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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Derrick J. ArnoldCitizens Securities, Inc.CUSO Financial Services, L.P.01-07-2019
Christina Renee CloudCharles Schwab & Co., Inc.First Command Financial Planning, Inc.01-07-2019
Andrew M. KritikosTD Ameritrade, Inc.Wells Fargo Clearing Services, LLC01-07-2019
Nabeal Daoud NaibkhylTD Ameritrade, Inc.Wells Fargo Clearing Services, LLC01-07-2019
William David MillerLincoln Financial Securities CorporationWoodbury Financial Services, Inc.$4501-07-2019
Gilbert Ralph HawkinsLPL Financial LLCQuestar Capital Corporation$1001-07-2019
Gregg Michael GottliebLPL Financial LLCKestra Investment Services, LLC$5001-07-2019
Robert Louis PuzLPL Financial LLCSigma Financial Corporation01-07-2019
Lincoln Paul KopetskiLPL Financial LLCU.S. Bancorp Investments, Inc.$2501-07-2019
Joseph Roderick CilleyLPL Financial LLCU.S. Bancorp Investments, Inc.$2501-07-2019
Michael Joseph WadeLPL Financial LLC1st Global Capital Corp.01-07-2019
Stephanie CraigLPL Financial LLCPFS Investments Inc.01-07-2019
Allyn K. HoltRaymond James Financial Services, Inc.Summit Brokerage Services, Inc.01-07-2019
Tiffany Teel HouseRaymond James Financial Services, Inc.BBVA Securities Inc.01-07-2019
Jon Robert HansenRaymond James Financial Services, Inc.Edward Jones01-07-2019
Charles P. StaplesRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC01-07-2019
Mark Everett MccowanRaymond James Financial Services, Inc.Avantax Investment Services, Inc.01-07-2019
Danny DelgadoNational Securities CorporationIfs Securities01-07-2019
Bura Claiborne Stringer Jr.ProEquities, Inc.Allstate Financial Services, LLC01-07-2019
Christopher Lawrence BrownLifeMark Securities Corp.Foresters Equity Services, Inc.01-07-2019
Bruce Todd LearAmerican Portfolios Financial Services, Inc.Securities America, Inc.01-07-2019
Michael Eric JohnsonUnited Planners' Financial Services of America A Limited PartnerLPL Financial LLC$2501-07-2019
Michael James KerriganCalton & Associates, Inc.SagePoint Financial, Inc.01-07-2019
Monika Bet-EivazCentaurus Financial, Inc.Raymond James & Associates, Inc.01-07-2019
Holly Lynn RemsingCentaurus Financial, Inc.Raymond James Financial Services, Inc.01-07-2019
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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.