Advisers on the Move TEST

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael Paul CostelloPackerland Brokerage Services, Inc.Avantax Investment Services, Inc.05-01-2020
Steven Paul BoatnerInfinex Investments, Inc.Cetera Investment Services LLC$15005-01-2020
Michelle A. Monson KlisanichRaymond James Financial Services, Inc.Thrivent Investment Management Inc.05-01-2020
Miriam Michelle CavanaughRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$1,00005-01-2020
Bobby Neil FosterRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$10005-01-2020
Olivia Rose SebastianRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$10005-01-2020
Brian Edward KnapkeLPL Financial LLCCoastal Equities, Inc.05-01-2020
Kenneth George GibsonLion Street Financial, LLCM Holdings Securities, Inc.05-01-2020
Jennifer Corbit CalabroAmeriprise Financial Services, LLCCetera Investment Advisers LLC$2505-01-2020
James Uriel MarreroAmerican Portfolios Financial Services, Inc.BCG Securities, Inc.$2505-01-2020
Susan Marta StilesLaSalle St Securities, L.L.C.Cambridge Investment Research, Inc.$15005-01-2020
Zachariah Buchanan DavisCetera Financial Specialists LLCWells Fargo Clearing Services, LLC05-01-2020
Adam M. PhillipichCambridge Investment Research, Inc.AXA Advisors, LLC05-01-2020
Janet Sarah GrimmA.G.P / Alliance Global PartnersLPL Financial LLC$1005-01-2020
Charles Isaacs, David PallerRaymond James & Associates, Inc.UBS Financial Services Inc. $36004-30-2020
Jack ConnealyLPL Financial LLC Securities America, Inc.$3,00004-30-2020
Jack Joseph BoyleThe Huntington Investment CompanyPNC Capital Advisors LLC04-30-2020
Shelley Renee ConeybeerThe Huntington Investment CompanyMerrill Lynch, Pierce, Fenner & Smith Incorporated04-30-2020
David Marcus BrookingsWoodbury Financial Services, Inc.Symphonic Financial Advisors LLC04-30-2020
Susan McLeanAmeriprise Financial Services, LLCAmeriprise Financial Services, LLC04-30-2020
Kenneth Neil NicklasLPL Financial LLCSecurities America Advisors, Inc.$15004-30-2020
Jerry Wayne ChristianLPL Financial LLCSecurities America Advisors, Inc.$10004-30-2020
John Francis ConnealyLPL Financial LLCSecurities America Advisors, Inc.$10004-30-2020
James Randy SnodgrassLPL Financial LLCSecurities America Advisors, Inc.04-30-2020
Daniel Ewen O'LearyLPL Financial LLCSecurities America Advisors, Inc.$5004-30-2020
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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.