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

Results filtered by

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Robert Franklin PiersonPierson Wealth ManagementRaymond James & Associates, Inc.04-16-2018
Shirla Jo DemoreNext Financial Group, Inc.Ameritas Investment Corp.04-16-2018
Caleb Charles HufstetlerWells Fargo Clearing Services, LLCVALIC Financial Advisors, Inc.04-11-2018
Deshunnon Luian ThomasJoyn Advisors, Inc.Synovus Securities, Inc.04-10-2018
John Steven MasinkoCUSO Financial Services, L.P.LPL Financial LLC$10004-05-2018
Taylor Bradley HessMerrill Lynch, Pierce, Fenner & Smith IncorporatedE*TRADE Securities LLC04-03-2018
Lara Christine BoydMorgan StanleyJoyn Advisors, Inc.04-02-2018
Brian Alexander CarterPierson Wealth ManagementRaymond James & Associates, Inc.03-29-2018
Chris KohneTriad AdvisorsLincoln Financial$10003-29-2018
Lydia Depue MooreSound View Wealth Advisors, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-28-2018
Melissa K BouchillonSound View Wealth Advisors, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-28-2018
Oscar Emerson Ham IIISound View Wealth Advisors, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-28-2018
Heather Lynn FergusonRaymond James Financial Services, Inc.Stifel, Nicolaus & Company, Incorporated$5003-27-2018
Vanessa J StevensMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmeriprise Financial Services, Inc.03-27-2018
Dwight Daxon LangleyVickery Langley Wealth Management, LLCVickery Financial Services, Inc.03-26-2018
Jason Kurt MickoolIFS SecuritiesPurshe Kaplan Sterling Investments03-26-2018
Kelly Bouchillon, Melissa Bouchillon, Emerson Ham, Edward AmbroseSound View Wealth AdvisorsBank of America Merrill Lynch$1,00003-26-2018
Kevin Patrick BourkeMerrill Lynch, Pierce, Fenner & Smith IncorporatedBessemer Investor Services, Inc.03-22-2018
Christy Leone MorrisonRBC Capital Markets, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$2503-21-2018
John Angelo MorabitoRBC Capital Markets, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5003-21-2018
Marc Harold SlavnyCentaurus Financial, Inc.Summit Brokerage Services, Inc.03-16-2018
Stephen David TracyIFS SecuritiesEdward Jones$5003-15-2018
Robert Stephens BlairCapital Investment Group, Inc.ProEquities, Inc.$5003-08-2018
Erin Michele JonesFinTrust Brokerage Services, LLCSilver Oak Securities, Incorporated$50003-07-2018
Willard A. Phillips Jr.LPL Financial LLCWells Fargo Clearing Services, LLC$103-05-2018
« Previous PageNext Page »

Showing 201 to 225 of 3,402 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.