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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Kathie Herbst OkunLincoln Financial Advisors CorporationHornor, Townsend & Kent, LLC$1704-07-2017
Stuart F. GrayLincoln Financial Advisors CorporationHornor, Townsend & Kent, LLC04-07-2017
Ian David WeisserLincoln Financial Advisors CorporationHornor, Townsend & Kent, LLC$7304-03-2017
Armando Joseph DiferdinandoLincoln Financial Advisors CorporationHornor, Townsend & Kent, LLC08-16-2013
Harry Marc RouzeauLincoln Financial Advisors CorporationHornor, Townsend & Kent, LLC12-11-2012
George Anthony Schmidt Jr.Lincoln Financial Advisors CorporationHornor, Townsend & Kent, LLC07-25-2012
Eric Stephen SchmidtLincoln Financial Advisors CorporationHornor, Townsend & Kent, LLC07-16-2012
David Frank GerkenLincoln Financial Advisors CorporationHornor, Townsend & Kent, LLC11-03-2011
Craig Eugene MoruzziLincoln Financial Advisors CorporationHornor, Townsend & Kent, LLC09-01-2011
George MoudedLincoln Financial Advisors CorporationHornor, Townsend & Kent, LLC08-23-2011
Marion Jane OtminskiLincoln Financial Advisors CorporationHornor, Townsend & Kent, LLC12-10-2010
Thomas Reith ZadekLincoln Financial Advisors CorporationHornor, Townsend & Kent, LLC09-13-2010
Herbert George HummelLincoln Financial Advisors CorporationHornor, Townsend & Kent, LLC07-16-2010
Anthony John Damiano Jr.Lincoln Financial Advisors CorporationHornor, Townsend & Kent, LLC05-18-2010
Boris Barnett FoustLincoln Financial Advisors CorporationHornor, Townsend & Kent, LLC05-11-2010
Salem Louis KouriLincoln Financial Advisors CorporationHornor, Townsend & Kent, LLC02-04-2010
Guy Franklin Alford IIILincoln Financial Advisors CorporationHornor, Townsend & Kent, LLC08-31-2009
Chad Michael AlevrasLincoln Financial Advisors CorporationHornor, Townsend & Kent, LLC08-28-2009
Stanette Hayes RobinsonLincoln Financial Advisors CorporationHornor, Townsend & Kent, LLC08-25-2009
Joseph O. ReimelsLincoln Financial Advisors CorporationHornor, Townsend & Kent, LLC05-29-2009
Alfred Franklin AppleLincoln Financial Advisors CorporationHornor, Townsend & Kent, LLC04-14-2009
Richard John Pinola Jr.Lincoln Financial Advisors CorporationHornor, Townsend & Kent, LLC03-02-2009
James Bernard CowanLincoln Financial Advisors CorporationHornor, Townsend & Kent, LLC02-05-2009
Dorothy Ann AllenLincoln Financial Advisors CorporationHornor, Townsend & Kent, LLC02-05-2009
Michael Arthur McLaughlinLincoln Financial Advisors CorporationHornor, Townsend & Kent, LLC$10001-26-2009

Showing 1 to 25 of 25 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.

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