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
William Joseph CangemeCUNA Brokerage Services, Inc.LPL Financial LLC06-17-2019
James Henry BoothInternational Assets Advisory, LLCLPL Financial LLC06-14-2019
Melissa RoqueCitigroup Global Markets Inc.LPL Financial LLC06-03-2019
Roy Franklin StringfellowIFP Securities, LLCLPL Financial LLC05-23-2019
Jane Frances BaisdenIFP Securities, LLCLPL Financial LLC05-22-2019
Ian Francis SmithIFP Securities, LLCLPL Financial LLC05-22-2019
Michael Francis ConnollyIFP Securities, LLCLPL Financial LLC05-22-2019
Michelle Denise HairLPL Financial LLCLPL Financial LLC05-01-2019
Henry W BinsbacharMerrill Lynch, Pierce, Fenner & Smith IncorporatedLPL Financial LLC03-19-2019
Joshua Taylor CusickMorgan StanleyLPL Financial LLC03-15-2019
Christopher Marlyn ReedCetera Advisors LLCLPL Financial LLC02-19-2019
Gina Lee MartinezFSC Securities CorporationLPL Financial LLC01-30-2019
Shelley Deean Giard MendezCambridge Investment Research, Inc.LPL Financial LLC01-30-2019
Alexander ArangoCetera Investment Services LLCLPL Financial LLC01-14-2019
Chad Andrew BunnellPrincipal Securities, Inc.LPL Financial LLC12-03-2018
John Leovigildo WilkieVectorGlobal WMGLPL Financial LLC09-25-2018
Jeffery Lawrence VasiloffJ.W. Cole Financial, Inc.LPL Financial LLC09-24-2018
Edmund Dean WilsonCambridge Investment Research, Inc.LPL Financial LLC09-18-2018
Conrad Martin BanspachCambridge Investment Research, Inc.LPL Financial LLC09-18-2018
Justin Christopher DolanJ.W. Cole Financial, Inc.LPL Financial LLC08-27-2018
Robert David BasileBasile Financial Group, Inc.LPL Financial LLC08-14-2018
Don Wesley SalterJ.W. Cole Financial, Inc.LPL Financial LLC06-29-2018
Ronald Patrick CameronInternational Assets Advisory, LLCLPL Financial LLC$704-08-2019
Danny T. PeacockIFP Securities, LLCLPL Financial LLC$1005-23-2019
Michael Corey CarlsonIFP Securities, LLCLPL Financial LLC$2505-22-2019
Next Page »

Showing 1 to 25 of 43 entries

Page 1 | 2

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.