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.

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
Alicia Rayna SpevakCambridge Investment Research, Inc.Cadaret, Grant & Co., Inc.$5008-20-2018
Dana Suzanne DerrickMorgan StanleyCadaret, Grant & Co., Inc.09-17-2018
Daniel Christian KelleySummit Brokerage Services, Inc.Cadaret, Grant & Co., Inc.10-31-2018
David IanniLPL Financial LLCCadaret, Grant & Co., Inc.09-18-2018
David Matthew GermanoLPL Financial LLCCadaret, Grant & Co., Inc.09-18-2018
David VinciguerraSecurities America, Inc.Cadaret, Grant & Co., Inc.$25005-04-2018
Erick B BondLPL Financial LLCCadaret, Grant & Co., Inc.12-07-2018
Frank Joseph LaloggiaLPL Financial LLCCadaret, Grant & Co., Inc.09-18-2018
Giovanni Bonaventura VitaleSecurities America, Inc.Cadaret, Grant & Co., Inc.$2505-04-2018
Gregory P KnuppSecurities America, Inc.Cadaret, Grant & Co., Inc.06-01-2018
Jeffrey Edward KleinCommonwealth Financial NetworkCadaret, Grant & Co., Inc.$2501-02-2019
Jenna Ann BrownLifeMark Securities Corp.Cadaret, Grant & Co., Inc.04-09-2018
Jessica Maureen ChampionIndependent Financial Group, LLCCadaret, Grant & Co., Inc.09-27-2018
John Charles WhiteMerrill Lynch, Pierce, Fenner & Smith IncorporatedCadaret, Grant & Co., Inc.$2507-09-2018
Kevin C. HillLPL Financial LLCCadaret, Grant & Co., Inc.10-16-2018
Kyle Miller DunnLPL Financial LLCCadaret, Grant & Co., Inc.$2509-18-2018
Lee Edward KalinCambridge Investment Research, Inc.Cadaret, Grant & Co., Inc.$8208-20-2018
Mario Di LuigiLPL Financial LLCCadaret, Grant & Co., Inc.09-18-2018
Michael August SidelloLPL Financial LLCCadaret, Grant & Co., Inc.$5006-04-2018
Michelle Louise Papa-DinesCommonwealth Financial NetworkCadaret, Grant & Co., Inc.01-02-2019
Neil Jonathan HoytCommonwealth Financial NetworkCadaret, Grant & Co., Inc.$2501-02-2019
Paul Calvin AhrensCommonwealth Financial NetworkCadaret, Grant & Co., Inc.01-02-2019
Rachel Barton RoneyCommonwealth Financial NetworkCadaret, Grant & Co., Inc.$23901-02-2019
Robert Clair NewtonLPL Financial LLCCadaret, Grant & Co., Inc.09-18-2018
Sonnet Leath LoftusCommonwealth Financial NetworkCadaret, Grant & Co., Inc.$5001-02-2019
Next Page »

Showing 1 to 25 of 28 entries

Page 1 | 2

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.