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
Darrell Ross AveryCetera Investment Services LLCAmeriprise Financial Services, Inc.$10004-11-2018
Lauren Paige McClainCetera Investment Services LLCState Farm VP Management Corp.04-11-2018
Mark David AlarieCetera Investment Services LLCEdward Jones$15004-20-2018
Charles Benjamin ChapmanCetera Investment Services LLCMorgan Stanley$50004-20-2018
Michael Jon BrownCetera Investment Services LLCEdward Jones04-20-2018
Joseph KassoufCetera Investment Services LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$10004-23-2018
David Michael PryorCetera Investment Services LLCKey Investment Services LLC04-27-2018
Michael Erwood McCormickCetera Investment Services LLCSignator Investors, Inc.04-30-2018
John Edmund YannickCetera Investment Services LLCAmerican Portfolios Financial Services, Inc.$10005-01-2018
Kevin Scott MassaCetera Investment Services LLCKey Investment Services LLC$10005-02-2018
Bahga Karim GergesCetera Investment Services LLCSantander Securities LLC05-04-2018
Steven SotoCetera Investment Services LLCPNC Investments05-07-2018
Robert Aubrey HartCetera Investment Services LLCInvestment Professionals, Inc.$10005-08-2018
Lauren R. SondalleCetera Investment Services LLCJ.P. Morgan Securities LLC05-17-2018
Lindsey Ramin KornegayCetera Investment Services LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)05-21-2018
Jacob Richard PriceCetera Investment Services LLCInfinex Investments, Inc.$10005-23-2018
Tony Chang Tu YuCetera Investment Services LLCJ.P. Morgan Securities LLC05-23-2018
Anthony Franklin TegenkampCetera Investment Services LLCThe Huntington Investment Company05-25-2018
Patrick Matthew HaleCetera Investment Services LLCKey Investment Services LLC05-26-2018
Matthew John Van HekkenCetera Investment Services LLCCUSO Financial Services, L.P.$15005-29-2018
Larry E Myers Jr.Cetera Investment Services LLCCitizens Securities, Inc.06-11-2018
Todd Steven EveringhamCetera Investment Services LLCThe Huntington Investment Company06-13-2018
Charles Wayne Coffey Jr.Cetera Investment Services LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)06-14-2018
Craig C. GabelCetera Investment Services LLCPrincipal Securities, Inc.06-14-2018
Kameron J HelmuthCetera Investment Services LLCPNC Investments06-14-2018
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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.