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.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Martin Robert Durbin1st Global Capital Corp.LPL Financial LLC06-03-2015
Harold Joseph Beshaw1st Global Capital Corp.LPL Financial LLC08-13-2012
Karen Elizabeth Soroka4th River Financial Group, Inc.LPL Financial LLC09-16-2009
Roger Wesley JohnsonACT AdvisorsLPL Financial LLC11-19-2014
Dwight D. PetersonAdvantage Wealth AdvisorsLPL Financial LLC11-28-2017
Kevin VidrineAdvisor.InvestmentsLPL Financial LLC04-12-2016
Dee Douglas BecquetAhrens Investment Partners, LLCLPL Financial LLC08-20-2015
Christopher S. St GermainAhrens Investment Partners, LLCLPL Financial LLC08-18-2015
Ronald Paul LegeAhrens Investment Partners, LLCLPL Financial LLC08-18-2015
Edward Scott SheaAhrens Investment Partners, LLCLPL Financial LLC08-18-2015
Michael Scott AkinsAkins Financial, LLCLPL Financial LLC08-09-2016
Jonathan BostwickAllstate Financial Services, LLCLPL Financial LLC07-23-2019
Alan Judson Carpenter Jr.Allstate Financial Services, LLCLPL Financial LLC$15006-27-2019
Jonathan Jed MeyersAllstate Financial Services, LLCLPL Financial LLC05-30-2019
Jason Howell PoffAllstate Financial Services, LLCLPL Financial LLC06-15-2018
Michael Alexander HansonAllstate Financial Services, LLCLPL Financial LLC04-18-2017
Anthony James DegerolamoAllstate Financial Services, LLCLPL Financial LLC01-10-2017
Gerard Michael HowardAllstate Financial Services, LLCLPL Financial LLC01-28-2016
Carlo T. DuranAllstate Financial Services, LLCLPL Financial LLC07-20-2015
Samir Alip BaakliniAllstate Financial Services, LLCLPL Financial LLC01-13-2015
Eric Adam BeitchmanAllstate Financial Services, LLCLPL Financial LLC10-08-2014
Mark Rudolph MaloufAllstate Financial Services, LLCLPL Financial LLC$5006-10-2013
Richard F. TurfeAllstate Financial Services, LLCLPL Financial LLC10-03-2012
Abbas A. RawootAllstate Financial Services, LLCLPL Financial LLC03-26-2012
Robert Alan Fanell Sr.Allstate Financial Services, LLCLPL Financial LLC01-04-2012
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Showing 1 to 25 of 2,376 entries

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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.


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