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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Cyril Leo Friend IIILPL Financial LLCEdward Jones$10011-06-2009
Daniel Raymond HitzemanLPL Financial LLCEdward Jones$2508-23-2010
James Mifflin AllenLPL Financial LLCEdward Jones08-24-2010
Jing Huang O'BrienLPL Financial LLCEdward Jones10-01-2010
Joshua M. WesterfieldLPL Financial LLCEdward Jones$1010-07-2010
Stephen Joseph CiaccioLPL Financial LLCEdward Jones11-08-2010
Richard Henry Sharp Jr.LPL Financial LLCEdward Jones12-03-2010
William Robert PatonLPL Financial LLCEdward Jones01-21-2011
Yonglin RenLPL Financial LLCEdward Jones02-04-2011
Jeffrey Carter MalasLPL Financial LLCEdward Jones$1003-31-2011
David Peter BartzLPL Financial LLCEdward Jones12-19-2011
Walter Peter MacudaLPL Financial LLCEdward Jones06-20-2012
Michael Stuart McNeilyLPL Financial LLCEdward Jones$5007-09-2012
Chad Edward BurnsLPL Financial LLCEdward Jones$1008-03-2012
Ryan Charles BagiLPL Financial LLCEdward Jones02-22-2013
Khloe Uma KarovaLPL Financial LLCEdward Jones12-19-2013
Kyle Lawrence ViehlLPL Financial LLCEdward Jones02-10-2014
Mark Francis PowellLPL Financial LLCEdward Jones12-17-2014
Brian David SlaterLPL Financial LLCEdward Jones03-13-2015
Daniel S. MoyLPL Financial LLCEdward Jones$1005-18-2015
Calvin NeemanLPL Financial LLCEdward Jones$24004-18-2016
Joel Lawrence BoeingLPL Financial LLCEdward Jones05-31-2017
Lisa Renee KopisLPL Financial LLCEdward Jones$1011-06-2017
Justin M. PiselliniLPL Financial LLCEdward Jones02-15-2018
John David SiasLPL Financial LLCEdward Jones$5003-16-2018
Next Page »

Showing 1 to 25 of 28 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.


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