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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Richard Jamille TamerLPL Financial LLC1st Global Capital Corp.$10012-12-2012
Matthew David HearnLPL Financial LLC1st Global Capital Corp.$25012-12-2012
Carol Ann UselmanLPL Financial LLC1st Global Capital Corp.$32012-12-2012
William Barron AmburnLPL Financial LLC1st Global Capital Corp.12-12-2012
Michael Raye EasterLPL Financial LLC1st Global Capital Corp.12-12-2012
Richard Christopher FallinLPL Financial LLCAlight Financial Solutions, LLC10-05-2016
Luis Guillermo Gonzalez CzerniakLPL Financial LLCAllstate Financial Services, LLC05-29-2013
Michael Lee AllisonLPL Financial LLCAllworth Financial, L.P.04-14-2014
Thomas John Faber IILPL Financial LLCAmeriprise Financial Services, Inc.01-02-2019
Jeremy Scott HeffnerLPL Financial LLCAmeriprise Financial Services, Inc.$50012-19-2018
Brian Lewis HillLPL Financial LLCAmeriprise Financial Services, Inc.12-19-2018
Bruce Clinton Bevins IILPL Financial LLCAmeriprise Financial Services, Inc.$50011-02-2018
Albert Handley SeymourLPL Financial LLCAmeriprise Financial Services, Inc.$50008-15-2017
Christopher John DemarestLPL Financial LLCAmeriprise Financial Services, Inc.$25006-14-2017
Charles Keith DixonLPL Financial LLCAmeriprise Financial Services, Inc.$10010-06-2016
John Eric OsterbergLPL Financial LLCAmeriprise Financial Services, Inc.$50004-15-2016
William Brett McKeithanLPL Financial LLCAmeriprise Financial Services, Inc.$50005-16-2014
Ralph Joseph AielloLPL Financial LLCAmeriprise Financial Services, Inc.$50002-24-2014
Jasmine SehgalLPL Financial LLCAmeriprise Financial Services, Inc.09-20-2013
Andrew Patrick BrayLPL Financial LLCAmeriprise Financial Services, Inc.$10005-19-2010
David Joseph HellingerLPL Financial LLCAmeriprise Financial Services, Inc.$10004-23-2010
Sara Voight ReevesLPL Financial LLCAmeriprise Financial Services, Inc.11-16-2009
Bradley Phillip KellenLPL Financial LLCAmeriprise Financial Services, Inc.$10001-02-2009
Steven Alan DunlapLPL Financial LLCAmeritas Investment Corp.06-23-2016
Justin Brent GurneyLPL Financial LLCAmfin Investment Services, Inc.04-14-2010
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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.