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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Doreen Jane HallerCommonwealth Financial NetworkLincoln Financial Advisors Corporation$5010-31-2019
John Kevin Best Jr.Commonwealth Financial NetworkLincoln Financial Advisors Corporation$5010-31-2019
George Thomas Watson IIICommonwealth Financial NetworkLincoln Financial Advisors Corporation08-31-2017
Joseph Louis FecioCommonwealth Financial NetworkLincoln Financial Advisors Corporation$5003-01-2017
David Russell BurgioCommonwealth Financial NetworkLincoln Financial Advisors Corporation$10002-24-2017
John Francis CroninCommonwealth Financial NetworkLincoln Financial Advisors Corporation11-02-2016
Mark Anthony OsullivanCommonwealth Financial NetworkLincoln Financial Advisors Corporation09-23-2016
Marcus Allan PapajohnCommonwealth Financial NetworkLincoln Financial Advisors Corporation09-23-2016
Kevin Patrick O'SullivanCommonwealth Financial NetworkLincoln Financial Advisors Corporation$5009-23-2016
Todd James LindleyCommonwealth Financial NetworkLincoln Financial Advisors Corporation$5005-31-2016
Linda Merz AllisonCommonwealth Financial NetworkLincoln Financial Advisors Corporation$2510-01-2015
Derrell Glenn CrimmCommonwealth Financial NetworkLincoln Financial Advisors Corporation$1010-01-2015
Douglas Elliott KerrCommonwealth Financial NetworkLincoln Financial Advisors Corporation02-14-2014
Edward Nichol BothfeldCommonwealth Financial NetworkLincoln Financial Advisors Corporation04-29-2013
Ray Darby Evans Jr.Commonwealth Financial NetworkLincoln Financial Advisors Corporation$10005-11-2012
James Alan StanziolaCommonwealth Financial NetworkLincoln Financial Advisors Corporation$5005-11-2012
Timothy Blaine DiSetteCommonwealth Financial NetworkLincoln Financial Advisors Corporation$5005-11-2012
David Gregory PacerCommonwealth Financial NetworkLincoln Financial Advisors Corporation$1005-11-2012
Barry M ShapiroCommonwealth Financial NetworkLincoln Financial Advisors Corporation$2501-21-2011
Donald Richard Hehir Jr.Commonwealth Financial NetworkLincoln Financial Advisors Corporation05-10-2010
Douglas Richard SnowCommonwealth Financial NetworkLincoln Financial Advisors Corporation05-10-2010

Showing 1 to 21 of 21 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.