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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jeffrey Eric ODonnellLPL Financial LLCProEquities, Inc.07-09-2012
Paul Robert WilsonLPL Financial LLCVoya Financial Advisors, Inc.$2507-02-2012
Thomas John RittenLPL Financial LLCRaymond James Financial Services, Inc.06-29-2012
Gregory Michael HansonLPL Financial LLCCommonwealth Financial Network$15004-25-2012
Michael G DolezalLPL Financial LLCPrincipal Securities, Inc.04-13-2012
Jeffrey Paul KolodjskiLPL Financial LLCPrincipal Securities, Inc.04-13-2012
Brian Chance HooperLPL Financial LLC1st Global Capital Corp.03-08-2012
James J RudnickLPL Financial LLC1st Global Capital Corp.03-08-2012
Jennifer Lynn LownsburyLPL Financial LLC1st Global Capital Corp.03-08-2012
Natalie Ann BrinkmanLPL Financial LLCEdward Jones$2502-17-2012
Kenneth Russell QuistLPL Financial LLCEdward Jones$5001-06-2012
Kenneth Milo CafourekLPL Financial LLCAskar Corp.01-03-2012
Ommund Danny SkaarLPL Financial LLCAskar Corp.01-03-2012
William Roger SimonetteLPL Financial LLCAskar Corp.01-03-2012
Michael William SternLPL Financial LLCAskar Corp.$10001-03-2012
Scott Allan RallLPL Financial LLCAskar Corp.01-03-2012
Brian Roy DerosierLPL Financial LLCAskar Corp.$25001-03-2012
Bradley John BorgLPL Financial LLCAskar Corp.$5001-03-2012
Trevor K SkaarLPL Financial LLCAskar Corp.$10001-03-2012
Brett AngelLPL Financial LLCUBS Financial Services Inc.$50012-09-2011
Amy Loraine OKeefeLPL Financial LLCEdward Jones$1,00012-02-2011
Peter Preston MullinLPL Financial LLCEdward Jones11-01-2011
Russell David RogersLPL Financial LLCTransamerica Financial Advisors, Inc$5010-11-2011
Amanda Lynn GardnerLPL Financial LLCAmeriprise Financial Services, LLC$1,00007-28-2011
April Annette MasteyLPL Financial LLCStifel, Nicolaus & Company, Incorporated$2507-15-2011
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Showing 151 to 175 of 202 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.