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.

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
Diane Mary BrettLPL Financial LLCUvest Financial Services Group, Inc.10-11-2011
John D OlerioLPL Financial LLCUvest Financial Services Group, Inc.10-11-2011
Patrick William NaughtonLPL Financial LLCUvest Financial Services Group, Inc.10-11-2011
Anthony John MarcianoLPL Financial LLCUvest Financial Services Group, Inc.10-11-2011
John Stephen BeloinLPL Financial LLCUvest Financial Services Group, Inc.10-11-2011
Kathleen Marie HansonLPL Financial LLCUvest Financial Services Group, Inc.10-11-2011
Annette HassanLPL Financial LLCUvest Financial Services Group, Inc.10-11-2011
Michael Anthony GoncalvesLPL Financial LLCUvest Financial Services Group, Inc.10-11-2011
Cynthia Ann GiovacchinoLPL Financial LLCUvest Financial Services Group, Inc.10-11-2011
Gina TartagliaLPL Financial LLCUvest Financial Services Group, Inc.10-11-2011
Suzanne Brocki DavisLPL Financial LLCUvest Financial Services Group, Inc.10-11-2011
Virginia Ruth ClyneLPL Financial LLCUvest Financial Services Group, Inc.10-11-2011
Lisa Ann LanglaisLPL Financial LLCUvest Financial Services Group, Inc.10-11-2011
Pamela Klimeck WhiteLPL Financial LLCUvest Financial Services Group, Inc.10-11-2011
Dawn M. RosaLPL Financial LLCUvest Financial Services Group, Inc.10-11-2011
Christopher Bernard CymbalaLPL Financial LLCUvest Financial Services Group, Inc.10-11-2011
Eric Charles WillingerLPL Financial LLCUvest Financial Services Group, Inc.10-11-2011
Nahid NooryLPL Financial LLCUvest Financial Services Group, Inc.10-11-2011
Teresa A. SpringLPL Financial LLCUvest Financial Services Group, Inc.10-11-2011
Sandra Lisa CalogeroLPL Financial LLCUvest Financial Services Group, Inc.10-11-2011
Kusum RamchandaniLPL Financial LLCUvest Financial Services Group, Inc.10-11-2011
Elena V. GomelauriLPL Financial LLCUvest Financial Services Group, Inc.10-11-2011
David Jon NastriLPL Financial LLCUvest Financial Services Group, Inc.10-11-2011
Brian Tucker DavisLPL Financial LLCUvest Financial Services Group, Inc.10-11-2011
Brenton Alan SilanoLPL Financial LLCUvest Financial Services Group, Inc.10-11-2011
Next Page »

Showing 1 to 25 of 34 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.

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