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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Rene A RebmannLPL Financial LLCM&T Securities, Inc.09-24-2019
Christine Ann GumaerLPL Financial LLCM&T Securities, Inc.01-05-2018
Justin SamlandLPL Financial LLCM&T Securities, Inc.08-01-2017
Austin T. FarrellLPL Financial LLCM&T Securities, Inc.05-25-2017
Jacob P HughesLPL Financial LLCM&T Securities, Inc.12-09-2016
Bruce Robert CoteLPL Financial LLCM&T Securities, Inc.11-16-2016
Marcene L DepewLPL Financial LLCM&T Securities, Inc.09-21-2016
Miguel Pedro PereiraLPL Financial LLCM&T Securities, Inc.05-16-2016
David Raymond WeigandLPL Financial LLCM&T Securities, Inc.03-28-2016
Katie Jean WeibelLPL Financial LLCM&T Securities, Inc.10-22-2015
Constantine J KitrinosLPL Financial LLCM&T Securities, Inc.12-10-2014
Frank Joseph TorelliLPL Financial LLCM&T Securities, Inc.03-28-2014
Julianne LepoLPL Financial LLCM&T Securities, Inc.10-04-2013
Richard Salvatore Massaro Jr.LPL Financial LLCM&T Securities, Inc.05-29-2012
Heidi Joanne WahlLPL Financial LLCM&T Securities, Inc.05-10-2012
Daniel June DumoulinLPL Financial LLCM&T Securities, Inc.11-28-2011
Teresa Lee FlynnLPL Financial LLCM&T Securities, Inc.11-02-2011
Claudio Mario MastroianniLPL Financial LLCM&T Securities, Inc.04-04-2011
Jerrold Leigh KopsaLPL Financial LLCM&T Securities, Inc.$1003-05-2013
Lisa Ann TennantLPL Financial LLCM&T Securities, Inc.$2502-28-2019
Joseph Peter Starinsky Jr.LPL Financial LLCM&T Securities, Inc.$5002-21-2012
Robert Harold BrownLPL Financial LLCM&T Securities, Inc.$10009-09-2014
Michael Gregory RileyLPL Financial LLCM&T Securities, Inc.$10012-17-2013
Andrew James SwartwoutLPL Financial LLCM&T Securities, Inc.$15011-10-2017

Showing 1 to 24 of 24 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.