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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Evan Nathan RobinsonLincoln Financial Advisors CorporationEdward Jones02-12-2010
Michael Joseph LopataLincoln Financial Advisors CorporationAmeriprise Financial Services, Inc.04-05-2010
Daniel Franklin TannerLincoln Financial Advisors Corporation1st Global Capital Corp.$10009-23-2011
Cynthia Suzanne BrueckmanLincoln Financial Advisors CorporationRegister Financial Associates, Inc.06-07-2012
Harold Scott BraswellLincoln Financial Advisors CorporationVALIC Financial Advisors, Inc.$25009-20-2013
Charles Ferrell JenkinsLincoln Financial Advisors CorporationMorgan Stanley03-31-2014
Vladimir Anatoliy NikitenkoLincoln Financial Advisors CorporationScottrade, Inc.10-30-2014
Charles Michael MooreLincoln Financial Advisors CorporationVoya Financial Advisors, Inc.01-05-2015
Carl Mathews EllingtonLincoln Financial Advisors CorporationVoya Financial Advisors, Inc.$25012-23-2015
Mark Coolidge BoyerLincoln Financial Advisors CorporationSunTrust Investment Services, Inc.01-22-2016
John Cannon HydrickLincoln Financial Advisors CorporationMorgan Stanley$10006-02-2016
CHARLES ALBERT STRICKLANDLincoln Financial Advisors CorporationCetera Investment Services LLC12-23-2016

Showing 1 to 12 of 12 entries

Page 1

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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