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|
|Susan Coy-Kamph||LPL Financial||Huntington Investments||$112||12-10-2015|
|Nicole Jervis||LPL Financial||Huntington Investments||$60||12-09-2015|
|Thomas Neess, Alan Runkel, William Thompson||LPL Financial||Sterne Agee||$96||10-01-2015|
|Linda Horn-Grubbs, Robert Horn||LPL Financial||Money Concepts Captial||$80||09-24-2015|
|Shawn McCombs||LPL Financial||Huntington Investments||$145||07-01-2015|
|Thomas Kennedy||LPL Financial||Royal Alliance||$600||05-27-2015|
|Tim Clepper, Kelly Kuennen||LPL Financial||Morgan Stanley Wealth Management||$200||01-09-2015|
|Steven Jung, Timothy Lysaght, Patrick Lysaght,||LPL Financial||Morgan Keegan||$185||11-28-2011|
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.