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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Mark C ZacekLincoln InvestmentInfinex Investments, Inc.$5007-22-2020
Gina Maria CarranoPeople's Securities, Inc.Infinex Investments, Inc.04-06-2020
Rachel DionnePeople's Securities, Inc.Infinex Investments, Inc.04-03-2020
Tina Marie LeonePeople's Securities, Inc.Infinex Investments, Inc.04-03-2020
Michael Jozef OrszulakRaymond James Financial Services, Inc.Infinex Investments, Inc.03-20-2020
Nathaniel Greenman DanforthKey Investment Services LLCInfinex Investments, Inc.02-19-2020
James Patrick FlynnLPL Financial LLCInfinex Investments, Inc.02-14-2020
Joshua Alan MozeleskiPeople's Securities, Inc.Infinex Investments, Inc.12-26-2019
Jawad KhokharEquitable Advisors, LLCInfinex Investments, Inc.12-24-2019
Sheri Ann DelisleMML Investors Services, LLCInfinex Investments, Inc.12-06-2019
Jarrod Liebel Raymond James Financial Services, Inc.Infinex Investments, Inc.10-02-2019
Jarrod Michael LiebelRaymond James Financial Services Advisors, IncInfinex Investments, Inc.$15010-01-2019
Jon Kelly HendersonLPL Financial LLCInfinex Investments, Inc.$10004-24-2019
John Vernon LyonsLPL Financial LLCInfinex Investments, Inc.$15002-26-2019
Jacquelyn Ann Sherman-HerneLPL Financial LLCInfinex Investments, Inc.11-15-2018
Peter Joseph KaslauskasLPL Financial LLCInfinex Investments, Inc.11-13-2018
Wilfred James Smyly IIIRaymond James Financial Services, Inc.Infinex Investments, Inc.$5009-27-2018
Timothy Paul GolandLPL Financial LLCInfinex Investments, Inc.08-21-2018
Thomas David McKeonCommonwealth Financial NetworkInfinex Investments, Inc.03-05-2018
Michael TartariniSagePoint Financial, Inc.Infinex Investments, Inc.$15002-28-2018
Paul Philip MelansonLincoln Financial Advisors CorporationInfinex Investments, Inc.$5012-18-2017
Thomas Michael BurkeLincoln Financial Advisors CorporationInfinex Investments, Inc.$5012-18-2017
Anthony Spadea JrLPL Financial LLCInfinex Investments, Inc.10-02-2017
David Billings Reynolds JrTIAA-CREF Individual & Institutional Services, LLCInfinex Investments, Inc.05-18-2016
Bart James PartingtonLPL Financial LLCInfinex Investments, Inc.12-05-2014
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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.