Advisers on the Move

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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Shawn Hamilton FosterAmeritas Investment Corp.Nationwide Securities, LLC04-01-2009
John EggletonAmeritas Investment Corp.Sanford C. Bernstein & Co., LLC03-04-2009
Redina E. FranklinAmicus Financial Advisors, LLCPark Avenue Securities LLC04-18-2017
Matthew Dean PeckAmicus Financial Advisors, LLCWARREN FINANCIAL SERVICES, LLC05-07-2010
Matthew Joseph UreAnthony Capital, LLCFSC Securities Corporation05-20-2016
Robin Ann Prichard GilesApex Wealth Management, LLCHARRISON - DE CHARON, L.L.C.02-28-2012
Joseph Paul ApplewhiteApplewhite Financial Planning, PLLCCain, Watters & Associates, LLC01-16-2014
Thomas Allen TillApps Wealth Management, Inc.ProEquities, Inc.07-25-2017
Karl Glenn SimmonsAPW Capital, Inc.National Planning Corporation$8103-31-2017
Thomas Lee ChancellorAPW Capital, Inc.Ameriprise Financial Services, Inc.$2503-07-2011
Ethan H PollardArchetype Wealth Partners, LLCMorgan Stanley04-25-2017
Robert S. DoughertyArete Investments, LLCLPL Financial LLC01-18-2019
David A. TolsonArete Investments, LLCLPL Financial LLC01-16-2019
Vineet Kumar GoyalArete Wealth Management, LLCCambridge Investment Research, Inc.$2503-21-2019
David SalazarArmis Financial, LLCEdward Jones04-30-2018
Thomas Lee SeltzerArrow Wealth AdvisorsU.S. Wealth Management12-08-2017
Daniel L. SeltzerArrow Wealth AdvisorsU.S. Wealth Management12-07-2017
Frank Edward CannonArtesa Financial GroupRaymond James Financial Services, Inc.07-07-2010
David Hamilton BeldingAscension Capital Advisors, Inc.SAGE HARBOR ADVISORS, INC.03-22-2018
David Todd MachemehlAsset Management CorporationCrispian Venture Capital, LLC03-12-2018
Cameron Pierce RessetarAtlas Wealth Advisors LLCNational Securities Corporation12-06-2018
Erik J. AndersonAtlasMark Financial, Inc.Securities America Advisors, Inc.04-14-2010
Jeffrey Glenn WeeksATX Portfolio Advisors, LLCFidelity Brokerage Services LLC02-03-2015
Cal Daniel SmallwoodAusdal Financial Partners, Inc.HD Vest Investment Services11-11-2015
Thomas Edward VillaltaAustin 180 Advisory Group LLCCovenant02-15-2018
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Showing 351 to 375 of 6,842 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.

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