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.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Bonnie Lynn RobinsonHD Vest Investment ServicesCetera Advisor Networks LLC01-08-2009
Dixie Lee PowellHD Vest Investment ServicesCetera Financial Specialists LLC01-20-2009
Danny Kevin BrandonHD Vest Investment ServicesMutual Service Corporation$1001-23-2009
Drew William WelpHD Vest Investment ServicesEdward Jones02-04-2009
Donald Ernest BouchardHD Vest Investment ServicesFive Star Investment Services, Inc.02-06-2009
Michael Philip HewkoHD Vest Investment ServicesCetera Financial Specialists LLC$5002-23-2009
Anthony Richard LanzaHD Vest Investment ServicesMML Investors Services, LLC04-07-2009
Anthony Scatuorchio FerraraHD Vest Investment ServicesLPL Financial LLC05-01-2009
Walter Thomas SamuelsonHD Vest Investment ServicesPFS Investments Inc.05-12-2009
Dennis Harry CozenHD Vest Investment ServicesMutual Securities, Inc.05-15-2009
Oscar L BarrHD Vest Investment ServicesLevel Four Advisory Services$5005-19-2009
Stephen Bernard KincerHD Vest Investment ServicesHornor, Townsend & Kent, LLC05-21-2009
Warren Steven LeibowitzHD Vest Investment ServicesPrime Capital Services, Inc.05-21-2009
Scott Jeffrey FisherHD Vest Investment ServicesLPL Financial LLC05-26-2009
Patricia Ann CatchpoleHD Vest Investment ServicesH&R Block Financial Advisors, Inc.07-24-2009
Jeanne Lois OwenHD Vest Investment ServicesH&R Block Financial Advisors, Inc.08-03-2009
Margery Snell BirkedalHD Vest Investment ServicesH&R Block Financial Advisors, Inc.08-14-2009
David Michael KoruszkoHD Vest Investment ServicesH&R Block Financial Advisors, Inc.08-18-2009
Kenneth John LazarowiczHD Vest Investment ServicesSecurian Financial Services, Inc.08-18-2009
Gregory Paul FarinoHD Vest Investment ServicesH&R Block Financial Advisors, Inc.08-27-2009
Alan Richard ShroutHD Vest Investment ServicesH&R Block Financial Advisors, Inc.09-01-2009
Jennifer J. PalagyiHD Vest Investment ServicesAmeriprise Advisor Services, Inc.09-09-2009
Wayne Drafts CorleyHD Vest Investment ServicesWalnut Street Securities, Inc.09-17-2009
Jun WatanabeHD Vest Investment ServicesQuest Capital Strategies, Inc.09-21-2009
Thomas J. Domin Jr.HD Vest Investment ServicesAPW Capital, Inc.$1010-14-2009
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Showing 1 to 25 of 183 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.


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