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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Zachary H. HullLPL Financial LLCNorthwestern Mutual Investment Services, LLC02-08-2016
Yolanda Fay WilsonLPL Financial LLCVanguard Marketing Corporation01-19-2016
Winfred Gideon Boyce Jr.LPL Financial LLCW&S Brokerage Services, Inc.02-27-2020
William Steven LarkoLPL Financial LLCCitizens Securities, Inc.$2509-08-2009
William Scott MosesLPL Financial LLCEdward Jones$1007-01-2011
William Robert Wiggins IILPL Financial LLCWells Fargo Clearing Services, LLC$2508-02-2019
William Robert BryantLPL Financial LLCFifth Third Securities, Inc.08-26-2019
William Norman Doan Jr.LPL Financial LLCINVEST Financial Corporation$2511-30-2009
William Lloyd WileyLPL Financial LLCPark Avenue Securities LLC09-05-2012
William Lee BriggsLPL Financial LLCLincoln Financial Securities Corporation10-21-2019
William Fredrick BoykinLPL Financial LLCEdward Jones06-22-2011
William Edward Hege IVLPL Financial LLCLincoln Financial Securities Corporation10-21-2019
William Edward Hege IIILPL Financial LLCLincoln Financial Securities Corporation10-21-2019
William David MillerLPL Financial LLCPNC Investments$2507-22-2013
William Charles ThomsonLPL Financial LLCBanc of America Investment Services, Inc.04-16-2009
William Campbell FisherLPL Financial LLCLincoln Financial Distributors, Inc.07-10-2009
William Brett McKeithanLPL Financial LLCAmeriprise Financial Services, LLC$5005-16-2014
William Brandon JamesLPL Financial LLCNorthwestern Mutual Investment Services, LLC01-23-2020
William Brad BrantleyLPL Financial LLCKestra Investment Services, LLC$2508-25-2014
William Barron AmburnLPL Financial LLC1st Global Capital Corp.12-12-2012
William B. Cannon Jr.LPL Financial LLCTIAA-CREF Individual & Institutional Services, LLC03-22-2011
Wesley Johnston GarnerLPL Financial LLCBBVA Securities Inc.01-15-2014
Wendy Sue MorascoLPL Financial LLCCitizens Securities, Inc.12-13-2013
Wendy Jean KuntzLPL Financial LLCGreat American Advisors, Inc.05-24-2010
Wayne Eric GreenoughLPL Financial LLCMetLife Securities Inc.12-15-2016
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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.