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
Ronyetta Sheri JohnsonLPL Financial LLCTD Ameritrade, Inc.12-12-2019
Kyle James HechtLPL Financial LLCTD Ameritrade, Inc.09-23-2019
Lee Michael LehmkuhlerLPL Financial LLCTD Ameritrade, Inc.07-23-2018
Joel Martin DunbarLPL Financial LLCTD Ameritrade, Inc.06-04-2018
Seth Martin AndersonLPL Financial LLCTD Ameritrade, Inc.05-23-2018
Brian William LewallenLPL Financial LLCTD Ameritrade, Inc.05-08-2018
Rebecca Lynn HensleyLPL Financial LLCTD Ameritrade, Inc.04-02-2018
Kristen Elizondo RainoneLPL Financial LLCTD Ameritrade, Inc.02-08-2018
Russell Grant NielandLPL Financial LLCTD Ameritrade, Inc.01-24-2018
Erin Rae BairLPL Financial LLCTD Ameritrade, Inc.06-19-2017
Joseph John KellyLPL Financial LLCTD Ameritrade, Inc.$10004-28-2015
John Robert Holman CfpLPL Financial LLCTD Ameritrade, Inc.$25009-19-2014
Jennifer J MeredithLPL Financial LLCTD Ameritrade, Inc.06-04-2014
William Francis ColeLPL Financial LLCTD Ameritrade, Inc.$25001-24-2014
Michael Scott CroweLPL Financial LLCTD Ameritrade, Inc.$50001-11-2012
Emily Rhodes WhiteLPL Financial LLCTD Ameritrade, Inc.$50001-09-2012

Showing 1 to 16 of 16 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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