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
Kahlil AdamesLPL Financial LLCCadaret, Grant & Co., Inc.02-10-2020
Donald Jerry Paroda Jr.LPL Financial LLCCadaret, Grant & Co., Inc.$1001-13-2020
Daniel Allen Ciolek Jr.LPL Financial LLCCadaret, Grant & Co., Inc.$5012-03-2019
Kevin Joseph O'MalleyLPL Financial LLCCadaret, Grant & Co., Inc.$10011-04-2019
Robert John BarnesLPL Financial LLCCadaret, Grant & Co., Inc.10-01-2019
Thomas James Varga Jr.LPL Financial LLCCadaret, Grant & Co., Inc.$5009-26-2019
Christopher Thomas VargaLPL Financial LLCCadaret, Grant & Co., Inc.09-26-2019
Marcin UrbanowiczLPL Financial LLCCadaret, Grant & Co., Inc.$5008-13-2019
Jeffrey William MyersLPL Financial LLCCadaret, Grant & Co., Inc.$2507-30-2019
Matthew Christopher BoyleLPL Financial LLCCadaret, Grant & Co., Inc.07-10-2019
Edward LoturcoLPL Financial LLCCadaret, Grant & Co., Inc.05-31-2019
Louis Anthony AddessoLPL Financial LLCCadaret, Grant & Co., Inc.$5005-31-2019
Frank Joseph FattizziLPL Financial LLCCadaret, Grant & Co., Inc.$2505-31-2019
Benjamin Edward LoturcoLPL Financial LLCCadaret, Grant & Co., Inc.05-31-2019
Michael Joseph HennessyLPL Financial LLCCadaret, Grant & Co., Inc.$5003-29-2019
Schuyler B DombroskeLPL Financial LLCCadaret, Grant & Co., Inc.03-29-2019
Daryl James ChesebroLPL Financial LLCCadaret, Grant & Co., Inc.03-29-2019
Graham William NelsonLPL Financial LLCCadaret, Grant & Co., Inc.03-29-2019
Peter A FranzLPL Financial LLCCadaret, Grant & Co., Inc.03-29-2019
Allison Anne MajorLPL Financial LLCCadaret, Grant & Co., Inc.$2503-29-2019
Edward Henry Tissiere IIILPL Financial LLCCadaret, Grant & Co., Inc.$5002-28-2019
Erick B BondLPL Financial LLCCadaret, Grant & Co., Inc.12-07-2018
Bryant Charles NorthLPL Financial LLCCadaret, Grant & Co., Inc.11-30-2018
Gabriel Yehoshua FisherLPL Financial LLCCadaret, Grant & Co., Inc.$5010-17-2018
Morris MayerfeldLPL Financial LLCCadaret, Grant & Co., Inc.$10010-17-2018
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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.