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
Aaron Joseph LampertLPL Financial LLCJ.P. Morgan Securities LLC08-04-2015
Aiko Mitchell M. NilloLPL Financial LLCJ.P. Morgan Securities LLC07-02-2019
Aldo Antonio JimenezLPL Financial LLCJ.P. Morgan Securities LLC12-14-2015
Alejandro HerreraLPL Financial LLCJ.P. Morgan Securities LLC05-01-2017
Alix J CharlemagneLPL Financial LLCJ.P. Morgan Securities LLC02-04-2014
Alvaro Steven PaizLPL Financial LLCJ.P. Morgan Securities LLC04-18-2019
Amber C AllenLPL Financial LLCJ.P. Morgan Securities LLC04-22-2016
Andrew David LowensteinLPL Financial LLCJ.P. Morgan Securities LLC11-30-2012
Andrew Douglas JohnsonLPL Financial LLCJ.P. Morgan Securities LLC11-21-2016
Andrew Robert HallLPL Financial LLCJ.P. Morgan Securities LLC11-10-2014
Anil SinghLPL Financial LLCJ.P. Morgan Securities LLC05-02-2016
Anna Mee Ok SommerfeldLPL Financial LLCJ.P. Morgan Securities LLC01-30-2015
Augustine Nnamdi EzechiLPL Financial LLCJ.P. Morgan Securities LLC07-31-2017
Azaad Armaan MohamedLPL Financial LLCJ.P. Morgan Securities LLC$5008-19-2015
Barry Alan KrumwiedeLPL Financial LLCJ.P. Morgan Securities LLC11-05-2019
Benjamin James JonesLPL Financial LLCJ.P. Morgan Securities LLC03-01-2013
Bernell D. BakerLPL Financial LLCJ.P. Morgan Securities LLC11-12-2012
Berrinal CheryLPL Financial LLCJ.P. Morgan Securities LLC05-22-2015
Brad Jon BrinkmeierLPL Financial LLCJ.P. Morgan Securities LLC12-22-2014
Bradley Shane DavisLPL Financial LLCJ.P. Morgan Securities LLC04-11-2014
Brandon Blaine MichaelsenLPL Financial LLCJ.P. Morgan Securities LLC$1005-02-2016
Brandon VetterLPL Financial LLCJ.P. Morgan Securities LLC02-11-2020
Brant Erich VogelLPL Financial LLCJ.P. Morgan Securities LLC$15008-16-2013
Braylen Michael ScottLPL Financial LLCJ.P. Morgan Securities LLC08-21-2018
Brent A. WilliamsLPL Financial LLCJ.P. Morgan Securities LLC10-02-2017
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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.