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
Richard Erwin MeyerLPL Financial LLCKMS Financial Services, Inc.$10005-11-2020
Gregory Samuel MeyerLPL Financial LLCKMS Financial Services, Inc.05-11-2020
Ronald Martin HydeLPL Financial LLCSecurities America, Inc.03-30-2020
Christian Lee BeckLPL Financial LLCCharles Schwab & Co., Inc.02-21-2020
Emily Rose McDonaldLPL Financial LLCSecurities America, Inc.$25001-15-2020
Gregory Jan KrpalekLPL Financial LLCSagePoint Financial, Inc.$10001-03-2020
Craig E. LewellingLPL Financial LLCSagePoint Financial, Inc.$5001-03-2020
Dennis David KarjalaLPL Financial LLCWells Fargo Advisors Financial Network, LLC12-18-2019
Steven Lea TuchschererLPL Financial LLCAvantax Investment Services, Inc.11-20-2019
Robert Foster KransbergerLPL Financial LLCAmeriprise Financial Services, LLC11-01-2019
Grant MoultonLPL Financial LLCKey Investment Services LLC10-03-2019
Brandon Maxine WilliamsLPL Financial LLCForesters Financial Services, Inc.10-02-2019
Matthew Tyler BeckLPL Financial LLCStifel, Nicolaus & Company, Incorporated09-13-2019
Thomas George DelaneyLPL Financial LLCWaddell & Reed08-28-2019
Gaelynne Joy LinfootLPL Financial LLCLiberty Capital Investment Corporation$2508-01-2019
Kenton Andrew HauxwellLPL Financial LLCRaymond James Financial Services, Inc.$5007-15-2019
Nathan Peter GraffLPL Financial LLCWells Fargo Clearing Services, LLC07-01-2019
Susan Helen PerryLPL Financial LLCForesters Financial Services, Inc.$5003-29-2019
Angelica E. HolcombeLPL Financial LLCForesters Financial Services, Inc.03-29-2019
Kalin Virginia RooneyLPL Financial LLCForesters Financial Services, Inc.03-29-2019
Sierra Melody SwidrakLPL Financial LLCForesters Financial Services, Inc.03-29-2019
Davis Alika SiligaLPL Financial LLCForesters Financial Services, Inc.03-29-2019
Raymond James AlbanoLPL Financial LLCD.A. Davidson & Co.03-21-2019
Richard Joseph FisherLPL Financial LLCD.A. Davidson & Co.03-20-2019
Zachary Stephen GrabowskiLPL Financial LLCWells Fargo Clearing Services, LLC$1,00003-14-2019
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Showing 1 to 25 of 150 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.