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
Jay Paul JensenInternational Assets Advisory, LLCPurshe Kaplan Sterling Investments$1011-15-2019
Jay Steven SalamoneInternational Assets Advisory, LLCG. A. Repple & Company10-10-2019
Jay Steven SalamoneInternational Assets Advisory, LLCG. A. Repple & Company10-10-2019
Justin Thomas KenneyInternational Assets Advisory, LLCPrimary Capital, LLC10-10-2019
Nikki Lea WardInternational Assets Advisory, LLCPrimary Capital, LLC10-10-2019
Sean Patrick QuinnInternational Assets Advisory, LLCMorgan Stanley$1,00009-23-2019
David Annanders IIInternational Assets Advisory, LLCWaddell & Reed07-17-2019
James Henry BoothInternational Assets Advisory, LLCLPL Financial LLC06-14-2019
Henry Arthur TaylorInternational Assets Advisory, LLCMoloney Securities Co., Inc.05-20-2019
Sara Jean LalandeInternational Assets Advisory, LLCHarbor Financial Services, LLC05-01-2019
Larry Glenn BoggsInternational Assets Advisory, LLCFirst Allied Securities, Inc.$10004-08-2019
Ronald Patrick CameronInternational Assets Advisory, LLCLPL Financial LLC04-08-2019
Eric Michael HustadInternational Assets Advisory, LLCFSC Securities Corporation04-04-2019
Andrew Van BlackwellInternational Assets Advisory, LLCDavid A. Noyes & Company$2502-27-2019
Steven Eric EricksonInternational Assets Advisory, LLCLPL Financial LLC$2501-04-2019
Ryan Paul O'LearyInternational Assets Advisory, LLCSandy Morris Financial & Estate Planning Services, LLC10-30-2018
Edward Joseph SchiaviInternational Assets Advisory, LLCIFS Advisory, LLC$5010-22-2018
Lisa A SamuelsInternational Assets Advisory, LLCSecurian Financial Services, Inc.08-01-2018
John David JaicksInternational Assets Advisory, LLCBruce A. Lefavi Securities, Inc.$2506-06-2018
Alejandro MartinezInternational Assets Advisory, LLCLPL Financial LLC$2512-06-2017
Stanley LeconteInternational Assets Advisory, LLCAmeriprise Financial Services, Inc.12-05-2017
Kevin Thomas MoranInternational Assets Advisory, LLCAmeriprise Financial Services, Inc.$5008-24-2017
Stephen Anthony PierceInternational Assets Advisory, LLCWFG Investments, Inc.$2006-09-2017
Daniel Gregory DivicoInternational Assets Advisory, LLCSecurities America, Inc.05-19-2017
Jerry Allen Klusener Jr.International Assets Advisory, LLCProspera Financial Services, Inc.$7105-04-2017
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Showing 1 to 25 of 54 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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