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
Kyle James LuskPruco Securities, LLC.Fidelity Brokerage Services LLC02-11-2020
Robert Kidd IIIWells Fargo Clearing Services, LLCFidelity Brokerage Services LLC09-24-2019
Robert Scott WilsonTD Ameritrade Investment Management, LLCFidelity Brokerage Services LLC09-05-2019
Gordon Michael McCayWells Fargo Advisors Financial Network, LLCFidelity Brokerage Services LLC10-25-2017
Travis Philip LectureTIAA-CREF Individual & Institutional Services, LLCFidelity Brokerage Services LLC08-16-2017
Steven Dale AndersonWells Fargo Clearing Services, LLCFidelity Brokerage Services LLC09-26-2016
Samuel David WintonWells Fargo Clearing Services, LLCFidelity Brokerage Services LLC06-28-2016
Matthew Barton HowardVALIC Financial Advisors, Inc.Fidelity Brokerage Services LLC06-27-2016
John Brandon LawrenceScottrade, Inc.Fidelity Brokerage Services LLC01-04-2016
Garrett Steven RailsbackScottrade, Inc.Fidelity Brokerage Services LLC11-20-2015
Christopher Brickson HughesFidelity Brokerage Services LLCFidelity Brokerage Services LLC11-19-2015
Kristopher L. ByrdMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC11-02-2015
William Noel ChitwoodCapFinancial Securities, LLC.Fidelity Brokerage Services LLC09-16-2015
Michael Gabriel MasonMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC08-31-2015
Hunter Carson MotteVoya Financial Advisors, Inc.Fidelity Brokerage Services LLC08-19-2015
Christopher Joseph GureLPL Financial LLCFidelity Brokerage Services LLC08-11-2015
Charles Louis CoxMorgan StanleyFidelity Brokerage Services LLC07-10-2015
Brian Charles ElefanteLPL Financial LLCFidelity Brokerage Services LLC01-05-2015
Odot Namdidie IkonFidelity Brokerage Services LLCFidelity Brokerage Services LLC12-04-2014
Jason Robert GillespieMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC10-20-2014
Keith Randall BlumenstockPNC InvestmentsFidelity Brokerage Services LLC09-29-2014
Gregory M. LyonLPL Financial LLCFidelity Brokerage Services LLC09-10-2014
Mickey Murdock MortonWells Fargo Clearing Services, LLCFidelity Brokerage Services LLC04-01-2014
James Harry RosensteelWells Fargo Clearing Services, LLCFidelity Brokerage Services LLC02-12-2014
Craig Dennis JohnsonLPL Financial LLCFidelity Brokerage Services LLC06-18-2010
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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.