Financial ADVSR advisor moves · SEC adviser records, updated daily
Advisors who joined and left Advisory Services Network
Every SEC-registered advisor who joined Advisory Services Network or left it for another firm since October 22, and where they came from or went.
0 joined and 4 left for another firm since October 22, a net change of -4; the most who left went to Farther (4).
Every Advisory Services Network advisor, by city and state →Which firms are gaining and losing advisors →
Where advisors came from and went
Went to
Farther 4
Joined Advisory Services Network (0)
No advisors joined since October 22.
Left Advisory Services Network for another firm (4)
| Advisor | Went to | Office | Seen |
|---|---|---|---|
| Amanda D. Dowell | Farther | Hickory, NC | Nov 4 |
| Eric D. Whitener | Farther | Hickory, NC | Nov 4 |
| Jason D. Beckley | Farther | Hickory, NC | Nov 4 |
| Louis S. Wetmore | Farther | Hickory, NC | Nov 4 |
Questions
How many advisors has Advisory Services Network added recently?
0 SEC-registered advisors joined Advisory Services Network and 4 left it for another firm since October 22, a net change of -4, according to the SEC's daily Investment Adviser Public Disclosure file.
Where are Advisory Services Network advisors going?
Of the advisors who left Advisory Services Network for another firm since October 22, the most joined Farther (4).
Where does this data come from?
The SEC publishes every registered investment adviser representative and their firms each day. Financial ADVSR compares each day's file with the one before: an advisor who gains a firm counts as joining it, one who loses it as leaving. A departure counts only when the advisor shows up at another firm within 45 days; advisors who simply drop out of the file (retirements, broker-only roles, gaps in a day's file) aren't counted.
Source: the SEC's Investment Adviser Public Disclosure daily file, compared day by day since 2026-10-22. Investment adviser representatives only; broker-only moves (FINRA BrokerCheck) aren't included. Reported team moves and deals are in Advisor Moves.