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
Curtis Andrew McCullarCetera Advisor Networks LLCWells Fargo Clearing Services, LLC$9801-08-2018
Meryl Ann McBrideCetera Advisor Networks LLCWalnut Street Securities, Inc.09-03-2013
Dennis Joseph DonovanCetera Advisor Networks LLCWalnut Street Securities, Inc.09-03-2013
Miguel Santos UmanaCetera Advisor Networks LLCWalnut Street Securities, Inc.09-03-2013
Anne Quan UnoCetera Advisor Networks LLCWalnut Street Securities, Inc.09-03-2013
Robert William Kirby Jr.Cetera Advisor Networks LLCTower Square Securities, Inc.09-03-2013
Douglas William WallaceCetera Advisor Networks LLCTower Square Securities, Inc.09-03-2013
Derek Hammond LaymanCetera Advisor Networks LLCSunTrust Investment Services, Inc.12-14-2015
Boyd Fariborz BohloolCetera Advisor Networks LLCSummit Brokerage Services, Inc.$5009-20-2019
Jeffrey Neil DebondtCetera Advisor Networks LLCQuest Capital Strategies, Inc.07-31-2015
Sarah Beth GrahamCetera Advisor Networks LLCLincoln Financial Advisors Corporation02-29-2016
Tim Xuan HaCetera Advisor Networks LLCInvestment Centers of America, Inc.10-17-2017
Michael Paul BlanchardCetera Advisor Networks LLCInvestment Centers of America, Inc.10-16-2017
Douglas Kevin HankyCetera Advisor Networks LLCHBW Securities LLC06-26-2017
Neal Gardner DavisCetera Advisor Networks LLCCUSO Financial Services, L.P.07-17-2018
Fonda Moore CoffeyCetera Advisor Networks LLCBB&T Securities, LLC$1009-07-2018
Christopher Richard MelloneCetera Advisor Networks LLCB. Riley FBR, Inc.09-22-2015
Stephen Keith TuckerCetera Advisor Networks LLCAmeriprise Financial Services, Inc.$2504-26-2017

Showing 1 to 18 of 18 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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