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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Stephanie Leigh Chaplinski-KaneCetera Investment Services LLCLPL Financial LLC01-24-2019
Daniel Koller Jr.Cetera Investment Services LLCLPL Financial LLC$5007-14-2017
Patrick B. BungoCetera Investment Services LLCLPL Financial LLC07-14-2017
Karen Louise EllifritzCetera Investment Services LLCLPL Financial LLC03-24-2014
Natalie Yvonne YaksickCetera Investment Services LLCLPL Financial LLC02-12-2014
Thomas Francis MilesCetera Investment Services LLCLPL Financial LLC02-11-2014
Ross Aaron BiltzCetera Investment Services LLCLPL Financial LLC02-11-2014
Curtis Alan BeggsCetera Investment Services LLCLPL Financial LLC02-11-2014
Francis Allan MagnoCetera Investment Services LLCLPL Financial LLC02-11-2014
Shawn Henry KingCetera Investment Services LLCLPL Financial LLC$5002-11-2014
Sheila Elaine CarmenCetera Investment Services LLCLPL Financial LLC02-11-2014
Michael Joseph LoweryCetera Investment Services LLCLPL Financial LLC$5002-11-2014
James T. MenoherCetera Investment Services LLCLPL Financial LLC$5002-11-2014
Joseph James Marshall Jr.Cetera Investment Services LLCLPL Financial LLC02-11-2014
Fay Jean BrownCetera Investment Services LLCLPL Financial LLC02-11-2014
Kelly Daun ClarkCetera Investment Services LLCLPL Financial LLC02-11-2014
Deborah Ann PieperCetera Investment Services LLCLPL Financial LLC02-11-2014
Anna Marie MinemyerCetera Investment Services LLCLPL Financial LLC02-11-2014
Kathryn A. O'NeillCetera Investment Services LLCLPL Financial LLC02-11-2014
Jill Ann MurrinCetera Investment Services LLCLPL Financial LLC02-11-2014
Matthew Thomas BowerCetera Investment Services LLCLPL Financial LLC02-11-2014
Janice Lea Anne PerryCetera Investment Services LLCLPL Financial LLC02-11-2014
Angela Rae JacksonCetera Investment Services LLCLPL Financial LLC02-11-2014
Gary Ronald HesselgesserCetera Investment Services LLCLPL Financial LLC02-11-2014
Ann M. KarpovichCetera Investment Services LLCLPL Financial LLC02-11-2014
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Showing 1 to 25 of 42 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.