Advisers on the Move

Track the latest teams of advisers and brokers who are changing firms and view recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

For production and additional details, click on adviser(s) name for full profile.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Sean Richardson, Max LileAllstreet CapitalMorgan Stanley Wealth Management$15007-08-2016
Christopher LossingLPL Financial Edward Jones$5507-07-2016
William Lloyd, Andrew Means, Peter WillseaStifel Nicolaus & Co.Bank of America Merrill Lynch$65507-07-2016
Meloni Hallock, Alev LewisHightower AdvisorsAcacia Wealth Advisors$50007-06-2016
Chris Jones, Dan HoffeWells Fargo AdvisorsJPMorgan Chase & Co.$28007-04-2016
Richard CawthorneLPL Financial NYLIFE Securities$5007-01-2016
Song-sil AlexanderLPL FinancialU.S. Bancorp Investments$9007-01-2016
Bradley FoosCalton & AssociatesVSR Financial Services$10007-01-2016
Brigid MulroyCalton & AssociatesVSR Financial Services$5007-01-2016
Martin MooreAmeriprise FinancialUBS Financial Services$12007-01-2016
MF Long IICalton & AssociatesVSR Financial Services$6007-01-2016
Michael GimlinAmeriprise FinancialNational Planning$11707-01-2016
Sharon AlmeidaCalton & AssociatesVSR Financial Services$6007-01-2016
Stuart Gertman, Michael Mawby, Bruce Greenwald, Todd ResnickWe Are One SevenMorgan Stanley Wealth Management$60007-01-2016
Douglas O'ConnellLPL FinancialFifth Third Securities$10206-30-2016
John Moore, Charlene BurkhardtIndependent Advisor AllianceNational Planning$5006-30-2016
Walter Meranze, Ken Dysart, Sean GogolaProspera Financial ServicesWells Fargo Advisors$1,20006-30-2016
David DitzelAmeriprise FinancialRaymond James$7206-29-2016
Nadine LordIndependent Advisor AllianceNational Planning$5006-29-2016
John EganHightower AdvisorsJ.M. Egan Wealth Advisors$30006-28-2016
Lisa RossiLPL FinancialNational Planning$6006-28-2016
Jaime Fukumae, Sally JermainLPL FinancialFoothill Securities$7006-27-2016
Austin Booker, James FallonLPL FinancialWoodbury Financial Services$10006-24-2016
James Martin, Brad SeagravesWells Fargo AdvisorsMorgan Stanley Wealth Management$10106-24-2016
John SelasLPL FinancialPrudential Financial$16006-24-2016
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Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.