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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Christopher David PuzioCommonwealth Financial NetworkLPL Financial LLC02-03-2020
Deborah Ann DipietroCommonwealth Financial NetworkLPL Financial LLC01-30-2020
Michael David BaroneCommonwealth Financial NetworkLPL Financial LLC01-07-2020
Michael AlexanderCommonwealth Financial NetworkLPL Financial LLC$5012-02-2019
Geoffrey D McCarthy Jr.Commonwealth Financial NetworkLPL Financial LLC11-15-2019
Christine Ann LaneCommonwealth Financial NetworkLPL Financial LLC09-09-2019
Janice Regina BoothCommonwealth Financial NetworkLPL Financial LLC07-18-2019
Michael John GulishCommonwealth Financial NetworkLPL Financial LLC$5002-27-2019
John Joseph ZaprzalkaCommonwealth Financial NetworkLPL Financial LLC02-27-2019
John Louis WonnebergerCommonwealth Financial NetworkLPL Financial LLC$1,00002-27-2019
Daniel Joseph CainCommonwealth Financial NetworkLPL Financial LLC02-27-2019
Michael E MessinaCommonwealth Financial NetworkLPL Financial LLC02-27-2019
Kenneth Ernest SchmockerCommonwealth Financial NetworkLPL Financial LLC$15002-26-2019
Frederick James HarkinsCommonwealth Financial NetworkLPL Financial LLC$2502-19-2019
Michelle Cortes-HarkinsCommonwealth Financial NetworkLPL Financial LLC$2502-19-2019
Kevin William MurphyCommonwealth Financial NetworkLPL Financial LLC02-19-2019
Ursula Robinson DaleyCommonwealth Financial NetworkLPL Financial LLC$5012-17-2018
Jordan Glenn LewisCommonwealth Financial NetworkLPL Financial LLC12-17-2018
Richard Andrew NagelCommonwealth Financial NetworkLPL Financial LLC$1,00011-30-2018
Teresa Kaye MansellCommonwealth Financial NetworkLPL Financial LLC$2009-24-2018
Andrew Lucas FinniganCommonwealth Financial NetworkLPL Financial LLC$2509-24-2018
Jacinta EarlCommonwealth Financial NetworkLPL Financial LLC09-24-2018
Patrick Sullivan CookCommonwealth Financial NetworkLPL Financial LLC07-12-2018
Gilbert Anthony Gallant Jr.Commonwealth Financial NetworkLPL Financial LLC$5007-06-2018
Brian Edward DohertyCommonwealth Financial NetworkLPL Financial LLC07-06-2018
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Showing 1 to 25 of 164 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.