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
Andre Delahn WalkerSecurities America, Inc.LPL Financial LLC$10009-01-2009
Elinor Kit Man HoSecurities America, Inc.LPL Financial LLC$50004-15-2011
Rebekah Anne QuinlanSecurities America, Inc.LPL Financial LLC$10005-10-2011
Robert Shelby Harlin Jr.Securities America, Inc.LPL Financial LLC06-22-2011
Bobby WhiteSecurities America, Inc.LPL Financial LLC08-10-2011
Donald PatrickSecurities America, Inc.LPL Financial LLC08-10-2011
Derrick Lee DohmenSecurities America, Inc.LPL Financial LLC$50009-01-2011
Anton BayerSecurities America, Inc.LPL Financial LLC$11511-28-2011
William James Weglein Jr.Securities America, Inc.LPL Financial LLC$10009-04-2012
Michael Elbert MullisSecurities America, Inc.LPL Financial LLC$10011-15-2012
Sergio VillaSecurities America, Inc.LPL Financial LLC01-15-2013
Richard Raymond RogersSecurities America, Inc.LPL Financial LLC$10001-22-2013
Charles Jeffrey GlennSecurities America, Inc.LPL Financial LLC03-27-2013
Tracie Lynn BaizSecurities America, Inc.LPL Financial LLC$10005-21-2013
Robert Michael Love Jr.Securities America, Inc.LPL Financial LLC$25006-03-2013
Craig C. BallSecurities America, Inc.LPL Financial LLC$50006-03-2013
Martin Jackson TadmanSecurities America, Inc.LPL Financial LLC$10009-20-2013
Leon ClaytonSecurities America, Inc.LPL Financial LLC$10010-31-2013
Jc Christopher ParkerSecurities America, Inc.LPL Financial LLC$50011-01-2013
Corey Bryan MyersSecurities America, Inc.LPL Financial LLC11-01-2013
Timothy Charles FastSecurities America, Inc.LPL Financial LLC$50012-01-2013
Liliane N. O'BrienSecurities America, Inc.LPL Financial LLC$20012-09-2013
Daniel B ChancellorSecurities America, Inc.LPL Financial LLC$10012-20-2013
Gary Steven DemeeSecurities America, Inc.LPL Financial LLC$15012-23-2013
Ryan Daniel McDermottSecurities America, Inc.LPL Financial LLC$10002-18-2014
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Showing 1 to 25 of 152 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.