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
James Robert GrenoCetera Advisor Networks LLCRaymond James Financial Services, Inc.03-06-2020
Barry Lynn MaluchnikCetera Advisor Networks LLCNationwide Securities, LLC02-11-2020
Matthew John FoxCetera Advisor Networks LLCLPL Financial LLC10-09-2019
Jared D. DykesCetera Advisor Networks LLCGladstone Wealth Group10-09-2019
Aaron M. SodenCetera Advisor Networks LLCNationwide Securities, LLC10-02-2019
Richard W LeetCetera Advisor Networks LLCNationwide Securities, LLC10-01-2019
Yvonne Leslie ReitemeyerCetera Advisor Networks LLCNationwide Securities, LLC10-01-2019
Mark Alan StoltzfusCetera Advisor Networks LLCLPL Financial LLC09-09-2019
Alicia June ShowalterCetera Advisor Networks LLCInfinex Investments, Inc.01-31-2019
John Stephen KostukovichCetera Advisor Networks LLCIntegrated Wealth Concepts LLC09-28-2018
Jamie Lynne RigattiCetera Advisor Networks LLCThrivent Investment Management Inc.08-01-2018
Kraig Joseph CawleyCetera Advisor Networks LLCCambridge Investment Research, Inc.03-22-2018
Fonda Erin MarkleyCetera Advisor Networks LLCWells Fargo Advisors Financial Network, LLC09-22-2017
Walter Thomas WandallCetera Advisor Networks LLCMerCap Securities, LLC08-04-2017
Adam E. TruittCetera Advisor Networks LLCLPL Financial LLC02-13-2017
Nicole Marie DemartinoCetera Advisor Networks LLCMetLife Securities Inc.02-10-2017
Barry Dean FasenmyerCetera Advisor Networks LLCMetLife Securities Inc.01-19-2017
Susan Elizabeth WeberCetera Advisor Networks LLCLPL Financial LLC01-17-2017
Ronald Patrick LeuschenCetera Advisor Networks LLCAmeriprise Financial Services, LLC12-09-2016
Christopher Alan ZeidersCetera Advisor Networks LLCAmeriprise Financial Services, LLC12-09-2016
David K. KerlinCetera Advisor Networks LLCPruco Securities, LLC.10-12-2016
Robert Carl Orbin Jr.Cetera Advisor Networks LLCAllstate Financial Services, LLC08-19-2016
John Charles DuffeyCetera Advisor Networks LLCEdward Jones06-21-2016
Jeremy J PattenCetera Advisor Networks LLCPruco Securities, LLC.05-06-2016
Michael J. KernCetera Advisor Networks LLCPNC Investments05-04-2016
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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.