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

Results filtered by


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
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Showing 201 to 225 of 3,402 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.


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