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
Robert E. WalkerCentaurus Financial, Inc.Infinex Investments, Inc.03-23-2020
William G. Rowett IIICentaurus Financial, Inc.SagePoint Financial, Inc.01-03-2020
Thomas Farrington BlackburnCentaurus Financial, Inc.Verus Financial Partners07-26-2019
Paul Lawrence NewtonCentaurus Financial, Inc.Securities America, Inc.$15002-05-2019
Holly Lynn RemsingCentaurus Financial, Inc.Raymond James Financial Services, Inc.01-07-2019
William Scarr ShefteCentaurus Financial, Inc.Securities America, Inc.$1001-04-2016
John Calderwood Starke Sr.Centaurus Financial, Inc.Financial West Group$2506-26-2015
John Edward HoffmanCentaurus Financial, Inc.Financial Designs Ltd.$1007-24-2014
Kendrick Gerand SmithCentaurus Financial, Inc.Independent Financial Group, LLC$5007-15-2014
Lawrence B. StichCentaurus Financial, Inc.Centaurus Financial, Inc.03-24-2014
Mathew Joseph EvanitskyCentaurus Financial, Inc.PFS Investments Inc.09-20-2013
Cynthia Louise KordysCentaurus Financial, Inc.Morgan Stanley07-24-2013
Francis Eugene Brown Jr.Centaurus Financial, Inc.H. Beck, Inc.11-09-2012
Anthony Wayne RogersCentaurus Financial, Inc.AXA Advisors, LLC07-02-2012
David Keene MitchellCentaurus Financial, Inc.Cambridge Investment Research, Inc.$1005-04-2012
Mandel Harris PettifordCentaurus Financial, Inc.L.O. Thomas & Co. Inc.10-05-2011
Robert Francis SullivanCentaurus Financial, Inc.GWN Securities Inc.06-17-2011
Stephen Edward BohanCentaurus Financial, Inc.Questar Capital Corporation02-18-2011
Patrick James RobertsonCentaurus Financial, Inc.Investors Capital Corp.01-03-2011
Paul Lawrence NewtonCentaurus Financial, Inc.Allstate Financial Services, LLC10-21-2010
Gail Castleman HilderCentaurus Financial, Inc.SunTrust Investment Services, Inc.02-03-2010
Janice Marie JanjaninCentaurus Financial, Inc.Questar Capital Corporation01-04-2010
David Anthony CieszynskiCentaurus Financial, Inc.Questar Capital Corporation$1011-13-2009
Richard Waldron BesnierCentaurus Financial, Inc.American Portfolios Financial Services, Inc.$15007-01-2009

Showing 1 to 24 of 24 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.