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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Nicholas PavaoJ.K. Financial Services, Inc.Cetera Advisor Networks LLC05-03-2018
Andrew Burton LabasIgnite Planners LLCCetera Advisor Networks LLC01-11-2018
Brent Michael PahnkeIgnite Planners LLCCetera Advisor Networks LLC01-11-2018
Brent Roger AndersonSagePoint Financial, Inc.Cetera Advisor Networks LLC$10011-02-2018
Christian Thains RizziLPL Financial LLCCetera Advisor Networks LLC$10009-06-2018
Daniel MehanLPL Financial LLCCetera Advisor Networks LLC07-25-2018
David Kirk LightnerHamilton-Bates Investment Research, Inc.Cetera Advisor Networks LLC04-06-2018
Dustin R. MiracleLPL Financial LLCCetera Advisor Networks LLC06-12-2018
Gene Alen De YoungIndependent Financial Group, LLCCetera Advisor Networks LLC07-02-2018
Irene Ling FongOneAmerica Securities, Inc.Cetera Advisor Networks LLC$50002-12-2018
Iris Bullicer IlaoArgosy Wealth ManagementCetera Advisor Networks LLC01-24-2018
James Carl KottraArgosy Wealth ManagementCetera Advisor Networks LLC01-24-2018
James Michael PhillipsIgnite Planners LLCCetera Advisor Networks LLC01-11-2018
Jeffrey Glen JohnsonLPL Financial LLCCetera Advisor Networks LLC$10006-12-2018
Jeffrey Noel HallinHamilton-Bates Investment Research, Inc.Cetera Advisor Networks LLC04-06-2018
Jena Elizabeth SchusterSB WealthCetera Advisor Networks LLC11-20-2018
Kathleen Reams HansenLPL Financial LLCCetera Advisor Networks LLC$10007-31-2018
Kenneth William CallahanJ.K. Financial Services, Inc.Cetera Advisor Networks LLC04-30-2018
Kevin Stanley SvetichJ.K. Financial Services, Inc.Cetera Advisor Networks LLC$50004-12-2018
Leonard Ray DemchakJ.K. Financial Services, Inc.Cetera Advisor Networks LLC$10004-12-2018
Mark G MannarelliLPL Financial LLCCetera Advisor Networks LLC$50007-20-2018
Max Dennis MiracleLPL Financial LLCCetera Advisor Networks LLC$50006-12-2018
Michael W FerrierLPL Financial LLCCetera Advisor Networks LLC$50009-06-2018
Norberto Hurtado RuizAllstate Financial Services, LLCCetera Advisor Networks LLC$50006-20-2018
Quincy HallHall Financial Services, IncCetera Advisor Networks LLC03-15-2018
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Showing 1 to 25 of 31 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.