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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Deborah Waynell AndrewsCetera Advisors LLCQuestar Capital Corporation01-10-2019
Peter Thomas LawrenceAmerican Portfolios Financial Services, Inc.Questar Capital Corporation01-08-2019
Michael John GreeneCapital Synergy PartnersQuestar Capital Corporation01-08-2019
George ZobianAmerican Portfolios Financial Services, Inc.Questar Capital Corporation01-04-2019
Christopher Mark RorieEquity Services, Inc.Questar Capital Corporation01-03-2019
Robert Ellis PayneSecurities America, Inc.Questar Capital Corporation01-02-2019
Aaron Jay WursterQuest Capital Strategies, Inc.Questar Capital Corporation01-02-2019
Mark Christopher ScherbaPackerland Brokerage Services, Inc.Questar Capital Corporation01-02-2019
Danny Windell WhisenantGWN Securities Inc.Questar Capital Corporation01-02-2019
Jason Miles KampBrokers International Financial Services, LLC.Questar Capital Corporation01-02-2019
Frank John CaliseSecurities America, Inc.Questar Capital Corporation12-26-2018
Edward Henry RodriguezSecurities America, Inc.Questar Capital Corporation12-26-2018
Thomas Donald BenscoterSecurities America, Inc.Questar Capital Corporation12-26-2018
Carol Ann WhelanCetera Advisors LLCQuestar Capital Corporation12-26-2018
Khaled Abdal-Hakim KhirfanSecurities America, Inc.Questar Capital Corporation12-21-2018
David Lawrence CraneCentaurus Financial, Inc.Questar Capital Corporation12-18-2018
Abdalhakim Anwar KhirfanSecurities America, Inc.Questar Capital Corporation12-17-2018
Patricia W. LalondeSecurities America, Inc.Questar Capital Corporation12-14-2018
Peter John AiksnorasSecurities America, Inc.Questar Capital Corporation12-13-2018
Michael Patrick DaughertySecurities America, Inc.Questar Capital Corporation12-11-2018
Jon D. KehlSecurities America, Inc.Questar Capital Corporation12-11-2018
Carl Overton McBeanSecurities America, Inc.Questar Capital Corporation12-11-2018
Elizabeth A. WorthingtonSecurities America, Inc.Questar Capital Corporation12-11-2018
Gilbert Ralph HawkinsLPL Financial LLCQuestar Capital Corporation$1001-07-2019
Charles Eugene WilliamsAmerican Portfolios Financial Services, Inc.Questar Capital Corporation$1001-02-2019
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Showing 1 to 25 of 44 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.