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.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Deanna Cilnyk RoegerCetera Advisor Networks LLCCambridge Investment Research, Inc.11-06-2018
Crystal Rose SdanoCetera Advisor Networks LLCGWN Securities Inc.08-21-2017
Gary Irwin NadolskyCetera Advisor Networks LLCSII Investments, Inc.$107-05-2017
Kiersten Anna BanaszakCetera Advisor Networks LLCSII Investments, Inc.07-05-2017
Violet Gustin DealCetera Advisor Networks LLCDon Alexander Investments, Inc.$103-09-2017
David Samuel LicaryCetera Advisor Networks LLCMetLife Securities Inc.10-30-2015
David M BrownCetera Advisor Networks LLCAssociated Investment Services, Inc.08-04-2014
Jamie Lynn HansonCetera Advisor Networks LLCAssociated Investment Services, Inc.$108-04-2014
Neal Allen IgnatowskiCetera Advisor Networks LLCH. Beck, Inc.02-04-2014
Katie Marie VaubelCetera Advisor Networks LLCNorthwestern Mutual Investment Services, LLC12-06-2013
David Paul VoelzCetera Advisor Networks LLCCoordinated Capital Securities, Inc.04-02-2013
Donald Raymond SavagliaCetera Advisor Networks LLCCoordinated Capital Securities, Inc.$2504-01-2013
Gregory Robert FeivorCetera Advisor Networks LLCOarsman Capital, Inc02-08-2013
Eric Marvin DyeCetera Advisor Networks LLCINVEST Financial Corporation02-01-2013
Rodney Alan CuppCetera Advisor Networks LLCNorthwestern Mutual Investment Services, LLC$2501-02-2013
Kay Ann FreitagCetera Advisor Networks LLCMML Investors Services, LLC02-23-2011
Wayne Devonne BisekCetera Advisor Networks LLCMML Investors Services, LLC07-26-2010
Gary Lavern CockeramCetera Advisor Networks LLCAmeritas Investment Corp.04-28-2010
Edwin N HeckerCetera Advisor Networks LLCAmeritas Investment Corp.04-20-2010
William George MowbrayCetera Advisor Networks LLCAmeritas Investment Corp.04-12-2010
Roland Walter MollCetera Advisor Networks LLCAmeritas Investment Corp.04-09-2010
David Kenneth SorensenCetera Advisor Networks LLCAmeritas Investment Corp.04-01-2010
Eric Wayne BoucherCetera Advisor Networks LLCAmeritas Investment Corp.04-01-2010
Peter Michael MickelsonCetera Advisor Networks LLCMML Investors Services, LLC$1002-25-2009
Derek Robert SchanhoferCetera Advisor Networks LLCMML Investors Services, LLC02-20-2009

Showing 1 to 25 of 25 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.

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