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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Cameron Austin ByrdGood Life Advisors, LLCSaxony Securities, Inc.02-20-2019
KYLE JOSEPH ELLIOTTGood Life Advisors, LLCGood Life Advisors, LLC10-24-2018
James Christian KaiserGood Life Advisors, LLCWaddell & Reed12-13-2017
Nicholas Curinga IIIGood Life Advisors, LLCWaddell & Reed12-13-2017
Philip T. WebbGood Life Advisors, LLCWaddell & Reed12-13-2017
Jennifer D'Ann RussellGood Life Advisors, LLCLPL Financial LLC11-29-2017
Julie Marie KempGood Life Advisors, LLCLPL Financial LLC10-18-2017
Christian Robert Depret-BixioGood Life Advisors, LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)08-11-2017
David Glenn TurnerGood Life Advisors, LLCWaddell & Reed01-28-2017
Frederick Daniel Shows Jr.Good Life Advisors, LLCWaddell & Reed01-28-2017
Jeremy Curtis EvansGood Life Advisors, LLCLPL Financial LLC01-28-2017
Mark Joseph DobroskeyGood Life Advisors, LLCLPL Financial LLC01-28-2017
John BurnsGood Life Advisors, LLCLPL Financial LLC01-28-2017
Willis Robert Deaton Jr.Good Life Advisors, LLCWaddell & Reed08-01-2016
Johnathan T StackhouseGood Life Advisors, LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)06-28-2016
Casey James KemerlyGood Life Advisors, LLCEdward Jones01-11-2016
John David DanzerGood Life Advisors, LLCWoodbury Financial Services, Inc.12-28-2015
Celia Mae ScottGood Life Advisors, LLCAXA Advisors, LLC12-14-2015
Jeffrey Alan GasawayGood Life Advisors, LLCEdward Jones12-10-2015
Lisa Marie StrohmGood Life Advisors, LLCAgili, P.C.12-04-2015
Joan Elaine LyonsGood Life Advisors, LLCMetLife Securities Inc.06-30-2015
Michael P. BarrettGood Life Advisors, LLCMetLife Securities Inc.06-30-2015
William Martin PierGood Life Advisors, LLCUBS Financial Services Inc.02-06-2015
Victoria V. ThompsonGood Life Advisors, LLCUBS Financial Services Inc.02-05-2015
Robert Daniel MaringGood Life Advisors, LLCPNC Investments01-12-2015
Next Page »

Showing 1 to 25 of 29 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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