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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Scott Douglas WilliamsAdvisory Services NetworkLPL Financial LLC08-29-2018
Bradley David ChurchAdvisory Services NetworkLPL Financial LLC03-14-2016
George Herve Blais IIIAmerican Portfolios Financial Services, Inc.LPL Financial LLC$1012-06-2013
Hampton B. BourneAmeriprise Financial Services, LLCLPL Financial LLC$10003-31-2020
Steven Gene SacoraAmeriprise Financial Services, LLCLPL Financial LLC10-30-2013
Robert Monroe Harrison Sr.Ameriprise Financial Services, LLCLPL Financial LLC$1009-17-2013
Jeff L. KnoxBB&T Investment Services, Inc.LPL Financial LLC05-04-2015
Krista T. BowenBB&T Securities, LLCLPL Financial LLC08-14-2018
Joseph Richard MooreCambridge Investment Research, Inc.LPL Financial LLC$1004-04-2019
Megan Brianne BynumCambridge Investment Research, Inc.LPL Financial LLC01-02-2018
Robert Lee WattsCambridge Investment Research, Inc.LPL Financial LLC$2510-16-2017
Michael Coy LawsonCambridge Investment Research, Inc.LPL Financial LLC$1409-25-2017
Michael Bryant BishopCambridge Investment Research, Inc.LPL Financial LLC06-02-2017
Virginia Ann PackCambridge Investment Research, Inc.LPL Financial LLC03-16-2017
Bryan Edward NormanCambridge Investment Research, Inc.LPL Financial LLC02-12-2016
Christopher Earland O'DellCambridge Investment Research, Inc.LPL Financial LLC11-09-2015
Michael Wesley BrownCambridge Investment Research, Inc.LPL Financial LLC$5005-04-2015
Gena Faye WolbrechtCetera Investment Services LLCLPL Financial LLC01-13-2020
Bobby Jacob TallentCharles Schwab & Co., Inc.LPL Financial LLC08-09-2012
Melissa Ann SkovdalCommonwealth Financial NetworkLPL Financial LLC10-15-2015
Dudley Harold OteyCWM, LLCLPL Financial LLC$15009-27-2017
William Ray Bevins Jr.Cypress Capital, LLCLPL Financial LLC09-27-2019
Benjamin Alvis Gentry IIEdward JonesLPL Financial LLC$1205-01-2017
Vanessa Leann CordellEdward JonesLPL Financial LLC$2508-25-2014
Grant Richard EllisFieldstone Financial Partners, LLCLPL Financial LLC05-13-2016
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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.