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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Richard James Jr Golden Jr.LPL Financial LLCNew England Securities$25006-08-2009
Theodore Edward RauberLPL Financial LLCNew England Securities$50010-06-2009
Charles Homer Clark Jr.LPL Financial LLCNew England Securities10-07-2009
Jonathan Robert SchonfeldLPL Financial LLCNew England Securities$10004-21-2010
John Anthony MeuseLPL Financial LLCNew England Securities$15010-05-2010
Weston C. ReinboltLPL Financial LLCNew England Securities$50003-03-2011
John Edward TattersallLPL Financial LLCNew England Securities06-22-2011
Darryl Richard BernhardtLPL Financial LLCNew England Securities07-01-2011
Jason L RadtkeLPL Financial LLCNew England Securities07-13-2011
Jeffrey Michael ThompsonLPL Financial LLCNew England Securities$10011-18-2011
Larry E. MinarsichLPL Financial LLCNew England Securities03-29-2012
Eric Michael AltenburgLPL Financial LLCNew England Securities03-30-2012
John Ewin BradfordLPL Financial LLCNew England Securities$50007-02-2012
Christopher Carr HammondLPL Financial LLCNew England Securities$10009-27-2012
Christopher D. WoodhouseLPL Financial LLCNew England Securities10-24-2012
Robert Daniel AndersonLPL Financial LLCNew England Securities$50012-12-2012
Bhavesh H BhayaniLPL Financial LLCNew England Securities$10012-20-2012
Sidney Moore StarksLPL Financial LLCNew England Securities$25001-30-2013
Brian Patrick BjerkeLPL Financial LLCNew England Securities02-25-2013
J. M. CayceLPL Financial LLCNew England Securities02-26-2013
Marc Louis PushkinLPL Financial LLCNew England Securities$50003-26-2013
Donald Bruffee FurlongLPL Financial LLCNew England Securities$10006-04-2013
Richard Roger BalkcomLPL Financial LLCNew England Securities$25006-04-2013
Wanda Lynn GoodLPL Financial LLCNew England Securities06-04-2013
Douglas Jay KnobelauchLPL Financial LLCNew England Securities07-02-2013
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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.