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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Krystian Leonard CiepluchaLPL Financial LLCLincoln Financial Advisors Corporation03-18-2020
Paul John CrawfordStrategic Wealth Advisors GroupLincoln Financial Advisors Corporation$1002-04-2020
Joel SheldonCrown Capital Securities, L.P.Lincoln Financial Advisors Corporation01-24-2020
Daniel Scott GianopulosJ.P. Morgan Securities LLCLincoln Financial Advisors Corporation12-18-2019
Hunter Kevin RappleyeMML Investors Services, LLCLincoln Financial Advisors Corporation12-16-2019
Virgilio Benedicto Cristobal Jr.SagePoint Financial, Inc.Lincoln Financial Advisors Corporation08-12-2019
Rostam Kevon AtefiBelpointe Asset Management LLCLincoln Financial Advisors Corporation06-19-2019
Jeffrey Scott MortensonLPL Financial LLCLincoln Financial Advisors Corporation$2505-14-2019
James Edward MohrLPL Financial LLCLincoln Financial Advisors Corporation$10005-10-2019
Timothy Harry RiisIntegrated Wealth Concepts LLCLincoln Financial Advisors Corporation$5005-10-2019
Michael James MohrIntegrated Wealth Concepts LLCLincoln Financial Advisors Corporation05-10-2019
Matthew Edward RobersonArete Wealth Management, LLCLincoln Financial Advisors Corporation$2505-03-2019
Scott Michael TerrySummit Wealth and Retirement PartnersLincoln Financial Advisors Corporation$2501-18-2019
Marisa Ofaolain JoelsonPerigon Wealth Management, LLCLincoln Financial Advisors Corporation09-14-2018
Scott A. StewartSecurian Financial Services, Inc.Lincoln Financial Advisors Corporation06-01-2018
Charles Ivan DowneyCentaurus Financial, Inc.Lincoln Financial Advisors Corporation$2505-11-2018
Cortland Luster GolightlyMutual Securities, Inc.Lincoln Financial Advisors Corporation04-27-2018
David Neil ChazinInsight Wealth Strategies, LLCLincoln Financial Advisors Corporation$25004-27-2018
Dragos GeorgescuInsight Wealth Strategies, LLCLincoln Financial Advisors Corporation$25004-27-2018
Donald R. McCloskeyMutual Securities, Inc.Lincoln Financial Advisors Corporation04-13-2018
Che Christis BaileyPersonal Capital Advisors CorporationLincoln Financial Advisors Corporation10-17-2017
Adrian ZuloagaWells Fargo Clearing Services, LLCLincoln Financial Advisors Corporation09-28-2017
Alexander Joseph VallesMerrill Lynch, Pierce, Fenner & Smith IncorporatedLincoln Financial Advisors Corporation07-18-2017
Gabriela N. Garcia CarrenoCitigroup Global Markets Inc.Lincoln Financial Advisors Corporation06-15-2017
Maureen MackowskiPurshe Kaplan Sterling InvestmentsLincoln Financial Advisors Corporation$5011-10-2016
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Showing 1 to 25 of 62 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.