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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Shawna Denise BonnerVoya Financial Advisors, Inc.LPL Financial LLC01-02-2009
Allan Harrison ClarkLincoln InvestmentLPL Financial LLC01-02-2009
Nicholas Peter BednarczykRaymond James Financial Services, Inc.LPL Financial LLC$5001-07-2009
Valerie RosalyUBS Financial Services Inc.LPL Financial LLC$2501-07-2009
Philip Joseph Christiano1st Global Capital Corp.LPL Financial LLC01-08-2009
Kenneth Raymond KirkebyThornhill Securities, Inc.LPL Financial LLC01-09-2009
Michael David LauerNationwide Securities, LLCLPL Financial LLC01-13-2009
Richard Clarence Deyoung Jr.Banc of America Investment Services, Inc.LPL Financial LLC$2501-15-2009
Tony ChangWamu Investments, Inc.LPL Financial LLC01-20-2009
William Joseph StreffValiant Wealth, LLCLPL Financial LLC01-20-2009
Alisha Michele RodenkirchLPL Financial LLCLPL Financial LLC01-21-2009
Michael Phillip DunhamAccess Investments, Inc.LPL Financial LLC$5001-23-2009
Teresa Skipper BechardColonial Brokerage, Inc.LPL Financial LLC01-26-2009
Scott Carlisle ChampionChampion Financial & Tax Services, LLCLPL Financial LLC02-02-2009
Nisha K. DoshiSignator Investors, Inc.LPL Financial LLC02-06-2009
Brian Forrest StokesIndependent Financial Group, LLCLPL Financial LLC$5002-10-2009
Matthew Arthur De HerasPruco Securities, LLC.LPL Financial LLC02-17-2009
Matthew Jerome BrownAvantax Investment Services, Inc.LPL Financial LLC$2502-18-2009
Bruce Leroy BeamanU.S. Bancorp Investments, Inc.LPL Financial LLC02-19-2009
Gilbert Benjamin AcedoU.S. Bancorp Investments, Inc.LPL Financial LLC02-19-2009
Jyoti NarsaiU.S. Bancorp Investments, Inc.LPL Financial LLC02-19-2009
Angela Y. NganU.S. Bancorp Investments, Inc.LPL Financial LLC02-19-2009
Richard L. BakerThe O.N. Equity Sales CompanyLPL Financial LLC02-19-2009
Timothy Edward ZimcoskyKalos Capital, Inc.LPL Financial LLC$5002-23-2009
Ronnie S BlaufarbMetLife Securities Inc.LPL Financial LLC02-26-2009
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Showing 1 to 25 of 5,608 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.