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
Martin Robert Durbin1st Global Capital Corp.LPL Financial LLC06-03-2015
Theresa Marie Meehan1st Global Capital Corp.LPL Financial LLC09-01-2010
Michael Thomas Meehan1st Global Capital Corp.LPL Financial LLC$2509-01-2010
Matthew Westin GentryAdvisor Resource CouncilLPL Financial LLC08-31-2018
Tara Brooke HoweyAdvisor Resource CouncilLPL Financial LLC08-15-2018
Amy Gail LegateAdvisor Resource CouncilLPL Financial LLC11-08-2016
Jason Howell PoffAllstate Financial Services, LLCLPL Financial LLC06-15-2018
Eric Adam BeitchmanAllstate Financial Services, LLCLPL Financial LLC10-08-2014
Robert Paul MoyesAmegy Investments, Inc.LPL Financial LLC08-05-2014
Matthew John BarhorstAmeriprise Financial Services, LLCLPL Financial LLC06-12-2019
Joshua MooreAmeriprise Financial Services, LLCLPL Financial LLC04-10-2018
Raul Bencomo Jr.Ameriprise Financial Services, LLCLPL Financial LLC$5006-27-2016
Hulon Bradley WhatleyAmeriprise Financial Services, LLCLPL Financial LLC$1011-03-2014
Alicia Margarita RiveraAmeriprise Financial Services, LLCLPL Financial LLC06-30-2014
William Edward LourceyAmeriprise Financial Services, LLCLPL Financial LLC$5001-31-2014
Freddie Lee ShellnutAmeriprise Financial Services, LLCLPL Financial LLC$20001-10-2014
Richard Eric ColeAmeriprise Financial Services, LLCLPL Financial LLC$1011-15-2013
Grant Allen HallAmeriprise Financial Services, LLCLPL Financial LLC$1007-13-2012
Robert S. DoughertyArete AdvisorsLPL Financial LLC01-18-2019
David A. TolsonArete AdvisorsLPL Financial LLC01-16-2019
Adrian Trent PodsednikAvantax Investment Services, Inc.LPL Financial LLC$1,00010-21-2019
Donald A BogueAvantax Investment Services, Inc.LPL Financial LLC08-09-2019
Philip John ClesiAvantax Investment Services, Inc.LPL Financial LLC$1410-25-2018
Crystal Marie CliffordAvantax Investment Services, Inc.LPL Financial LLC01-17-2018
Paul Joseph HaireAvantax Investment Services, Inc.LPL Financial LLC$2712-20-2017
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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.