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.

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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
James A SalernoLPL Financial LLCMML Investors Services, LLC10-08-2020
Ron Andrew PacLPL Financial LLCMML Investors Services, LLC09-24-2020
Joseph C GencoLPL Financial LLCMML Investors Services, LLC09-14-2020
Paul R DonatoLPL Financial LLCMML Investors Services, LLC04-15-2020
Glenn ToczekLPL Financial LLCMML Investors Services, LLC03-03-2020
Jason Bernard MyersLPL Financial LLCMML Investors Services, LLC05-03-2019
Burton Luke ApfelbaumLPL Financial LLCMML Investors Services, LLC$4803-29-2019
Vincent G DAgneseLPL Financial LLCMML Investors Services, LLC03-28-2019
Joseph P CelibertiLPL Financial LLCMML Investors Services, LLC02-22-2019
Ronald C DimaggioLPL Financial LLCMML Investors Services, LLC10-30-2018
Michael BeloffLPL Financial LLCMML Investors Services, LLC$2508-24-2018
David Bushnell Anthony Tomasula Robin TomasulaLPL Financial LLCMML Investors Services, LLC$55003-10-2017
Anthony Steven TomasulaLPL Financial LLCMML Investors Services, LLC03-10-2017
David Ryan BushnellLPL Financial LLCMML Investors Services, LLC03-10-2017
Paul KupchokLPL Financial LLCMML Investors Services, LLC$23011-09-2016
Paul Keith KupchokLPL Financial LLCMML Investors Services, LLC$15011-09-2016
Matthew GilmoreLPL Financial LLCMML Investors Services, LLC$8008-15-2016
Matthew Thomas GilmoreLPL Financial LLCMML Investors Services, LLC$5008-15-2016
Annette Jean OldayLPL Financial LLCMML Investors Services, LLC10-02-2015
Thomas Joseph CammisaLPL Financial LLCMML Investors Services, LLC08-15-2014
Scott B ZuckermanLPL Financial LLCMML Investors Services, LLC08-27-2013
Keith M DefazioLPL Financial LLCMML Investors Services, LLC03-05-2013
Christopher John BattisteLPL Financial LLCMML Investors Services, LLC$10006-01-2012

Showing 1 to 23 of 23 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.