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
David James LeuschenCommonwealth Financial NetworkAnderson & Strudwick, Incorporated$25005-08-2009
Stacy Lynn LongCommonwealth Financial NetworkMerrill Lynch, Pierce, Fenner & Smith Incorporated$25005-29-2009
Charles Michael FinfgeldCommonwealth Financial NetworkMML Investors Services, LLC$15006-22-2009
Brian Thomas ConnellyCommonwealth Financial NetworkMML Investors Services, LLC$50006-22-2009
Faye Frances HalloranCommonwealth Financial NetworkCitigroup Global Markets Inc.$10007-01-2009
Steven RichardsonCommonwealth Financial NetworkAXA Advisors, LLC$10004-29-2011
Timothy Peter SheanCommonwealth Financial NetworkAXA Advisors, LLC$10004-29-2011
Andrew Lawrence WilsonCommonwealth Financial NetworkFulcrum Securities, LLC$10008-18-2011
Joseph Alfred LamogliaCommonwealth Financial NetworkAXA Advisors, LLC$10004-23-2012
Jonathan Adam JagolinzerCommonwealth Financial NetworkAmeriprise Financial Services, Inc.09-29-2014
Leslie Ann Evans-DunnCommonwealth Financial NetworkWells Fargo Advisors Financial Network, LLC$50008-24-2015
Tacy Ruth RobyCommonwealth Financial NetworkCalvert Investment Distributors, Inc.12-08-2015
Walter Gerard BouchardCommonwealth Financial NetworkLPL Financial LLC$25002-16-2016
Francis Clement DinsmoreCommonwealth Financial NetworkOppenheimer & Co. Inc.09-08-2016
DAVID WILLIAM MULLINSCommonwealth Financial NetworkCambridge Investment Research, Inc.$10009-30-2016
Stuart Francis HonenbergerCommonwealth Financial NetworkRaymond James Financial Services, Inc.$74001-27-2017
Marc Daniel HirshornCommonwealth Financial NetworkMetLife Securities Inc.$25003-03-2017
Billy Christopher MasonCommonwealth Financial NetworkMetLife Securities Inc.03-03-2017
Clayton Alexander NashCommonwealth Financial NetworkMetLife Securities Inc.03-03-2017
Marci Rae BarneyCommonwealth Financial NetworkMorgan Stanley03-29-2017
John David WiedmaierCommonwealth Financial NetworkWFG Investments, Inc.$50008-21-2017
Brian Matthew BeanCommonwealth Financial NetworkWFG Investments, Inc.$50008-25-2017
John Barton EdmundsCommonwealth Financial NetworkMML Investors Services, LLC$50007-30-2018
John Robert BradberryCommonwealth Financial NetworkMML Investors Services, LLC07-30-2018
Christina Maria O'ConnellCommonwealth Financial NetworkUBS Financial Services Inc.08-03-2018
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Showing 1 to 25 of 35 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.