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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Sheila B. BewleyAllstate Financial Services, LLCCetera Advisor Networks LLC$1012-04-2018
Daniel Peter LarsenAmerican Portfolios Financial Services, Inc.Cetera Advisor Networks LLC11-07-2018
Justin Carter PritchardApproach Financial PlanningCetera Advisor Networks LLC12-14-2018
Angela Marie CaballeroAshton Thomas Private WealthCetera Advisor Networks LLC12-03-2018
Amanda Lyvette RobinsonAXA Advisors, LLCCetera Advisor Networks LLC$1012-05-2018
David William JonesCambridge Investment Research, Inc.Cetera Advisor Networks LLC$5010-31-2018
Lyn Florence BoeningCetera Advisor Networks LLCCetera Advisor Networks LLC$2501-02-2019
Iris M ConnerCommonwealth Financial NetworkCetera Advisor Networks LLC01-03-2019
Heath David SlainCUSO Financial Services, L.P.Cetera Advisor Networks LLC11-26-2018
Bonnie Kay BaileyCWM, LLCCetera Advisor Networks LLC12-11-2018
Tunde NagyCWM, LLCCetera Advisor Networks LLC11-09-2018
Joseph Paul TauerEdward JonesCetera Advisor Networks LLC11-30-2018
Terry Todd ThillEvidence Advisors Investment ManagementCetera Advisor Networks LLC12-04-2018
James Oxley HerlockerFortune Financial Services, Inc.Cetera Advisor Networks LLC$5001-02-2019
Gregory James StewartH. Beck, Inc.Cetera Advisor Networks LLC12-04-2018
Dana Bruce DavidsonHilltop Securities Independent Network Inc.Cetera Advisor Networks LLC12-07-2018
Evangeline Tyndall HerringtonIfs SecuritiesCetera Advisor Networks LLC12-17-2018
James Hampton WestbrooksKestra Investment Services, LLCCetera Advisor Networks LLC$25010-18-2018
Michael Hampton WestbrooksKestra Investment Services, LLCCetera Advisor Networks LLC$15010-18-2018
David Jason DuggerKestra Investment Services, LLCCetera Advisor Networks LLC$15010-18-2018
Daniel Emmett MaloneKestra Investment Services, LLCCetera Advisor Networks LLC10-18-2018
William John Hrapmann Jr.LPL Financial LLCCetera Advisor Networks LLC12-12-2018
Gary Lee MeagherLPL Financial LLCCetera Advisor Networks LLC12-12-2018
Richard Neil FischmanLPL Financial LLCCetera Advisor Networks LLC12-07-2018
Wendi Pamela Lee DiaconoLPL Financial LLCCetera Advisor Networks LLC$10012-07-2018
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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.