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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adam GladstoneLPL Financial LLCVoya Financial Advisors, Inc.12-08-2016
Adam KnaustLPL Financial LLCVoya Financial Advisors, Inc.08-19-2016
Adam Mark NearyLPL Financial LLCVoya Financial Advisors, Inc.$1008-19-2016
Andrea Catherine DevonLPL Financial LLCVoya Financial Advisors, Inc.07-31-2014
Anthony C. DilulloLPL Financial LLCVoya Financial Advisors, Inc.10-03-2013
April Anastasia CondoLPL Financial LLCVoya Financial Advisors, Inc.12-20-2012
Arthur Paul Forget IIILPL Financial LLCVoya Financial Advisors, Inc.08-19-2016
Arthur Ring BestLPL Financial LLCVoya Financial Advisors, Inc.$1002-24-2012
Basu N. HurkadliLPL Financial LLCVoya Financial Advisors, Inc.$2507-02-2012
Billy Wayne ClementsLPL Financial LLCVoya Financial Advisors, Inc.02-05-2013
Blake Jared NelsonLPL Financial LLCVoya Financial Advisors, Inc.10-09-2015
Brendon O MooreLPL Financial LLCVoya Financial Advisors, Inc.08-31-2018
Brenner A. HeintzLPL Financial LLCVoya Financial Advisors, Inc.11-17-2015
Brent B. BarthLPL Financial LLCVoya Financial Advisors, Inc.11-16-2016
Brian Denver DixonLPL Financial LLCVoya Financial Advisors, Inc.$5012-20-2012
Brittany Ann SlezakLPL Financial LLCVoya Financial Advisors, Inc.08-19-2016
Bruce Russel GaynorLPL Financial LLCVoya Financial Advisors, Inc.$2508-19-2016
Charles Martin HelmLPL Financial LLCVoya Financial Advisors, Inc.$1012-09-2016
Charles Stewart Martin IIILPL Financial LLCVoya Financial Advisors, Inc.10-17-2013
Cheryl Lee CourtnageLPL Financial LLCVoya Financial Advisors, Inc.$5006-21-2012
Clare MertzLPL Financial LLCVoya Financial Advisors, Inc.08-22-2016
Daniel Enrique TapiaLPL Financial LLCVoya Financial Advisors, Inc.$2708-25-2016
Daniel Joseph O'KeefeLPL Financial LLCVoya Financial Advisors, Inc.08-19-2016
Darryl Scott BenfieldLPL Financial LLCVoya Financial Advisors, Inc.$2511-30-2012
David Alan FreedLPL Financial LLCVoya Financial Advisors, Inc.$5009-08-2016
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Showing 1 to 25 of 91 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.