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.

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
Darrel Bruce MarkleyLPL Financial LLCAmeriprise Financial Services, LLC$15012-11-2017
Jeremy Scot NolandLPL Financial LLCAscensus Financial Services, LLC.05-21-2018
Jebtha C. GrahamLPL Financial LLCAXA Advisors, LLC$5011-28-2011
David I. BrozenicLPL Financial LLCBanc of America Investment Services, Inc.08-14-2009
Eric D. WymoreLPL Financial LLCBanc of America Investment Services, Inc.08-14-2009
Anne Elise PetersonLPL Financial LLCCambridge Investment Research, Inc.10-19-2018
Mark Allan ZydloLPL Financial LLCCetera Advisors LLC01-08-2016
Philip James PaschangLPL Financial LLCCetera Advisors LLC$5005-20-2013
Ehren Gabriel FeldmeyerLPL Financial LLCCetera Investment Services LLC07-29-2016
Rebecca Ruth GoeringLPL Financial LLCCetera Investment Services LLC06-28-2013
Monte Wayne CrossLPL Financial LLCCetera Investment Services LLC06-28-2013
Robert Cole SchwarzLPL Financial LLCCobler Capital Management, LLC06-07-2016
Cali J LehmanLPL Financial LLCCUSO Financial Services, L.P.11-02-2016
Bradley Keith HillLPL Financial LLCCUSO Financial Services, L.P.$2505-28-2015
George Dean ModrcinLPL Financial LLCEdward Jones$5002-25-2019
Scott Charles McEwenLPL Financial LLCEdward Jones$10011-05-2018
Victor Jay EdwardsLPL Financial LLCEdward Jones11-02-2015
Joshua Lee JonesLPL Financial LLCEdward Jones$5006-13-2013
Shawn B. ShepherdLPL Financial LLCEdward Jones03-28-2013
Andrew Edwin BeversdorfLPL Financial LLCEdward Jones$2507-27-2012
Garren G TaylorLPL Financial LLCEdward Jones07-27-2012
Preston Lynn KlickLPL Financial LLCEdward Jones$10005-25-2012
Christopher Lee KlickLPL Financial LLCEdward Jones$1005-25-2012
Andrew D. SciannaLPL Financial LLCEdward Jones04-13-2012
Trent T WanamakerLPL Financial LLCEdward Jones12-16-2011
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Showing 1 to 25 of 98 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.