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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Tanya Lynn MalakLPL Financial LLCUvest Financial Services Group, Inc.07-05-2011
Christina S. PayneLPL Financial LLCUvest Financial Services Group, Inc.07-05-2011
William Cary AllenLPL Financial LLCUvest Financial Services Group, Inc.07-05-2011
William G CashinLPL Financial LLCUvest Financial Services Group, Inc.01-31-2011
Lisa Lynn EmlingLPL Financial LLCUvest Financial Services Group, Inc.$5011-02-2010
Kellie A. PerraultLPL Financial LLCUvest Financial Services Group, Inc.$5011-02-2010
Michael William KruchtenLPL Financial LLCUvest Financial Services Group, Inc.$5011-02-2010
Robin Rae SaarLPL Financial LLCUvest Financial Services Group, Inc.$5011-02-2010
David Alan HattonLPL Financial LLCUvest Financial Services Group, Inc.$2511-02-2010
Joey D. LundryLPL Financial LLCUvest Financial Services Group, Inc.$2511-02-2010
Christine Cannarsa ArcherLPL Financial LLCUvest Financial Services Group, Inc.11-02-2010
Kristen Ann VitaleLPL Financial LLCUvest Financial Services Group, Inc.11-02-2010
Kevin M. RafteryLPL Financial LLCUvest Financial Services Group, Inc.11-02-2010
Robert Geoffrey StenzelLPL Financial LLCUvest Financial Services Group, Inc.11-02-2010
Bryon Mecrey BrustLPL Financial LLCUvest Financial Services Group, Inc.11-02-2010
Robert Shane McLamoreLPL Financial LLCUvest Financial Services Group, Inc.11-02-2010
Julie Ann HefnerLPL Financial LLCUvest Financial Services Group, Inc.11-02-2010
Cassandre Rae MlakarLPL Financial LLCUvest Financial Services Group, Inc.11-02-2010
Kimberly Kay MuzquizLPL Financial LLCUvest Financial Services Group, Inc.11-01-2010
William Wayne BissellLPL Financial LLCUvest Financial Services Group, Inc.07-06-2010
Eric J SchefflerLPL Financial LLCUvest Financial Services Group, Inc.06-14-2010
Howell Gregory FergusonLPL Financial LLCUvest Financial Services Group, Inc.03-05-2010
Rowena York RuffLPL Financial LLCUvest Financial Services Group, Inc.$5002-04-2010
Thomas Vance WalkerLPL Financial LLCUvest Financial Services Group, Inc.$2502-02-2010
Toby Kyle NuttLPL Financial LLCUvest Financial Services Group, Inc.02-02-2010
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Showing 176 to 200 of 208 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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