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|
|Zubair Khan||LPL Financial||J.P. Morgan Securities LLC||$80||06-17-2016|
|Robert Mafera||LPL Financial||Ameriprise Financial||$50||12-17-2015|
|Matthew Washek, Eric Lazzari||LPL Financial||Captial Securities Management||$200||11-17-2015|
|Edward Quirk||LPL Financial||Citizens Securities||$50||10-15-2015|
|Joseph Siciliano||LPL Financial||Fidelity||$100||05-27-2015|
|Matthew Cunningham, Erik Williams||LPL Financial||Park Avenue Securities||$0||10-17-2013|
|John Napolitano, George Clarke, Thomas Morrone, Michael Alexander, Max Kolbrenner, Gary Oman, Timothy McCarthy, Michael Velazquez||LPL Financial||Lincoln Financial||$200||01-25-2012|
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.