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
Blake Art NinoLPL Financial LLCForesters Financial Services, Inc.06-20-2019
Paul Andrew CoroneosLPL Financial LLCForesters Financial Services, Inc.$25006-17-2019
Michael Stephen ThompsonLPL Financial LLCForesters Financial Services, Inc.$50006-14-2019
Carlos CurielLPL Financial LLCForesters Financial Services, Inc.$25005-28-2019
Lyndsay Marie IsingLPL Financial LLCForesters Financial Services, Inc.05-28-2019
William HuLPL Financial LLCForesters Financial Services, Inc.05-21-2019
Chinh Thien NguyenLPL Financial LLCForesters Financial Services, Inc.$25005-16-2019
Susan Helen PerryLPL Financial LLCForesters Financial Services, Inc.$50003-29-2019
Sara Elisabeth TannerLPL Financial LLCForesters Financial Services, Inc.$50003-29-2019
Carrie MullinsLPL Financial LLCForesters Financial Services, Inc.$50003-29-2019
Steven Robert Otis MahoneyLPL Financial LLCForesters Financial Services, Inc.03-29-2019
Angelica E. HolcombeLPL Financial LLCForesters Financial Services, Inc.03-29-2019
Kalin Virginia RooneyLPL Financial LLCForesters Financial Services, Inc.03-29-2019
Sierra Melody SwidrakLPL Financial LLCForesters Financial Services, Inc.03-29-2019
Davis Alika SiligaLPL Financial LLCForesters Financial Services, Inc.03-29-2019
Ashley Ann AltmanLPL Financial LLCForesters Financial Services, Inc.02-28-2019
Jordyn Michelle LynchLPL Financial LLCForesters Financial Services, Inc.02-28-2019
Stephanie Leventis DiazLPL Financial LLCForesters Financial Services, Inc.02-20-2019
Frank Andrew VicendeseLPL Financial LLCForesters Financial Services, Inc.01-18-2019
Ryan Jeffrey KleveLPL Financial LLCForesters Financial Services, Inc.01-14-2019
Oscar Antonio VaronaLPL Financial LLCForesters Financial Services, Inc.$10012-10-2018
Johnathan MaLPL Financial LLCForesters Financial Services, Inc.12-07-2018
Wesley R. HeinrichsLPL Financial LLCForesters Financial Services, Inc.11-16-2018
Olga Cecilia EspirituLPL Financial LLCForesters Financial Services, Inc.$25010-25-2018

Showing 1 to 24 of 24 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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