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
Ladd Cameron McKittrickLPL Financial LLCEdward Jones01-23-2009
Jacob A Paltzer JrLPL Financial LLCWells Fargo Clearing Services, LLC$2504-03-2009
Brian Matthew ClarkLPL Financial LLCBanc of America Investment Services, Inc.04-09-2009
Christian Samuel DUrsoLPL Financial LLCWells Fargo Clearing Services, LLC05-07-2009
Corey Amadeus BeucusLPL Financial LLCU.S. Bancorp Investments, Inc.06-09-2009
Jeffrey Sean SavageLPL Financial LLCNext Financial Group, Inc.10-12-2009
Robert Bruce JackmanLPL Financial LLCWells Fargo Clearing Services, LLC$1,00010-19-2009
Jan James KleinLPL Financial LLCMorgan Stanley01-15-2010
Laura Elizabeth DuvallLPL Financial LLCUmpqua Investments, Inc.$5004-01-2010
Frederick Mitchell MagenheimerLPL Financial LLCPacific West Securities, Inc.05-10-2010
Jocelyn ServignatLPL Financial LLCTransamerica Financial Advisors, Inc06-11-2010
Kelly G HigginsLPL Financial LLCEdward Jones06-25-2010
Lizabeth Mara DurrellLPL Financial LLCAmeriprise Financial Services, LLC$2512-17-2010
Brian Kirby StallcopLPL Financial LLCEdward Jones$5004-21-2011
Tyler Coughlin SimonesLPL Financial LLCKMS Financial Services, Inc.$10008-18-2011
Travis L WithersLPL Financial LLCWells Fargo Clearing Services, LLC$5012-15-2011
Gary Anthony RichterLPL Financial LLCEdward Jones02-08-2012
Gary David AcheatelLPL Financial LLCRaymond James Financial Services Advisors, Inc$2504-05-2012
Corey Scott LevineLPL Financial LLCAmeriprise Financial Services, LLC04-05-2012
Allen Victor SchutzkyLPL Financial LLCSouth Valley Wealth Management06-21-2012
Andrew Irwin WrightLPL Financial LLCEdward Jones$2510-08-2012
Gregory Scott LesterLPL Financial LLCEdward Jones$2510-22-2012
Jeffrey Michael PisanLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10011-15-2012
Robert Lyndon BlackwellLPL Financial LLCEdward Jones$1,00012-07-2012
Geoffrey Denison LarocheLPL Financial LLCAmeriprise Financial Services, LLC$601-11-2013
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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.