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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Thomas Edward Shupe Jr.LPL Financial LLCAXA Advisors, LLC03-20-2020
David G WillLPL Financial LLCAXA Advisors, LLC01-30-2020
Abel MolinaLPL Financial LLCAXA Advisors, LLC10-09-2019
Juan Carlos SuarezLPL Financial LLCAXA Advisors, LLC10-01-2019
Robert Gerard BlenkleLPL Financial LLCAXA Advisors, LLC09-27-2019
Francis Thomas Masi Sr.LPL Financial LLCAXA Advisors, LLC09-23-2019
Craig Alexander McDonald Jr.LPL Financial LLCAXA Advisors, LLC09-16-2019
Dylan Chase McdowellLPL Financial LLCAXA Advisors, LLC07-11-2019
Michael CampagnaLPL Financial LLCAXA Advisors, LLC07-05-2019
Jason M. JonesLPL Financial LLCAXA Advisors, LLC06-03-2019
Herbert Green Straughter Jr.LPL Financial LLCAXA Advisors, LLC05-23-2019
Jakob Ryan SweeneyLPL Financial LLCAXA Advisors, LLC05-16-2019
Jody Michael JamesLPL Financial LLCAXA Advisors, LLC$15005-07-2019
Robert Nelson DonofrioLPL Financial LLCAXA Advisors, LLC$104-26-2019
Dewayne Keith RobertsLPL Financial LLCAXA Advisors, LLC01-16-2019
Richard R. KulbackiLPL Financial LLCAXA Advisors, LLC01-03-2019
Jesse David UttendorferLPL Financial LLCAXA Advisors, LLC11-01-2018
Conard Brent TerrellLPL Financial LLCAXA Advisors, LLC$10010-09-2018
Dylan KavanaghLPL Financial LLCAXA Advisors, LLC09-19-2018
Lee Harold RycraftLPL Financial LLCAXA Advisors, LLC09-14-2018
James Joseph HlavatyLPL Financial LLCAXA Advisors, LLC08-31-2018
Brett Lewis MooreLPL Financial LLCAXA Advisors, LLC07-16-2018
Domenica Marie FullerLPL Financial LLCAXA Advisors, LLC06-28-2018
Liam Joseph KingLPL Financial LLCAXA Advisors, LLC06-20-2018
Catherine Ann MccarthyLPL Financial LLCAXA Advisors, LLC04-03-2018
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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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.