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
Vincent Kubilus, Brian Thornton, Mark ZakoskiLPL FinancialInfinex$001-04-2016
Raymond SaravitzLPL FinancialCommonwealth Financial Network$001-04-2016
Vladislav Krubich, Tony MayoLPL FinancialAmeriprise Financial$012-13-2013
Matthew Cunningham, Erik WilliamsLPL FinancialPark Avenue Securities$010-17-2013
Bobby WhiteLPL FinancialSecurities America$008-10-2011
Donald PatrickLPL FinancialSecurities America$008-10-2011
Michael SharplesLPL FinancialEdward Jones$005-26-2010
Ryan J. SchriftLPL FinancialMorgan Keegan$1505-14-2012
Steven CrabreeLPL FinancialBank of America Merrill Lynch$5004-21-2012
Neel PatelLPL FinancialBank of America Merrill Lynch$7007-31-2015
Jose HauadLPL FinancialBank of America Merrill Lynch$7007-17-2015
Susan GehlLPL FinancialJPMorgan Chase & Co.$7007-01-2015
Michael McDonaldLPL FinancialU.S. Bancorp Investments$7509-02-2015
Paul PignoneLPL FinancialFidelity$7509-01-2015
Sean A. SmalleyLPL FinancialCharles Schwab$7503-04-2014
Paul E. HouseyLPL FinancialNorthstar Financial$7807-01-2013
Linda Horn-Grubbs, Robert HornLPL FinancialMoney Concepts Captial$8009-24-2015
Brian HillLPL FinancialWesBanco Securities$8207-27-2015
Dennis Marshall, Kristin SchoenfelderLPL FinancialRoyal Alliance$8507-10-2015
Courtney McHargLPL FinancialAmeriprise Financial$9009-21-2015
Donald HeitzLPL FinancialFirst Command Financial$9008-04-2015
Gary DeeseLPL FinancialEdward Jones$9211-28-2011
Regina McCann HessLPL FinancialWells Fargo Advisors$9707-01-2015
Melanie HousdenLPL FinancialEdward Jones$10009-10-2015
John CortaleLPL FinancialJHS Capital Advisors$10007-31-2015
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Showing 1 to 25 of 115 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.