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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Todd William SivakLPL Financial LLCMML Investors Services, LLC04-17-2020
Jeremy WenzlowLPL Financial LLCMML Investors Services, LLC04-17-2020
Micah R SchroederLPL Financial LLCMML Investors Services, LLC04-17-2020
Paul R DonatoLPL Financial LLCMML Investors Services, LLC04-15-2020
Thomas Mark IbsenLPL Financial LLCMML Investors Services, LLC04-03-2020
Dick White ThompsonLPL Financial LLCMML Investors Services, LLC03-26-2020
Darren Ray KushtoLPL Financial LLCMML Investors Services, LLC03-25-2020
Ronald Patrick Crudo Jr.LPL Financial LLCMML Investors Services, LLC03-23-2020
Geoffrey Charles StegerLPL Financial LLCMML Investors Services, LLC03-11-2020
Stephenson Paul JuleyLPL Financial LLCMML Investors Services, LLC03-11-2020
Steven Robert HerrmannLPL Financial LLCMML Investors Services, LLC03-11-2020
Robert Thomas WeilLPL Financial LLCMML Investors Services, LLC$15003-11-2020
Todd Avrom ChalemLPL Financial LLCMML Investors Services, LLC03-11-2020
David Charles StegerLPL Financial LLCMML Investors Services, LLC03-11-2020
Erin Mae JuleyLPL Financial LLCMML Investors Services, LLC03-11-2020
Glenn ToczekLPL Financial LLCMML Investors Services, LLC03-03-2020
Scott A. ClaytonLPL Financial LLCMML Investors Services, LLC03-02-2020
John Warren VanderlindenLPL Financial LLCMML Investors Services, LLC02-28-2020
Walter Glenn GrantLPL Financial LLCMML Investors Services, LLC02-26-2020
Anthony Michael MantellinoLPL Financial LLCMML Investors Services, LLC$5002-14-2020
Edward Walter KoczorowskiLPL Financial LLCMML Investors Services, LLC$5002-03-2020
James Ryan BoydLPL Financial LLCMML Investors Services, LLC12-18-2019
Anthony Joseph TruinoLPL Financial LLCMML Investors Services, LLC$50012-13-2019
Michael J. CarbinoLPL Financial LLCMML Investors Services, LLC$10012-13-2019
John Dougherty Jr.LPL Financial LLCMML Investors Services, LLC12-13-2019
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Showing 1 to 25 of 219 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.