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
Tyler Matthew DemgeLincoln Financial Advisors CorporationTransamerica Investors Securities Corporation06-04-2018
Stephen Andrew FarmerLincoln Financial Advisors CorporationTransamerica Investors Securities Corporation09-20-2017
Rayna Leigh HolmbergLincoln Financial Advisors CorporationTransamerica Investors Securities Corporation04-27-2017
Michelle Lynn WoodLincoln Financial Advisors CorporationTransamerica Investors Securities Corporation$10004-09-2017
Liliana Maria ZarateLincoln Financial Advisors CorporationTransamerica Investors Securities Corporation05-05-2016
Kirk Russell PekrulLincoln Financial Advisors CorporationTransamerica Investors Securities Corporation05-08-2017
John Paul KilloyLincoln Financial Advisors CorporationTransamerica Investors Securities Corporation$20008-18-2016
Jeffrey Todd BrewerLincoln Financial Advisors CorporationTransamerica Investors Securities Corporation08-29-2017
Deborah Wells TuckerLincoln Financial Advisors CorporationTransamerica Investors Securities Corporation01-27-2015
Amy Mckie StanleyLincoln Financial Advisors CorporationTransamerica Investors Securities Corporation05-10-2017

Showing 1 to 10 of 10 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.