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
Thompson Gress LemaistreLPL Financial LLCRaymond James & Associates, Inc.02-28-2020
Jason David CrowLPL Financial LLCRaymond James & Associates, Inc.01-09-2020
Demetrios Andrew StylianosLPL Financial LLCRaymond James & Associates, Inc.12-14-2018
Richard Steven BernsteinLPL Financial LLCRaymond James & Associates, Inc.10-18-2018
Robert Lee MillerLPL Financial LLCRaymond James & Associates, Inc.$1006-01-2018
Leon Paul RehakLPL Financial LLCRaymond James & Associates, Inc.$5010-13-2016
Jeremy Christopher HuntLPL Financial LLCRaymond James & Associates, Inc.08-29-2016
Frank B. MartinLPL Financial LLCRaymond James & Associates, Inc.$5001-29-2016
Patrick James SchroderLPL Financial LLCRaymond James & Associates, Inc.10-07-2014
Bradley Gene PagliaroLPL Financial LLCRaymond James & Associates, Inc.08-22-2014
Jessica Lynn CarterLPL Financial LLCRaymond James & Associates, Inc.06-18-2014
Luis Roberto PrandiniLPL Financial LLCRaymond James & Associates, Inc.$2501-21-2014
Daniel Paul Mageras Jr.LPL Financial LLCRaymond James & Associates, Inc.07-11-2011
John Carlos SarlatLPL Financial LLCRaymond James & Associates, Inc.$1006-01-2009

Showing 1 to 14 of 14 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.