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.¬ęConsidering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.
|Adviser(s)||Firm joining||Firm leaving||AUM ($M)||Date|
|Gerber Kawasaki Wealth & Investment Management||LPL Financial||SagePoint Financial||$175||10-22-2012|
|Capstone Affluent Strategies||LPL Financial||Prudential Financial||$450||10-17-2012|
|Mark Elston, Dave Quinn, Jim Elston, Tiffany Del Santo||LPL Financial||Wells Fargo Advisors||$185||10-15-2012|
|Washington Wealth Management||LPL Financial||Spire Investment Partners||$750||10-02-2012|
|DeLynn Zell, Pete McCarn, Jeris Burns, David LeCompte||LPL Financial||Lincoln Financial||$1,000||08-14-2012|
|Tamar H. Mogilski||LPL Financial||MetLife Securities||$150||08-09-2012|
|Advantage Financial Group||LPL Financial||National Planning||$2,000||08-02-2012|
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.