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
Charlie Strong, Shane Gaddy, Kelly Lee, Kyle BochatLPL Financial Wells Fargo Advisors$35107-20-2017
Michael BurkeLPL FinancialSuntrust Investment Services$10506-28-2017
Shaun BlakesleeLPL FinancialPNC Investments $6206-26-2017
Josephine StaglianoLPL FinancialWells Fargo Advisors Financial Network$5206-21-2017
Margaret Anderson, Louis MeloneLPL FinancialWells Fargo Advisors Financial Network$5706-20-2017
Joseph BuddLPL FinancialWells Fargo Advisors Financial Network$7006-20-2017
James TemplinLPL FinancialHilliard Lyons$9506-16-2017
Wolfgang HeinLPL FinancialSantander Securities LLC$6706-05-2017
Emory Gary, Judy Morrison LPL FinancialAmerican Portfolios$13106-02-2017
John DigiacomoLPL FinancialSantander Securities LLC$8306-01-2017
Douglas Clark, Ronald Clark LPL FinancialPrincor Financial Services$16705-31-2017
Steven Higgins, Allison SchmidtLPL FinancialRaymond James$6605-26-2017
Michael DevincentisLPL FinancialWells Fargo Advisors Financial Network$5805-26-2017
Francis Haas, Matthew Hammer, Michael Lovecchio, Jason MaileLPL FinancialWFG Investments$15005-22-2017
Harry MullenLPL FinancialSuntrust Investment Services$7205-19-2017
Cliff CosperLPL FinancialEdward Jones$6105-05-2017
Claudia Exner, Joachim ExnerLPL FinancialFirst Command Financial$19205-05-2017
David VigilLPL FinancialSuntrust Investment Services$8405-03-2017
Jay TobiasLPL FinancialWells Fargo Advisors Financial Network$9605-01-2017
Joseph QuinnLPL FinancialNational Securities$8804-28-2017
Ira Katz, Daniel McNicholas, John Scala, Bryce WilinskiLPL Financial Bank of America Merrill Lynch$42004-28-2017
Paul HenryLPL FinancialCitizens Investment Services$5004-27-2017
Steven MussonLPL FinancialCapital Financial Services$17004-20-2017
Chris SpencerLPL FinancialBank of America Merrill Lynch$6904-20-2017
Sandra DaltonLPL FinancialAmerican Portfolios$5404-13-2017
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Showing 1 to 25 of 468 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.