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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Mark Stephen HansonLPL Financial LLCSA Stone Wealth Management Inc.08-21-2019
Lester Edgar Hockenbery Jr.LPL Financial LLCSA Stone Wealth Management Inc.$4611-07-2017
Jeffrey Kenneth KirkpatrickLPL Financial LLCSA Stone Wealth Management Inc.$2510-14-2016
Eric Shea HollifieldLPL Financial LLCSA Stone Wealth Management Inc.$6810-14-2016
Scott Michael BremusLPL Financial LLCSA Stone Wealth Management Inc.10-14-2016
Larry Hershel ThompsonLPL Financial LLCSA Stone Wealth Management Inc.$1010-05-2016
Audrey Estelle AmodieLPL Financial LLCSA Stone Wealth Management Inc.02-24-2016
William Scott ThompsonLPL Financial LLCSA Stone Wealth Management Inc.10-01-2015
Thomas Mark HagenLPL Financial LLCSA Stone Wealth Management Inc.$2510-01-2015
William Anthony EatonLPL Financial LLCSA Stone Wealth Management Inc.10-01-2015
Daniel Thomas MurphyLPL Financial LLCSA Stone Wealth Management Inc.10-01-2015
Kenneth Michael PeavyLPL Financial LLCSA Stone Wealth Management Inc.06-04-2015
Donna A. ByrneLPL Financial LLCSA Stone Wealth Management Inc.01-30-2015
Michael Anthony EmbresciaLPL Financial LLCSA Stone Wealth Management Inc.12-05-2014
Ann Starkey DevineLPL Financial LLCSA Stone Wealth Management Inc.$1008-14-2013
Robert Kent HissLPL Financial LLCSA Stone Wealth Management Inc.$1011-06-2012
Dennis Wayne ShermanLPL Financial LLCSA Stone Wealth Management Inc.11-06-2012
Matthew W. HissLPL Financial LLCSA Stone Wealth Management Inc.11-06-2012

Showing 1 to 18 of 18 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.