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
Gladys ElevadoStratos Wealth Partners, LtdLPL Financial LLC06-14-2019
Elias Moses HakimianCrystal Cove Asset ManagementLPL Financial LLC06-12-2019
Danny ZelayaJ.P. Morgan Securities LLCLPL Financial LLC05-02-2019
Adam Tyler BrownLitton FinancialLPL Financial LLC04-30-2019
Joseph Pierpont MorganCWM, LLCLPL Financial LLC$2504-15-2019
Daniel Benjamin-Moshe TouserkaniFarmers Financial Solutions, LLCLPL Financial LLC04-02-2019
Michael Taylor HarvillGlobal Retirement Partners LLCLPL Financial LLC$2504-01-2019
Carolanne Marie ChavanneDynamic Wealth AdvisorsLPL Financial LLC$10003-29-2019
Martin D StandishTowneley Capital Management, Inc.LPL Financial LLC03-27-2019
Mohammed Safieddine AyalaU.S. Bancorp Investments, Inc.LPL Financial LLC03-14-2019
Dennis Michael Percell JrMerrill Lynch, Pierce, Fenner & Smith IncorporatedLPL Financial LLC01-15-2019
Damon Curtis SimpsonMutual Advisors, LLCLPL Financial LLC01-07-2019
Sean Mitchell CiemiewiczTriad Advisors LLCLPL Financial LLC$26501-02-2019
Evan Greggory LavoieLincoln Financial Advisors CorporationLPL Financial LLC12-17-2018
Joel Patrick ShomakerResources Investment AdvisorsLPL Financial LLC$1,00012-04-2018
Michael Joseph CastnerResources Investment AdvisorsLPL Financial LLC$5012-03-2018
Gary Scott JosephsResources Investment AdvisorsLPL Financial LLC$15012-03-2018
Michael T GoddardResources Investment AdvisorsLPL Financial LLC12-03-2018
Amir ArbabiResources Investment AdvisorsLPL Financial LLC12-03-2018
Jahn Christopher CotyPruco Securities, LLC.LPL Financial LLC11-21-2018
Bill Hastie Haley HitchmanCommonwealth Financial NetworkLPL Financial LLC$22811-01-2018
Wayne Eric GreenoughGlobal Retirement Partners LLCLPL Financial LLC$5010-16-2018
Sally HarrisStifel, Nicolaus & Company, IncorporatedLPL Financial LLC$4309-25-2018
Sarah Palmer HarrisStifel, Nicolaus & Company, IncorporatedLPL Financial LLC09-25-2018
David Martin BullockEdward JonesLPL Financial LLC09-14-2018
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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.