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|
|Dennis Long, Jerry Hill||LPL Financial||First Global Capital||$135||09-15-2015|
|Michael Pettey, Reagan Pettey||LPL Financial||NFP Advisor Services Group||$420||09-15-2015|
|Brandi Holmes||LPL Financial||Fidelity||$274||08-31-2015|
|Andrew Gonski||LPL Financial||Ameriprise Financial||$100||09-19-2013|
|Level Four Group||LPL Financial||Lincoln Financial||$1,000||11-13-2012|
|Erin Botsford||LPL Financial||DeWaay Financial Network||$560||05-11-2012|
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.