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
Aaron N. PavaoJ.K. Financial Services, Inc.Cetera Advisor Networks LLC05-03-2018
Agnes Ann RoachLPL Financial LLCCetera Advisor Networks LLC$1711-01-2018
Allen Michael HallLPL Financial LLCCetera Advisor Networks LLC10-19-2018
Amanda Lyvette RobinsonAXA Advisors, LLCCetera Advisor Networks LLC$1012-05-2018
Angela Marie CaballeroAshton Thomas Private WealthCetera Advisor Networks LLC12-03-2018
Anthony VelosoCommonwealth Financial NetworkCetera Advisor Networks LLC06-01-2018
Blaine Robbi CarverMarsJewett Financial GroupCetera Advisor Networks LLC07-16-2018
Bonnie Kay BaileyCWM, LLCCetera Advisor Networks LLC12-11-2018
Bradley Joseph LangeU.S. Bancorp Investments, Inc.Cetera Advisor Networks LLC$5011-07-2018
Brenda J BachmanPensionmark Securities, LLCCetera Advisor Networks LLC09-12-2018
Brent Daniel FieldsTotal Clarity Wealth Management, IncCetera Advisor Networks LLC04-25-2018
Brent Michael PahnkeSA Stone Wealth Management Inc.Cetera Advisor Networks LLC$10009-24-2018
Brent Roger AndersonSagePoint Financial, Inc.Cetera Advisor Networks LLC$1011-02-2018
Brian Andrew VossLPL Financial LLCCetera Advisor Networks LLC$5010-19-2018
Brian Glenn MarsMarsJewett Financial GroupCetera Advisor Networks LLC07-16-2018
Brian Keith SheyG. A. Repple & CompanyCetera Advisor Networks LLC06-06-2018
Brian Richard BronkLPL Financial LLCCetera Advisor Networks LLC06-28-2018
Brian Thomas WolfCetera Advisor Networks LLCCetera Advisor Networks LLC$23801-12-2018
Bridget Ann PlataniaLPL Financial LLCCetera Advisor Networks LLC06-20-2018
Cameron David HubbardLPL Financial LLCCetera Advisor Networks LLC10-19-2018
Chad I ArseneauLPL Financial LLCCetera Advisor Networks LLC$2510-19-2018
Charles Gary DrakeLPL Financial LLCCetera Advisor Networks LLC$2507-30-2018
Charles Lee ReeseLPL Financial LLCCetera Advisor Networks LLC$5009-07-2018
Charles N CucurasLPL Financial LLCCetera Advisor Networks LLC10-01-2018
Charles Oliver Pickett Jr.Allstate Financial Services, LLCCetera Advisor Networks LLC$1005-24-2018
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Showing 1 to 25 of 188 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.