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
Michael Thomas MeehanLPL Financial LLCLincoln Financial Advisors Corporation$2505-20-2020
Glenn William GallowayLPL Financial LLCLincoln Financial Advisors Corporation05-13-2020
Krystian Leonard CiepluchaLPL Financial LLCLincoln Financial Advisors Corporation03-18-2020
Rebecca W. GumleyLPL Financial LLCLincoln Financial Advisors Corporation02-19-2020
Christopher Charles PerryLPL Financial LLCLincoln Financial Advisors Corporation02-06-2020
Daniel Leroy WhittenburgLPL Financial LLCLincoln Financial Advisors Corporation$15012-03-2019
Austyn Daniel WhittenburgLPL Financial LLCLincoln Financial Advisors Corporation12-03-2019
William Edward SpinnerLPL Financial LLCLincoln Financial Advisors Corporation$5009-16-2019
Frank StuartLPL Financial LLCLincoln Financial Advisors Corporation$5009-16-2019
Richard Joseph CooneyLPL Financial LLCLincoln Financial Advisors Corporation$5005-20-2019
Jeffrey Scott MortensonLPL Financial LLCLincoln Financial Advisors Corporation$2505-14-2019
James Edward MohrLPL Financial LLCLincoln Financial Advisors Corporation$10005-10-2019
Gregory Byron PowellLPL Financial LLCLincoln Financial Advisors Corporation11-19-2018
Michelle Lynn WoodLPL Financial LLCLincoln Financial Advisors Corporation$5011-02-2018
Marshall Charles Barclay Jr.LPL Financial LLCLincoln Financial Advisors Corporation$2510-26-2018
Richard Edward AustinLPL Financial LLCLincoln Financial Advisors Corporation$5005-03-2018
Michael Shawn RankinLPL Financial LLCLincoln Financial Advisors Corporation08-09-2017
Thomas Richard Sawyer IILPL Financial LLCLincoln Financial Advisors Corporation06-27-2017
Mary Anne BentleyLPL Financial LLCLincoln Financial Advisors Corporation05-23-2017
Shannon Michael HeapLPL Financial LLCLincoln Financial Advisors Corporation05-10-2017
Brian J. LasalleLPL Financial LLCLincoln Financial Advisors Corporation03-09-2017
Howard Mark WeintraubLPL Financial LLCLincoln Financial Advisors Corporation02-27-2017
Dierdre Vallier CollinsLPL Financial LLCLincoln Financial Advisors Corporation02-17-2017
Maria CoclinLPL Financial LLCLincoln Financial Advisors Corporation02-14-2017
Frank Robert DelucaLPL Financial LLCLincoln Financial Advisors Corporation01-20-2017
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Showing 1 to 25 of 184 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.