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
Matthew TraywickLPL FinancialWesBanco Securities$6005-16-2016
Chandon Simonis, John NiermeyerLPL FinancialWells Fargo Advisors$51604-28-2016
Dustin DeFrancoLPL FinancialJ.P. Morgan Securities LLC$5004-08-2016
Susan Coy-KamphLPL FinancialHuntington Investments$11212-10-2015
Nicole JervisLPL FinancialHuntington Investments$6012-09-2015
Thomas Neess, Alan Runkel, William ThompsonLPL FinancialSterne Agee$9610-01-2015
Linda Horn-Grubbs, Robert HornLPL FinancialMoney Concepts Captial$8009-24-2015
Shawn McCombsLPL FinancialHuntington Investments$14507-01-2015
Thomas KennedyLPL FinancialRoyal Alliance$60005-27-2015
Tim Clepper, Kelly KuennenLPL FinancialMorgan Stanley Wealth Management$20001-09-2015
Steven Jung, Timothy Lysaght, Patrick Lysaght,LPL FinancialMorgan Keegan$18511-28-2011

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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.