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
Michael Eugene MoffittSilver Oak Securities, IncorporatedLPL Financial LLC$2510-02-2018
Krista Tuell BowenBB&T Securities, LLCLPL Financial LLC08-14-2018
Megan Brianne BynumCambridge Investment Research, Inc.LPL Financial LLC01-02-2018
Chip Jason JurgensenRaymond James Financial Services, Inc.LPL Financial LLC$112-14-2017
Robert Lowell WarrenVALIC Financial Advisors, Inc.LPL Financial LLC12-11-2017
Michael Coy LawsonCambridge Investment Research, Inc.LPL Financial LLC$109-25-2017
Michael Bryant BishopCambridge Investment Research, Inc.LPL Financial LLC$106-02-2017
Benjamin Alvis Gentry IIEdward JonesLPL Financial LLC$105-01-2017
Charles Mathison Tyndal IIIMorgan StanleyLPL Financial LLC02-14-2017
Jeffrey Louis FlowersFTB Advisors, Inc.LPL Financial LLC01-18-2017
Lauren Elizabeth KirklandLincoln Financial Advisors CorporationLPL Financial LLC10-31-2016
Hunt Stephens TaylorVirtue Capital Management, LLCLPL Financial LLC10-24-2016
Amy Warren EdwardsSSN Advisory, Inc.LPL Financial LLC06-06-2016
Grant Richard EllisForum Six FinancialLPL Financial LLC05-13-2016
Kenneth David WrightInfinex Investments, Inc.LPL Financial LLC$5003-01-2016
Michael Jason RipperInternational Assets Investment Management, LLCLPL Financial LLC11-20-2015
Christopher Earland O'DellCambridge Investment Research, Inc.LPL Financial LLC$5011-09-2015
Carrie Michelle TurcotteWells Fargo Advisors Financial Network, LLCLPL Financial LLC11-05-2015
Kent Brooks MonypenyIndependent Financial PartnersLPL Financial LLC11-02-2015
Charles Edward Earle Jr.INVEST Financial CorporationLPL Financial LLC10-19-2015
Stephen Piacentini Jr.FTB Advisors, Inc.LPL Financial LLC08-19-2015
Kimberly Robin WolfeLincoln Financial Advisors CorporationLPL Financial LLC07-14-2015
William Daniel AllenRed Door Wealth Management, LLCLPL Financial LLC07-09-2015
Jennifer Jordan FeldhausRaymond James Financial Services, Inc.LPL Financial LLC$5007-02-2015
Jeff Lee KnoxBB&T INVESTMENT SERVICES, INC.LPL Financial LLC05-04-2015
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Showing 1 to 25 of 58 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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