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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Blaine Robbi CarverMarsJewett Financial GroupCetera Advisor Networks LLC07-16-2018
Brian Glenn MarsMarsJewett Financial GroupCetera Advisor Networks LLC07-16-2018
Brian Rene TorgersonRaymond James Financial Services, Inc.Cetera Advisor Networks LLC$2510-25-2019
Brian Richard BronkLPL Financial LLCCetera Advisor Networks LLC06-28-2018
Charles West GardnerLPL Financial LLCCetera Advisor Networks LLC12-02-2019
Christina Ranae SchwindCUSO Financial Services, L.P.Cetera Advisor Networks LLC03-16-2016
David C. GordonMutual Securities, Inc.Cetera Advisor Networks LLC$2509-26-2016
David Clyde BartonLPL Financial LLCCetera Advisor Networks LLC06-28-2018
David Gaen LeeOppenheimer & Co. Inc.Cetera Advisor Networks LLC01-09-2013
David Glenn GarbergCommonwealth Financial NetworkCetera Advisor Networks LLC$5006-01-2016
Debra Sue BellMutual Securities, Inc.Cetera Advisor Networks LLC09-26-2016
Dennis Vincent ClavinCommonwealth Financial NetworkCetera Advisor Networks LLC$5006-01-2016
Dwayne Alan DilleyCambridge Investment Research, Inc.Cetera Advisor Networks LLC$10012-01-2015
Elizabeth A. RameyMarsJewett Financial GroupCetera Advisor Networks LLC07-16-2018
Eric Phillip StromCUSO Financial Services, L.P.Cetera Advisor Networks LLC$2511-18-2015
Eric Stuart MacleanKMS Financial Services, Inc.Cetera Advisor Networks LLC09-22-2017
Gary Lee MeagherLPL Financial LLCCetera Advisor Networks LLC12-12-2018
Glenn Robert MarsMarsJewett Financial GroupCetera Advisor Networks LLC$15007-16-2018
Gregory John LednickyRaymond James Financial Services, Inc.Cetera Advisor Networks LLC10-25-2019
James Edward GarrisonKMS Financial Services, Inc.Cetera Advisor Networks LLC$1010-26-2017
James Richard JacksonLPL Financial LLCCetera Advisor Networks LLC12-05-2018
Jean Axford MorrisCUSO Financial Services, L.P.Cetera Advisor Networks LLC$1003-16-2016
Joan M. RoddyRaymond James Financial Services, Inc.Cetera Advisor Networks LLC10-25-2019
Karin Jo NilssonLPL Financial LLCCetera Advisor Networks LLC$1010-07-2011
Kathryn Sue WilsonKMS Financial Services, Inc.Cetera Advisor Networks LLC10-20-2011
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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.