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
Craig Francis GrenciCitizens Securities, Inc.LPL Financial LLC11-12-2019
Keith Thomas Lohm Sr.Citizens Securities, Inc.LPL Financial LLC04-03-2018
Ronnie Steven GruberCitizens Securities, Inc.LPL Financial LLC02-14-2017
Raphael Joseph DickCitizens Securities, Inc.LPL Financial LLC06-04-2015
Laura Kristine SantelliCitizens Securities, Inc.LPL Financial LLC04-13-2015
Jared D DykesCitizens Securities, Inc.LPL Financial LLC12-16-2013
Raul Rolond ToroCitizens Securities, Inc.LPL Financial LLC08-22-2012
Kristy Michelle SnippertCitizens Securities, Inc.LPL Financial LLC06-06-2012
Jason Stephen MorrowCitizens Securities, Inc.LPL Financial LLC08-25-2011
Patrick Stephen MullenCitizens Securities, Inc.LPL Financial LLC05-23-2011
Jeffrey Mark DetwilerCitizens Securities, Inc.LPL Financial LLC$10001-26-2016
DAVID BENJAMIN BIGGERCitizens Securities, Inc.LPL Financial LLC$10012-09-2015
John Anthony Saia Jr.Citizens Securities, Inc.LPL Financial LLC$15006-27-2011
Trent Michael NelsonCitizens Securities, Inc.LPL Financial LLC$22012-20-2012

Showing 1 to 14 of 14 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.