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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Randy Eugene BaldwinLPL Financial LLC1st Global Capital Corp.$10008-18-2014
Michael Tybor WeiszLPL Financial LLC1st Global Capital Corp.08-05-2014
Frank Mario AmelioLPL Financial LLC1st Global Capital Corp.$15005-31-2013
Todd Frederic StoraskaLPL Financial LLC1st Global Capital Corp.11-28-2012
Alan Sidney PearlsteinLPL Financial LLC510 Financial, Inc.10-22-2009
Andy Inmoon ChonLPL Financial LLCA.G.P / Alliance Global Partners$10006-05-2014
Dana Ward LambLPL Financial LLCA.G.P / Alliance Global Partners$50012-14-2012
Jeffrey YoakumLPL Financial LLCAbunda Financial, LLC$10010-31-2013
Timothy Hisao OshimaLPL Financial LLCAcclaro Wealth Management06-27-2012
Jeffrey Kim LorenzLPL Financial LLCAddison Avenue Financial Partners, LLC$10012-15-2011
Erin Elizabeth MaciasLPL Financial LLCAdvisors Asset Management, Inc.01-31-2014
Jeremey Seth HillLPL Financial LLCAllianz Life Financial Services, LLC$50002-16-2017
Joshua Joseph WeygandtLPL Financial LLCAllstate Financial Services, LLC11-02-2018
Jose Franciso Pinell GadeaLPL Financial LLCAllstate Financial Services, LLC$10010-09-2013
Parrish T. MalsonLPL Financial LLCAmerican Financial Advisors, Inc.$50008-26-2009
Judy Lynn MorrisonLPL Financial LLCAmerican Portfolios Financial Services, Inc.$15006-02-2017
Emory Judson Gary Jr.LPL Financial LLCAmerican Portfolios Financial Services, Inc.$50006-02-2017
Merrill Corcoran WatersLPL Financial LLCAmerican Providers Insurance Services & Estate Planning$10007-19-2016
Daryl Charles McmannLPL Financial LLCAmeriprise Advisor Services, Inc.10-01-2009
Aaron Gregory CookLPL Financial LLCAmeriprise Financial Services, Inc.11-12-2019
Victor Alexander KobyLPL Financial LLCAmeriprise Financial Services, Inc.$25008-30-2019
Jeffrey Gordon PasternakLPL Financial LLCAmeriprise Financial Services, Inc.$25008-19-2019
Jeffrey Robert LavinLPL Financial LLCAmeriprise Financial Services, Inc.$50008-15-2019
Christopher Charles SouliosLPL Financial LLCAmeriprise Financial Services, Inc.$10006-21-2019
Richard Herbert LinsdayLPL Financial LLCAmeriprise Financial Services, Inc.$85006-21-2019
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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.