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
Michele Mckenzie TeskeLincoln Financial Securities CorporationFirst Command Financial Planning, Inc.11-15-2019
Eric William RumbaughLincoln Financial Securities CorporationWaddell & Reed$11311-01-2019
Joseph Dale DoddsLincoln Financial Securities CorporationPrincipal Securities, Inc.10-31-2019
Christopher Darnell McfaddenLincoln Financial Securities CorporationAXA Advisors, LLC$10002-04-2019
Joel Espinal MariusLincoln Financial Securities CorporationAmeriprise Financial Services, Inc.$10002-01-2019
Lee Eric EdwardsLincoln Financial Securities CorporationCetera Financial Specialists LLC10-18-2018
Ledell JohnsonLincoln Financial Securities CorporationMML Investors Services, LLC08-31-2018
Steve Matthew WarrenLincoln Financial Securities CorporationMML Investors Services, LLC$10005-25-2018
Linsi Lee WalkerLincoln Financial Securities CorporationMorgan Stanley03-06-2018
Edward Owen MillerLincoln Financial Securities CorporationFirst Command Financial Planning, Inc.$25011-03-2017
Don Leroy DevensLincoln Financial Securities CorporationWaddell & Reed11-03-2017
Michael JimenezLincoln Financial Securities CorporationMML Investors Services, LLC09-08-2017
David Erle HairstonLincoln Financial Securities CorporationWFG Investments, Inc.$25009-05-2017
Myra Lynn SlaybaughLincoln Financial Securities CorporationFirst Command Financial Planning, Inc.$25002-03-2017
George Gomez Sr.Lincoln Financial Securities CorporationLPL Financial LLC$10012-23-2016
Raul Mendez Jr.Lincoln Financial Securities CorporationLPL Financial LLC$10012-07-2016
Thomas Lester MooreLincoln Financial Securities CorporationMetLife Securities Inc.$10009-30-2016
Michelle Renee SnyderLincoln Financial Securities CorporationFirst Command Financial Planning, Inc.$10007-12-2016
Robert David HillLincoln Financial Securities CorporationAllstate Financial Services, LLC07-11-2016
Donald B. ReillyLincoln Financial Securities CorporationMetLife Securities Inc.05-02-2016
Leopoldo Fidencio CastroLincoln Financial Securities CorporationMetLife Securities Inc.02-09-2016
Bruce Phillip BessnerLincoln Financial Securities CorporationMetLife Securities Inc.$25002-06-2016
Danny Windell WhisenantLincoln Financial Securities CorporationQuestar Capital Corporation05-29-2015
Richard W ReesLincoln Financial Securities CorporationTransamerica Financial Advisors, Inc$10005-15-2015
Yamara M BeckLincoln Financial Securities CorporationFirst Command Financial Planning, Inc.05-12-2014
Next Page »

Showing 1 to 25 of 38 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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