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
Amy Warren EdwardsSecurities Service Network, LLCLPL Financial LLC$5006-06-2016
Benjamin Alvis Gentry IIEdward JonesLPL Financial LLC$1205-01-2017
Benjamin Critz FisherRaymond James & Associates, Inc.LPL Financial LLC$5001-03-2012
Benjamin Taylor HaneyUBS Financial Services Inc.LPL Financial LLC07-30-2012
Bernice C. PittmanSunTrust Investment Services, Inc.LPL Financial LLC06-02-2010
Bobby Jacob TallentCharles Schwab & Co., Inc.LPL Financial LLC08-09-2012
Bradley David ChurchAdvisory Services NetworkLPL Financial LLC03-14-2016
Bryan Edward NormanCambridge Investment Research, Inc.LPL Financial LLC02-12-2016
Carol Ruth WeilerTriad Advisors LLCLPL Financial LLC$2508-05-2019
Carrie Michelle TurcotteWells Fargo Advisors Financial Network, LLCLPL Financial LLC11-05-2015
Charles Edgar OzmentTriad Advisors LLCLPL Financial LLC$1006-06-2013
Charles Edward Earle Jr.INVEST Financial CorporationLPL Financial LLC10-19-2015
Charles Mathison Tyndal IIIMorgan StanleyLPL Financial LLC02-14-2017
Charles Raymond Hardee IIIndependent Financial PartnersLPL Financial LLC$10010-28-2015
Chip Jason JurgensenRaymond James Financial Services, Inc.LPL Financial LLC12-14-2017
Christopher Earland O'DellCambridge Investment Research, Inc.LPL Financial LLC11-09-2015
Christy Ann CornellRaymond James & Associates, Inc.LPL Financial LLC$2501-30-2014
Clinton Jesse BarfieldRaymond James Financial Services, Inc.LPL Financial LLC06-29-2012
Crystal Leigh WalkerWells Fargo Advisors Financial Network, LLCLPL Financial LLC$1,00008-29-2019
Daniel S. NortonRaymond James Financial Services, Inc.LPL Financial LLC06-29-2012
David Evans MooreMerrill Lynch, Pierce, Fenner & Smith IncorporatedLPL Financial LLC$2508-10-2018
David Juett McDaniel IVRaymond James Financial Services, Inc.LPL Financial LLC05-07-2014
David Philip AntypasSandlapper Wealth Management, LLCLPL Financial LLC02-01-2018
Deborah Lawrence PerryVoya Financial Advisors, Inc.LPL Financial LLC$1002-17-2011
Debra Sue HowardSA Stone Wealth Management Inc.LPL Financial LLC$2508-31-2015
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Showing 1 to 25 of 93 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.