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
Gary Allen ClarkNYLIFE Securities LLCNationwide Securities, LLC04-10-2020
Barry Lynn MaluchnikCetera Advisor Networks LLCNationwide Securities, LLC02-11-2020
Patrick Michael McNealisLPL Financial LLCNationwide Securities, LLC02-04-2020
Kyle Adam MillerProEquities, Inc.Nationwide Securities, LLC01-09-2020
Edward William SchultzSagePoint Financial, Inc.Nationwide Securities, LLC01-07-2020
John Wesley Conrad RobinsonLPL Financial LLCNationwide Securities, LLC01-06-2020
Michael Garfield TobashLPL Financial LLCNationwide Securities, LLC01-06-2020
Christopher Robert TobashLPL Financial LLCNationwide Securities, LLC01-06-2020
Bonnie Lou MillerLPL Financial LLCNationwide Securities, LLC01-06-2020
Matthew Thomas MarteProEquities, Inc.Nationwide Securities, LLC01-06-2020
Rebecca A. HennessyProEquities, Inc.Nationwide Securities, LLC01-03-2020
Scott Eugene SechlerLincoln Douglas Investments, LLCNationwide Securities, LLC01-03-2020
Courtney Elaine HunsbergerVicus Capital, Inc.Nationwide Securities, LLC01-03-2020
Daniel Robert ClairLPL Financial LLCNationwide Securities, LLC01-02-2020
Mindi Paige D'AntoniLPL Financial LLCNationwide Securities, LLC01-02-2020
Jason Eugene SechlerLincoln Douglas Investments, LLCNationwide Securities, LLC01-02-2020
Glen Paul SosnaderLPL Financial LLCNationwide Securities, LLC11-25-2019
Ronald Victor PanichelleMutual Securities, Inc.Nationwide Securities, LLC10-15-2019
Stephen Robert SharkeyVoya Financial Advisors, Inc.Nationwide Securities, LLC10-10-2019
Douglas Michael SteveLPL Financial LLCNationwide Securities, LLC10-02-2019
Aaron M. SodenCetera Advisor Networks LLCNationwide Securities, LLC10-02-2019
Patrick Joseph KenneyLPL Financial LLCNationwide Securities, LLC10-01-2019
Richard W LeetCetera Advisor Networks LLCNationwide Securities, LLC10-01-2019
Yvonne Leslie ReitemeyerCetera Advisor Networks LLCNationwide Securities, LLC10-01-2019
Marshall Peter AlluNationwide Securities, LLCNationwide Securities, LLC08-19-2019
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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.