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
Garth LurveyLPL Financial Suntrust Investment Services$5012-15-2016
Steven LandwersiekLPL Financial Ameriprise Financial$5012-12-2016
David Fowler, Charles Helm, Edward Herrera, Diane WhittLPL Financial Voya Financial Advisors Partners$15011-18-2016
John Davis, Darla GreerLPL Financial Cetera$10011-07-2016
Todd SmilerLPL Financial Wells Fargo Advisors$5510-31-2016
Eric Eaton, Brandan TeagueLPL Financial Princor Financial Services$22510-18-2016
Michael BondLPL Financial Charles Schwab$10008-24-2016
Richard W. HeagenLPL Financial Summit Brokerage Services$6008-22-2016
Eric LingLPL Financial USAA Financial Advisors$9007-29-2016
Brian MillerLPL FinancialCetera$6505-23-2016
Frank MartinLPL FinancialRaymond James$7001-29-2016
Michael MollicaLPL FinancialCetera$7501-07-2016
Ellis De JesusLPL FinancialUSAA Financial Advisors$8012-14-2015
Gary SaginorLPL FinancialInvestments by Planners, Inc.$7711-24-2015
Robert Georgiou, Joseph KouryLPL FinancialSecurian Financial Services$5010-26-2015
Jeffrey AcklerLPL FinancialCharles Schwab$30010-08-2015
Peter WeilLPL FinancialRBC Wealth Management$13009-11-2015
Timothy ForsmanLPL FinancialJHS Capital Advisors$15008-05-2015
Donald HeitzLPL FinancialFirst Command Financial$9008-04-2015
Joel PalatnikLPL FinancialRaymond James$16508-03-2015
Ernest CarreraLPL FinancialJHS Capital Advisors$12007-09-2015
Ryan RechLPL FinancialWells Fargo Advisors$10007-09-2015
Christopher CliffordLPL FinancialWells Fargo Advisors$10007-07-2015
Dale WolfLPL FinancialSun Trust Securities$10406-08-2015
John GroseLPL FinancialCharles Schwab$30004-27-2015
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Showing 1 to 25 of 28 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.