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Advisers on the Move - InvestmentNews

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.

Recruiting Scoreboard (Q2 2020)

Recruiting Gains

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Joseph Michael DeschryverLPL Financial LLCAvantax Investment Services, Inc.04-09-2020
David MichaelsLPL Financial LLCEdward Jones03-02-2020
David Charles BellskyLPL Financial LLCSigma Financial Corporation02-18-2020
Steven Paul MaskerLPL Financial LLCSigma Financial Corporation02-18-2020
Elaine Ardith ParlbergLPL Financial LLCSigma Financial Corporation02-18-2020
Daniel J StrongLPL Financial LLCSigma Financial Corporation02-18-2020
Ashley Marie PockrandtLPL Financial LLCThe Huntington Investment Company02-18-2020
Frank ReidLPL Financial LLCFirst Allied Securities, Inc.02-13-2020
Eric Kyle BirchLPL Financial LLCJ.P. Morgan Securities LLC01-13-2020
William Grant SiningerLPL Financial LLCSigma Financial Corporation12-12-2019
Kara HerbertLPL Financial LLCCentaurus Financial, Inc.12-04-2019
Sarah J. EmeryLPL Financial LLCCetera Investment Advisers LLC12-02-2019
Jason Ronald LoiselleLPL Financial LLCH. Beck, Inc.11-26-2019
Matthew Scott BrownLPL Financial LLCAmeriprise Financial Services, LLC10-11-2019
Deborah Jean RenshawLPL Financial LLCMorgan Stanley10-01-2019
Kyle James HechtLPL Financial LLCTD Ameritrade, Inc.09-23-2019
Peter Carl MunsonLPL Financial LLCWells Fargo Clearing Services, LLC08-26-2019
Michael Joseph JohnsonLPL Financial LLCThe Huntington Investment Company08-01-2019
Sage Walker DemullLPL Financial LLCNorthwestern Mutual Investment Services, LLC07-10-2019
Linda Christine SchultzLPL Financial LLCAvantax Investment Services, Inc.07-02-2019
Tevin Thomas ShackelfordLPL Financial LLCHantz Financial Services, Inc.07-02-2019
Gary Ernest MaynardLPL Financial LLCAvantax Investment Services, Inc.06-26-2019
Brittany N. WatersonLPL Financial LLCLPL Financial LLC06-12-2019
David Garnett WillisLPL Financial LLCValMark Securities, Inc.06-10-2019
Amy Jean KomisLPL Financial LLCCUSO Financial Services, L.P.06-06-2019
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Showing 1 to 25 of 326 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.