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
Todd Lee BohlmeyerSecurities America, Inc.FBL Marketing Services, LLC06-12-2019
David John BrusSecurities America, Inc.Fifth Third Securities, Inc.06-04-2019
Jonathan Vernon RiceSecurities America, Inc.Questar Capital Corporation$2506-03-2019
Monica L. DanielsSecurities America, Inc.First Command Financial Planning, Inc.$5006-03-2019
Eric R CortezSecurities America, Inc.Wells Fargo Advisors Financial Network, LLC$5005-31-2019
Matthew James CunninghamSecurities America, Inc.Flagship Harbor Advisors, LLC$50005-31-2019
William Leo LeclairSecurities America, Inc.Principal Securities, Inc.$5005-31-2019
James A. White Sr.Securities America, Inc.First Allied Securities, Inc.05-24-2019
Paul M. LaneSecurities America, Inc.Morgan Stanley05-24-2019
Kevin NewhouseSecurities America, Inc.Morgan Stanley05-22-2019
Paul Richard DeardenSecurities America, Inc.Commonwealth Financial Network$5005-21-2019
Richard Joseph MullaneySecurities America, Inc.CBIZ Investment Advisory Services, LLC$5005-14-2019
Daniel Robert CamposSecurities America, Inc.RBC Capital Markets, LLC05-13-2019
Leonard Daniel Gilroy-SolanoSecurities America, Inc.Wells Fargo Clearing Services, LLC$1,00005-06-2019
Francisco Jose TortSecurities America, Inc.Morgan Stanley$5005-03-2019
Joseph William MissmanSecurities America, Inc.Edward Jones05-03-2019
Gregory Lynn GrimesSecurities America, Inc.Centaurus Financial, Inc.$15004-29-2019
Jamie Hodges TaberSecurities America, Inc.Summit Financial Group Inc$5004-29-2019
Nathan Lee KnightSecurities America, Inc.Summit Financial Group Inc04-29-2019
Glen Jerrell LutzSecurities America, Inc.Next Financial Group, Inc.$5004-26-2019
Corbin Richard CoutureSecurities America, Inc.Infinex Investments, Inc.$15004-26-2019
Michael Todd SissonSecurities America, Inc.Summit Brokerage Services, Inc.$5004-22-2019
Adnan Qasim AldayelSecurities America, Inc.Capital Financial Services, Inc.$10004-09-2019
Laura Avory MegeathSecurities America, Inc.Mutual of Omaha Investor Services, Inc.04-04-2019
Francisco Enrique SaenzSecurities America, Inc.USAA Investment Management Company04-02-2019
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Showing 1 to 25 of 201 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.