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
Paul Louis MartinoNYLIFE Securities LLCLincoln Financial Advisors Corporation03-19-2009
Donald Richard Hehir Jr.Commonwealth Financial NetworkLincoln Financial Advisors Corporation$15005-10-2010
Louis Anthony Della ValleLPL Financial LLCLincoln Financial Advisors Corporation$50005-31-2011
Barry Nathan KoslowAdvisory Group Equity Services Ltd.Lincoln Financial Advisors Corporation$10006-20-2011
Lynda Marie DigiacomoINVEST Financial CorporationLincoln Financial Advisors Corporation$50002-16-2012
James Alan StanziolaCommonwealth Financial NetworkLincoln Financial Advisors Corporation$50005-11-2012
Arthur P Scolari Jr.MML Investors Services, LLCLincoln Financial Advisors Corporation09-18-2012
Jon Torrey BicknellInvestors Capital Corp.Lincoln Financial Advisors Corporation$50010-29-2013
Christopher James HansonGreat Oak Capital Partners, LLCLincoln Financial Advisors Corporation10-05-2015
Mary Ellen HallCetera Financial Specialists LLCLincoln Financial Advisors Corporation$10008-30-2016
Paul Anton SaganeyLPL Financial LLCLincoln Financial Advisors Corporation09-14-2016
William Daniel HacklerLPL Financial LLCLincoln Financial Advisors Corporation$50009-22-2016
William Ralph HacklerLPL Financial LLCLincoln Financial Advisors Corporation09-22-2016
John Orion Florence Jr.LPL Financial LLCLincoln Financial Advisors Corporation$10009-23-2016
Kevin Patrick O'SullivanCommonwealth Financial NetworkLincoln Financial Advisors Corporation$50009-23-2016
Mark Anthony OsullivanCommonwealth Financial NetworkLincoln Financial Advisors Corporation09-23-2016
Marcus Allan PapajohnCommonwealth Financial NetworkLincoln Financial Advisors Corporation09-23-2016
William Joseph BeaudoinLPL Financial LLCLincoln Financial Advisors Corporation09-27-2016
David KlineLPL Financial LLCLincoln Financial Advisors Corporation09-29-2016
Michael Paul DionneLPL Financial LLCLincoln Financial Advisors Corporation$50009-30-2016
Stephen ParkerLPL Financial LLCLincoln Financial Advisors Corporation09-30-2016
Ann Lamontagne SwartzLPL Financial LLCLincoln Financial Advisors Corporation09-30-2016
R. Jason HorwitzLPL Financial LLCLincoln Financial Advisors Corporation09-30-2016
Nelson Nascimento SantosLPL Financial LLCLincoln Financial Advisors Corporation$36010-03-2016
Gulsanga JalawanLPL Financial LLCLincoln Financial Advisors Corporation$50010-03-2016
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Showing 1 to 25 of 102 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.