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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
James Dabney McMurray Jr.LifeMark Securities Corp.National Securities Corporation02-01-2018
Shellie Bowman Sr.LifeMark Securities Corp.SunTrust Investment Services, Inc.$15003-19-2018
Terry Neil OsterdockLifeMark Securities Corp.Independent Financial Group, LLC$1003-19-2018
William B. CannonLifeMark Securities Corp.Fortune Financial Services, Inc.03-23-2018
Gordon Spencer CampbellLifeMark Securities Corp.Blue Duck Wealth Management03-27-2018
Jenna Ann BrownLifeMark Securities Corp.Cadaret, Grant & Co., Inc.04-09-2018
Nathan Adam HockleyLifeMark Securities Corp.Cambridge Investment Research, Inc.$5009-26-2018
Geoffrey Michael WolterstorffLifeMark Securities Corp.Foresters Equity Services, Inc.$5010-01-2018
Anthony James RinaldiLifeMark Securities Corp.FORESTERS EQUITY SERVICES, INC.$5010-12-2018
Sandra Renee LackmanLifeMark Securities Corp.FORESTERS EQUITY SERVICES, INC.10-17-2018
Brian MarshLifeMark Securities Corp.Foresters Equity Services, Inc.10-17-2018
Steven H. BushLifeMark Securities Corp.Foresters Equity Services, Inc.10-18-2018
Kevin Edmond Roche Jr.LifeMark Securities Corp.Foresters Equity Services, Inc.10-18-2018
James Edward Arnold Sr.LifeMark Securities Corp.Foresters Equity Services, Inc.$2510-19-2018
Ernest Quitman Denmark Jr.LifeMark Securities Corp.FORESTERS EQUITY SERVICES, INC.10-19-2018
George Joseph Cobb Jr.LifeMark Securities Corp.Foresters Equity Services, Inc.10-22-2018
Brendan Jay SchaferLifeMark Securities Corp.Foresters Equity Services, Inc.10-22-2018
Robert Eugene FrankLifeMark Securities Corp.FORESTERS EQUITY SERVICES, INC.$1010-23-2018
Stephen Adebayor IposuLifeMark Securities Corp.Foresters Equity Services, Inc.10-23-2018
Vijaykumar Hirabhai DurganiLifeMark Securities Corp.Foresters Equity Services, Inc.10-23-2018
Dennis Charles ButterfieldLifeMark Securities Corp.FORESTERS EQUITY SERVICES, INC.10-23-2018
Walter Charles ReynoldsLifeMark Securities Corp.FORESTERS EQUITY SERVICES, INC.$1010-24-2018
James C FlynnLifeMark Securities Corp.Foresters Equity Services, Inc.10-24-2018
George Charles DrawbaughLifeMark Securities Corp.Foresters Equity Services, Inc.10-24-2018
Timothy Scott SpeesLifeMark Securities Corp.Foresters Equity Services, Inc.10-25-2018
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Showing 1 to 25 of 67 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.


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