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
Marc Alan LippincottUnited Planners' Financial Services of America A Limited PartnerMinistry Partners Securities, LLC04-15-2020
Michelle V. LippincottUnited Planners' Financial Services of America A Limited PartnerMinistry Partners Securities, LLC04-15-2020
Paul Edward HlodnickiUnited Planners' Financial Services of America A Limited PartnerWoodbury Financial Services, Inc.01-30-2020
John M. LynchUnited Planners' Financial Services of America A Limited PartnerWoodbury Financial Services, Inc.$2501-21-2020
Mark James MancellUnited Planners' Financial Services of America A Limited PartnerProEquities, Inc.01-16-2020
Perry Lee DiedeUnited Planners' Financial Services of America A Limited PartnerProEquities, Inc.01-16-2020
Susan Virginia StenzelUnited Planners' Financial Services of America A Limited PartnerProEquities, Inc.01-16-2020
Szablis Monique KleeUnited Planners' Financial Services of America A Limited PartnerProEquities, Inc.01-16-2020
Dana Christopher GrimsrudUnited Planners' Financial Services of America A Limited PartnerProEquities, Inc.01-16-2020
Jeffrey Thomas ZarlingUnited Planners' Financial Services of America A Limited PartnerProEquities, Inc.01-16-2020
Alexandra Michelle StantonUnited Planners' Financial Services of America A Limited PartnerProEquities, Inc.01-16-2020
Michael John MatuskaUnited Planners' Financial Services of America A Limited PartnerProEquities, Inc.01-16-2020
Robert Gregory WursterUnited Planners' Financial Services of America A Limited PartnerNext Financial Group, Inc.$2512-20-2019
Michael Patrick LoftusUnited Planners' Financial Services of America A Limited PartnerCambridge Investment Research, Inc.10-30-2019
Carroll Merediethe Adams Jr.United Planners' Financial Services of America A Limited PartnerNationwide Securities, LLC$23310-03-2019
John Gerard RogersUnited Planners' Financial Services of America A Limited PartnerNationwide Securities, LLC08-22-2019
Dirk Gregory DegrootUnited Planners' Financial Services of America A Limited PartnerCetera Advisors LLC08-05-2019
Michael Dennis WagnerUnited Planners' Financial Services of America A Limited PartnerVoya Investments Distributor, LLC05-24-2019
Alyse Nicole MullinsUnited Planners' Financial Services of America A Limited PartnerForesters Financial Services, Inc.01-22-2018
Dexter Leroy ThomasUnited Planners' Financial Services of America A Limited PartnerLPL Financial LLC$5011-30-2017
David Joseph ChalmersUnited Planners' Financial Services of America A Limited PartnerSummit Brokerage Services, Inc.$1010-13-2017
Robert Julian EscamilloUnited Planners' Financial Services of America A Limited PartnerWells Fargo Clearing Services, LLC01-20-2017
John Matthew RileyUnited Planners' Financial Services of America A Limited PartnerTrendency Capital Management, LLC12-07-2016
Robert Michael Mitchell Jr.United Planners' Financial Services of America A Limited PartnerSecurities America, Inc.11-28-2016
Evan M WeinzierlUnited Planners' Financial Services of America A Limited PartnerMetLife Securities Inc.08-31-2016
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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.