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
Kimberly Sue WeithmanLPL Financial LLCPNC Investments$10008-09-2019
Dennis Oduor OtienoLPL Financial LLCPNC Investments05-23-2018
Michael Ray SkibbeLPL Financial LLCPNC Investments$25010-27-2017
Christopher Aaron GervaiseLPL Financial LLCPNC Investments$15010-12-2017
Jason Anthony ParsonsLPL Financial LLCPNC Investments$10006-21-2016
Sean Anthony StamperLPL Financial LLCPNC Investments12-08-2015
Jason Paul KuhnleLPL Financial LLCPNC Investments$45006-15-2015
Matthew James DunnLPL Financial LLCPNC Investments$10003-10-2014
Robert James Willingham Jr.LPL Financial LLCPNC Investments04-09-2012
Eric Andrew BeahnLPL Financial LLCPNC Investments$10001-30-2012
Jean Marie HorstingLPL Financial LLCPNC Investments10-14-2011
Sunwook JinLPL Financial LLCPNC Investments$25005-06-2010

Showing 1 to 12 of 12 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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