Advisers on the Move

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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael Robert MolitorisLPL Financial LLCAmeriprise Financial Services, Inc.$1002-11-2010
Ryan Edward FlynnLPL Financial LLCAmeriprise Financial Services, Inc.$5001-29-2010
Steven Lane WegnerLPL Financial LLCAmeriprise Financial Services, Inc.01-04-2010
Michael Karl PankaskieLPL Financial LLCAmeriprise Financial Services, Inc.12-16-2009
Mark Steven BordeloveLPL Financial LLCAmeriprise Financial Services, Inc.12-11-2009
Lisa J. GerardiLPL Financial LLCAmeriprise Financial Services, Inc.$2511-20-2009
Dolf William Dunn IIILPL Financial LLCAmeriprise Financial Services, Inc.11-20-2009
Ian Swords MayvilleLPL Financial LLCAmeriprise Financial Services, Inc.11-13-2009
Bryan Scott FosterLPL Financial LLCAmeriprise Financial Services, Inc.10-09-2009
Patrick Austin McNamaraLPL Financial LLCAmeriprise Financial Services, Inc.09-03-2009
Christopher Michael ToscanoLPL Financial LLCAmeriprise Financial Services, Inc.08-24-2009
Walter Raymond Hays Jr.LPL Financial LLCAmeriprise Financial Services, Inc.07-31-2009
Michael George BreardLPL Financial LLCAmeriprise Financial Services, Inc.07-31-2009
Jeffrey Daniel MearesLPL Financial LLCAmeriprise Financial Services, Inc.07-31-2009
Patrick Joseph KellyLPL Financial LLCAmeriprise Financial Services, Inc.$1007-17-2009
John Stephen PatsyLPL Financial LLCAmeriprise Financial Services, Inc.07-13-2009
James Edward Wolf Jr.LPL Financial LLCAmeriprise Financial Services, Inc.$2507-08-2009
David Kelly GillespieLPL Financial LLCAmeriprise Financial Services, Inc.06-12-2009
Jeffrey Davin PayneLPL Financial LLCAmeriprise Financial Services, Inc.05-22-2009
Erik Curtis SorensonLPL Financial LLCAmeriprise Financial Services, Inc.05-22-2009
Sarin Anoush BarsoumianLPL Financial LLCAmeriprise Financial Services, Inc.04-30-2009
Lauren Fairley NassauLPL Financial LLCAmeriprise Financial Services, Inc.$1004-21-2009
Brandon Bas CurtisLPL Financial LLCAmeriprise Financial Services, Inc.04-17-2009
Zachary Farley LongleyLPL Financial LLCAmeriprise Financial Services, Inc.02-20-2009
Ryan Alex LindsayLPL Financial LLCAmeriprise Financial Services, Inc.02-06-2009
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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.

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