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.

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Angelo Talebi, Artin BandariRoyal AllianceLPL Financial$23011-16-2012
Lou Ingargiola, Sean McAndrewCommonwealth Financial NetworkLPL Financial$7011-15-2012
Michael MullisSecurities AmericaLPL Financial$22311-15-2012
Robert Ellis, Joseph Ellis, Joshua Britt, Aaron Mabon, Summer ParmerCommonwealth Financial NetworkLPL Financial$15011-15-2012
Tony Fusco, Kevin Fusco, David Matthews, Steven Moore, Donna Childress, Michelle Dumler, Ascenza DiFerdinandoRaymond JamesLPL Financial$23011-15-2012
Waldron GroupFidelityLPL Financial$1,20011-06-2012
Robert Zyzo, Irina LeuthSecurities Service NetworkLPL Financial$5009-18-2012
Eric Burton, Ronald WhittinghamFSC SecuritiesLPL Financial$25009-14-2012
Peter Reinecke, Christine Cipolla, Timothy MarshallSaxony SecuritiesLPL Financial$15009-10-2012

Showing 1 to 9 of 9 entries

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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.