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
Paul Benge, Sheldon BengeLPL Financial Wells Fargo Advisors$15509-30-2016
Earnest SmithLPL Financial USAAA Financial Advisors$6309-19-2016
Samuel RodriguezLPL Financial J.P. Morgan Securities LLC$6609-16-2016
Kim Campbell, Doris SilvaLPL Financial Wells Fargo Advisors$6609-13-2016
Brian KrukielLPL Financial J.P. Morgan Securities LLC$7009-01-2016
Daniel TapiaLPL Financial Voya Financial Advisors Partners$8508-25-2016
Mitchell LiesmannLPL Financial J.P. Morgan Securities LLC$7808-22-2016
Brian ButlerLPL Financial J.P. Morgan Securities LLC$6908-16-2016
Craig SeverinLPL Financial BBVA Securities$5008-08-2016
Chris Albertson, Tyler SteeleLPL Financial BBVA Securities$15008-05-2016
Jereme BriscoLPL Financial USAAA Financial Advisors$28007-18-2016
Luisa EhrigLPL FinancialEdward Jones$10005-09-2016
Andrew SharpLPL FinancialCharles Schwab$34104-27-2016
Kevin Mccoy IILPL FinancialBBVA Securities$6002-09-2016
Jorge EscobedoLPL FinancialCetera$8512-17-2015
Lee EdsonLPL FinancialSagePoint Financial$5510-30-2015
Melanie HousdenLPL FinancialEdward Jones$10009-10-2015
Robert BradfordLPL FinancialLucia Securities$12608-27-2015
Ronnie Rushing, Bradley ScottLPL FinancialSouthwest Securities$14508-05-2015
Brandi HolmesLPL FinancialFidelity$27406-16-2015
Michael Pettey, Reagan PetteyLPL FinancialNFP Advisor Services Group$42002-26-2015
Dennis Long, Jerry HillLPL FinancialFirst Global Capital$13502-17-2015
Andrew GonskiLPL FinancialAmeriprise Financial$10007-02-2013
Level Four GroupLPL FinancialLincoln Financial$1,00011-13-2012
Erin BotsfordLPL FinancialDeWaay Financial Network$56005-11-2012

Showing 1 to 25 of 25 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.