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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alda Maria GoncalvesLincoln Financial Advisors CorporationPrudential Investment Management Services LLC01-09-2020
Kenneth David ManginiLincoln Financial Advisors CorporationVoya Financial Partners, LLC01-07-2020
Neil Anthony GunterLincoln Financial Advisors CorporationVALIC Financial Advisors, Inc.08-19-2019
Angela Elizabeth Roxawn Faridnia-BrummLincoln Financial Advisors CorporationVanguard Marketing Corporation08-15-2019
Jayme S. SchwartzenburgLincoln Financial Advisors CorporationNorthwestern Mutual Investment Services, LLC07-31-2019
Alison Jane LayneLincoln Financial Advisors CorporationLincoln Financial Advisors Corporation05-07-2019
Michelle Lynn WoodLincoln Financial Advisors CorporationLPL Financial LLC$5001-07-2019
Anne Marie CappelLincoln Financial Advisors CorporationGWFS Equities, Inc.11-05-2018
Valerie Josephine StrangeLincoln Financial Advisors CorporationMoney Concepts Capital Corp$2510-09-2018
Richard Thomas MichalkoLincoln Financial Advisors CorporationGWFS Equities, Inc.08-31-2018
Dawn Marie MazzolaLincoln Financial Advisors CorporationVoya Financial Advisors, Inc.08-24-2018
Angelic HaligaLincoln Financial Advisors CorporationGWFS Equities, Inc.07-19-2018
Stacy Jean BrueggenLincoln Financial Advisors CorporationNorthwestern Mutual Investment Services, LLC06-25-2018
Connor J. WiesnerLincoln Financial Advisors CorporationWells Fargo Funds Distributor, LLC06-05-2018
Wilfred Clay HaseltonLincoln Financial Advisors CorporationVALIC Financial Advisors, Inc.06-04-2018
Nicholas Anthony AdamsLincoln Financial Advisors CorporationVALIC Financial Advisors, Inc.06-04-2018
Roberto Leonardo MolinaLincoln Financial Advisors CorporationVALIC Financial Advisors, Inc.05-03-2018
Laura Ann ShawLincoln Financial Advisors CorporationRaymond James & Associates, Inc.11-30-2017
Stephen Andrew FarmerLincoln Financial Advisors CorporationTransamerica Investors Securities Corporation09-20-2017
Darren Scott MorganLincoln Financial Advisors CorporationNewport Group Securities, Inc.05-24-2017
Amy Mckie StanleyLincoln Financial Advisors CorporationTransamerica Investors Securities Corporation05-10-2017
Kirk Russell PekrulLincoln Financial Advisors CorporationTransamerica Investors Securities Corporation05-08-2017
Rayna Leigh HolmbergLincoln Financial Advisors CorporationTransamerica Investors Securities Corporation04-27-2017
Brian Allen SimmsLincoln Financial Advisors CorporationVoya Financial Advisors, Inc.04-21-2017
Dennis Martin BauernschubLincoln Financial Advisors CorporationFounders Financial Securities LLC04-17-2017
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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.