jr.CliftonLarsonAllen Wealth Advisors, LLCINVEST Financial Corporation01-19-2017
Kyle Phillip StuckeyKFG Wealth Management, LLCINVEST Financial Corporation07-12-2016
Sara L LawsonBell Rock Capital, LLCINVEST Financial Corporation10-16-2015
John Michael GenovaFSC Securities CorporationINVEST Financial Corporation09-17-2015
Gary Michael CasciolaPrivate Advisor Group, LLCINVEST Financial Corporation06-08-2015
Eric Scott MaslowskySantander Securities LLCINVEST Financial Corporation09-09-2013
James Peter ProbstCetera Investment Services LLCINVEST Financial Corporation09-03-2013
Marissa Antoinette Pinto BurtCetera Investment Services LLCINVEST Financial Corporation09-03-2013
Andrew Mcmichael OttoCetera Investment Services LLCINVEST Financial Corporation09-03-2013
John Carroll McGowanPNC InvestmentsINVEST Financial Corporation06-24-2013
Martin B LeandriInfinex Investments, Inc.INVEST Financial Corporation06-01-2013
Paul Mark LantzWaddell & ReedINVEST Financial Corporation06-14-2012
Ronald Douglas Coltrane Jr.Infinex Investments, Inc.INVEST Financial Corporation08-30-2011
Sandra Ann LevitskyLPL Financial LLCINVEST Financial Corporation$10004-13-2018
Michael P. PalmerJ.W. Cole Financial, Inc.INVEST Financial Corporation$10011-09-2016
Timothy McNamaraMerrill Lynch, Pierce, Fenner & Smith IncorporatedINVEST Financial Corporation$10001-22-2016
Gregory Edmund Kessler Jr.MetLife Securities Inc.INVEST Financial Corporation$10008-03-2015
Steven Bradley KantzLPL Financial LLCINVEST Financial Corporation$10006-08-2015
James Gerard WilliamsThe Investment Center, Inc.INVEST Financial Corporation$10002-24-2014
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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.