Sponsored By

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
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 9 of 9 entries

Page 1

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.