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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Zubair Ahmad KhanLPL Financial LLCJ.P. Morgan Securities LLC06-17-2016
Zohetni GonzalezLPL Financial LLCSunTrust Investment Services, Inc.01-10-2018
Zoe Rebekah AlexanderLPL Financial LLCAmeriprise Financial Services, LLC06-03-2010
Zelalem Baalu GirmaLPL Financial LLCUnionBanc Investment Services, LLC04-02-2012
Zehra M. CandlerLPL Financial LLCUSAA Investment Management Company$15003-25-2019
Zebedee DeitrichLPL Financial LLCWells Fargo Clearing Services, LLC03-02-2018
Zara Fard GuiviLPL Financial LLCOppenheimer & Co. Inc.11-17-2014
Zachory Smith HuishLPL Financial LLCFidelity Distributors Company LLC$15001-13-2015
Zachary UngerottLPL Financial LLCStifel, Nicolaus & Company, Incorporated09-07-2016
Zachary Tobias BouckLPL Financial LLCWaddell & Reed$2506-01-2012
Zachary Thomas GorresLPL Financial LLCMetLife Securities Inc.12-14-2016
Zachary Stephen GrabowskiLPL Financial LLCWells Fargo Clearing Services, LLC$1,00003-14-2019
Zachary Ryan VolouskyLPL Financial LLCFirst Southeast Investor Services, Inc.05-13-2014
Zachary Ryan SchroerLPL Financial LLCWatermark Wealth Management, LLC06-02-2009
Zachary Ross MaynardLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated05-17-2013
Zachary Paul BoergerLPL Financial LLCCarroll Financial Associates Inc11-14-2018
Zachary Parker GreenLPL Financial LLCMetLife Securities Inc.07-12-2016
Zachary Louis MattosLPL Financial LLCNorthwestern Mutual Investment Services, LLC05-31-2017
Zachary H. HullLPL Financial LLCNorthwestern Mutual Investment Services, LLC02-08-2016
Zachary FuchsLPL Financial LLCMorgan Stanley06-28-2013
Zachary Douglas AllenLPL Financial LLCCapital One Investing, LLC06-11-2018
Zachariah Franklin JacksonLPL Financial LLCSunTrust Investment Services, Inc.09-16-2013
Zach Zechariah SmithLPL Financial LLCFirst Citizens Financial Plus, Inc.11-17-2015
Zach Michael BromleyLPL Financial LLCWells Fargo Clearing Services, LLC$15005-15-2020
Yvonne Pamela CattonLPL Financial LLCEdward Jones08-30-2012
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Showing 1 to 25 of 12,038 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.