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.

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
Devin Scott WelchLPL Financial LLCAvantax Investment Services, Inc.$112-04-2009
Thomas Howard CrawfordLPL Financial LLCAvantax Investment Services, Inc.01-28-2010
Nick MagoneLPL Financial LLCAvantax Investment Services, Inc.08-12-2010
Victoria Anne LongLPL Financial LLCAvantax Investment Services, Inc.07-29-2011
David Herbert YoungLPL Financial LLCAvantax Investment Services, Inc.$1009-14-2011
Shakeel KaziLPL Financial LLCAvantax Investment Services, Inc.12-14-2011
Harold H. Hartmann Jr.LPL Financial LLCAvantax Investment Services, Inc.12-14-2011
Joseph David BattagliniLPL Financial LLCAvantax Investment Services, Inc.$2512-14-2012
Michael B. HurdleLPL Financial LLCAvantax Investment Services, Inc.$5003-25-2013
John Rudolph Greene Jr.LPL Financial LLCAvantax Investment Services, Inc.05-06-2013
Patrick A KimbroughLPL Financial LLCAvantax Investment Services, Inc.02-01-2014
Michael Joseph GuidryLPL Financial LLCAvantax Investment Services, Inc.$15002-26-2014
Daniel George KasbarLPL Financial LLCAvantax Investment Services, Inc.03-06-2014
Donald Stewart RatledgeLPL Financial LLCAvantax Investment Services, Inc.05-02-2014
William Lester RoscherLPL Financial LLCAvantax Investment Services, Inc.06-23-2014
Richard Gabriel ChaneyLPL Financial LLCAvantax Investment Services, Inc.07-08-2014
Stephen Allen DavisLPL Financial LLCAvantax Investment Services, Inc.11-11-2014
Anush HaddadianLPL Financial LLCAvantax Investment Services, Inc.09-22-2015
Dirk William JohnsonLPL Financial LLCAvantax Investment Services, Inc.03-23-2016
Alec T. SaundersLPL Financial LLCAvantax Investment Services, Inc.04-04-2016
Paul Thomas WhitmireLPL Financial LLCAvantax Investment Services, Inc.$2506-09-2016
Debra Ellen RanguetteLPL Financial LLCAvantax Investment Services, Inc.11-14-2016
Gary Lynn FranciscoLPL Financial LLCAvantax Investment Services, Inc.$2304-28-2017
Paul Hugh MitchellLPL Financial LLCAvantax Investment Services, Inc.$1005-18-2017
David R. BentzLPL Financial LLCAvantax Investment Services, Inc.$10007-24-2017
Next Page »

Showing 1 to 25 of 60 entries

Page 1 | 2 | 3

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.