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
David Winston LPL Financial LLCSecurities America, Inc.$30005-01-2020
Jack ConnealyLPL Financial LLC Securities America, Inc.$3,00004-30-2020
Beau Joshua ZumbuschInspire Advisors, LLCSecurities America, Inc.04-24-2020
Kevin Warren MacwilliamsLPL Financial LLCSecurities America, Inc.$2504-23-2020
Heather Louise MorganLPL Financial LLCSecurities America, Inc.04-22-2020
David Patrick ChandlerInnovation Partners LLCSecurities America, Inc.04-22-2020
Chris Brian FletcherLPL Financial LLCSecurities America, Inc.$2504-16-2020
Karla RossLPL Financial LLCSecurities America, Inc.04-16-2020
Neel John KeiserLPL Financial LLCSecurities America, Inc.04-14-2020
Richard Lee Rimel Jr.LPL Financial LLCSecurities America, Inc.04-01-2020
Jay Keith SvehlaLPL Financial LLCSecurities America, Inc.$4804-01-2020
Gary Thomas HessLPL Financial LLCSecurities America, Inc.04-01-2020
Fredrick Luke AlexanderLPL Financial LLCSecurities America, Inc.$5004-01-2020
Mark Allan MayfieldLPL Financial LLCSecurities America, Inc.04-01-2020
Ronald Martin HydeLPL Financial LLCSecurities America, Inc.03-30-2020
William Joseph BlythLPL Financial LLCSecurities America, Inc.$5003-27-2020
Robert Francis BlythLPL Financial LLCSecurities America, Inc.$5003-27-2020
Melvyn Leroy VarrelmanCambridge Investment Research, Inc.Securities America, Inc.$25003-27-2020
Christopher Allen BrownCambridge Investment Research, Inc.Securities America, Inc.$15003-27-2020
Arthur Ray HarringtonCambridge Investment Research, Inc.Securities America, Inc.$1003-27-2020
Arthur Young CooperCambridge Investment Research, Inc.Securities America, Inc.$10003-27-2020
David Scott McManusCambridge Investment Research, Inc.Securities America, Inc.$15003-27-2020
Jack Christian HoltCambridge Investment Research, Inc.Securities America, Inc.03-27-2020
Tonya Lanae CollierCambridge Investment Research, Inc.Securities America, Inc.$25003-27-2020
Andrew Thayer PurmortCambridge Investment Research, Inc.Securities America, Inc.$2503-27-2020
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Showing 1 to 25 of 1,118 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.