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
Barbara Jean McCallLPL Financial LLCSecurities America, Inc.05-04-2020
Todd William SivakLPL Financial LLCMML Investors Services, LLC04-17-2020
Jeremy WenzlowLPL Financial LLCMML Investors Services, LLC04-17-2020
Micah R SchroederLPL Financial LLCMML Investors Services, LLC04-17-2020
Melissa Jacquelyn OlsonLPL Financial LLCU.S. Bancorp Investments, Inc.03-10-2020
Shannon Christy ForemanLPL Financial LLCBMO Harris Financial Advisors, Inc.$15001-24-2020
Cody George MaresLPL Financial LLCAmeriprise Financial Services, LLC$5001-03-2020
Samuel Dewey Sigler Jr.LPL Financial LLCAmeriprise Financial Services, LLC$10001-03-2020
Brent Andrew MaresLPL Financial LLCAmeriprise Financial Services, LLC$10001-03-2020
Timothy Sean FreyLPL Financial LLCSagePoint Financial, Inc.01-02-2020
Kim Patrick LoewerLPL Financial LLCSagePoint Financial, Inc.$5012-13-2019
Leonard David LacoutureLPL Financial LLCMoney Concepts Capital Corp11-22-2019
Gary Lee MandellLPL Financial LLCFSC Securities Corporation$5011-18-2019
Steven Joseph SchoederLPL Financial LLCHornor, Townsend & Kent, LLC11-18-2019
Janell Marie SemrowLPL Financial LLCCetera Advisor Networks LLC$2510-31-2019
Ted Andrew MatuszakLPL Financial LLCAmeriprise Financial Services, LLC$5010-07-2019
Terrie AmundsonLPL Financial LLCWells Fargo Clearing Services, LLC$2510-02-2019
David Jerome JacksonLPL Financial LLCWaddell & Reed09-20-2019
Bridget Valexa JacksonLPL Financial LLCWaddell & Reed09-20-2019
Amanda Erin CampbellLPL Financial LLCWaddell & Reed09-20-2019
Jeffrey Allan RodgersLPL Financial LLCJames T. Borello & Co.08-02-2019
Gerald Gene SchuelkeLPL Financial LLCNorthwestern Mutual Investment Services, LLC$2507-26-2019
Christopher Edward MarshallLPL Financial LLCBlack Creek Capital Markets, LLC07-19-2019
Kelly J FranceLPL Financial LLCU.S. Bancorp Investments, Inc.07-17-2019
Frank Mathew BriskiLPL Financial LLCPackerland Brokerage Services, Inc.06-20-2019
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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.