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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Timothy Jay WoodsLPL Financial LLCAmeriprise Financial Services, Inc.11-04-2019
Wade T CardonLPL Financial LLCAmeriprise Financial Services, Inc.$80004-25-2019
Martial Camille MartinoniLPL Financial LLCAmeriprise Financial Services, Inc.$95004-25-2019
Andrew Dale GaberLPL Financial LLCAmeriprise Financial Services, Inc.08-30-2018
James Paul LesniewskiLPL Financial LLCAmeriprise Financial Services, Inc.$50009-30-2016
John Michael Cartolano Jr.LPL Financial LLCAmeriprise Financial Services, Inc.$50009-26-2013
James Paul NorrisLPL Financial LLCAmeriprise Financial Services, Inc.$50009-26-2013
Zoe Rebekah AlexanderLPL Financial LLCAmeriprise Financial Services, Inc.06-03-2010
Brent A CattaniLPL Financial LLCAmeriprise Financial Services, Inc.$10010-22-2009
Jonathan Edward OsterkampLPL Financial LLCAmeriprise Financial Services, Inc.$10001-02-2009
Chris Michael HowardLPL Financial LLCAmfin Investment Services, Inc.$25003-10-2010
Sheila D HansenLPL Financial LLCAssociated Investment Services, Inc.$50003-06-2013
Martin David BeardLPL Financial LLCAvantax Investment Services, Inc.07-05-2018
Devin Scott WelchLPL Financial LLCAvantax Investment Services, Inc.$50012-04-2009
David Alan ColumbLPL Financial LLCB. C. Ziegler and Company$25001-02-2009
Gregory James WeigandLPL Financial LLCBanc of America Investment Services, Inc.$25003-26-2009
Thomas Andrew EbelLPL Financial LLCBancWest Investment Services, Inc.08-12-2011
Angela Dolores MelenovichLPL Financial LLCBBVA Securities Inc.03-18-2016
Bridgette Danby GavaganLPL Financial LLCBBVA Wealth Solutions Inc.$50002-10-2015
James Sam VaccaroLPL Financial LLCBMO Harris Financial Advisors, Inc.06-29-2018
Jason Mark KurtzLPL Financial LLCBOK Financial Securities, Inc.11-17-2015
Marcin UrbanowiczLPL Financial LLCCadaret, Grant & Co., Inc.$50008-13-2019
Mark Jay ValentineLPL Financial LLCCambridge Investment Research, Inc.$50008-25-2017
Steven Michael BanzhafLPL Financial LLCCambridge Investment Research, Inc.05-10-2016
Stephen Anthony MartenLPL Financial LLCCambridge Investment Research, Inc.$25008-24-2010
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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.