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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Kimberly E BrownCUSO Financial Services, L.P.LPL Financial LLC02-28-2019
James Albert NielsenCUSO Financial Services, L.P.LPL Financial LLC02-04-2019
Kevin W. DavisCUSO Financial Services, L.P.LPL Financial LLC07-23-2018
Matthew Paul PettitCUSO Financial Services, L.P.LPL Financial LLC03-26-2018
Ashley Marie CarrilloCUSO Financial Services, L.P.LPL Financial LLC10-24-2017
Douglas Ried DanielsCUSO Financial Services, L.P.LPL Financial LLC09-12-2017
Kara Michele HarmsenCUSO Financial Services, L.P.LPL Financial LLC06-05-2017
Christopher Albert CasaleCUSO Financial Services, L.P.LPL Financial LLC$5105-31-2017
Ryan Jan TurnerCUSO Financial Services, L.P.LPL Financial LLC04-24-2017
William Francis CassidyCUSO Financial Services, L.P.LPL Financial LLC10-11-2016
John Michael GreeneCUSO Financial Services, L.P.LPL Financial LLC10-03-2016
Alex Mark KirrinCUSO Financial Services, L.P.LPL Financial LLC10-03-2016
Sean R. CoumansCUSO Financial Services, L.P.LPL Financial LLC10-03-2016
Terence Francis Powell Jr.CUSO Financial Services, L.P.LPL Financial LLC06-20-2016
Paul VandenbrookCUSO Financial Services, L.P.LPL Financial LLC04-04-2016
Terrance William ArgesCUSO Financial Services, L.P.LPL Financial LLC04-04-2016
Ryan David WestCUSO Financial Services, L.P.LPL Financial LLC03-14-2016
Brian James MaciejewskiCUSO Financial Services, L.P.LPL Financial LLC$5005-22-2015
Shaun Harold KimballCUSO Financial Services, L.P.LPL Financial LLC02-18-2015
Aaron BitranCUSO Financial Services, L.P.LPL Financial LLC02-18-2015
Jeffrey John JockCUSO Financial Services, L.P.LPL Financial LLC02-18-2015
John J Kirwan Jr.CUSO Financial Services, L.P.LPL Financial LLC02-18-2015
Adrian Albert HedwigCUSO Financial Services, L.P.LPL Financial LLC01-26-2015
Tracie Rae Markson-KroskyCUSO Financial Services, L.P.LPL Financial LLC$5001-02-2015
Leland Kron Littleton Jr.CUSO Financial Services, L.P.LPL Financial LLC$5001-02-2015
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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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