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Advisers on the Move - InvestmentNews

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.

Recruiting Scoreboard (Q2 2020)

Recruiting Gains

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Matthew Thomas LazarasLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-30-2020
Daniel Joseph PerrinoLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-22-2019
Jennifer D'Ann RussellLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-18-2017
Joseph HongLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-14-2016
David Bradley CookLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated04-27-2016
Richard Louis SarroLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-23-2015
Chad Jason HedzikLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$2503-28-2014
Katherine KitzmillerLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-13-2014
Jeffrey Leverett McCulloughLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-13-2013
Petr P Burunov Jr.LPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-18-2012
Keith E. BeasingerLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated05-31-2012
Thomas Mack PearsonLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated05-24-2012
Lorraine Dawn WilsonLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated04-18-2012
Amber Renee StreamLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$2504-09-2012
Robert Bruce MartinLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10003-16-2012
Joseph David CarpenterLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$2502-17-2012
Laurie Ann LloydLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-17-2012
Eric A MorganLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$1002-17-2012
Mohamed Reza DekhaniLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-28-2011
Brent Allen LyonsLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-01-2010
Peter Byounghan OhLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-16-2010
John Hoagland Easley IIILPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-02-2009
Andre Nicholas ListerLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5010-02-2009

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.