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
Aaron Cornelius MabonCommonwealth Financial NetworkLPL Financial LLC11-15-2012
Adrienne M. MedlinPNC InvestmentsLPL Financial LLC11-30-2012
Alfred Lee DinglerQuestar Capital CorporationLPL Financial LLC$2511-11-2011
Allen Paul Petway Jr.Raymond James Financial Services, Inc.LPL Financial LLC$2501-15-2016
Andrew J. ToeringQM Advisors LLCLPL Financial LLC11-08-2019
Andrew Robert PerryPersonal Capital Advisors CorporationLPL Financial LLC03-20-2019
Angela Rene RehkopGeneos Wealth Management, Inc.LPL Financial LLC$17107-24-2018
Barbara Ann GuidryFifth Third Securities, Inc.LPL Financial LLC02-06-2014
Benjamin Andrew SithensCetera Advisor Networks LLCLPL Financial LLC07-11-2017
Brandon Preston LongBCG Securities, Inc.LPL Financial LLC12-09-2014
Brian Jaromir MarekMerrill Lynch, Pierce, Fenner & Smith IncorporatedLPL Financial LLC12-23-2016
Brian Patrick CranfordLegend Equities CorporationLPL Financial LLC05-09-2014
Bruce Michael TuckeyFSC Securities CorporationLPL Financial LLC04-25-2019
Casey Dominic SullivanTriad Advisors LLCLPL Financial LLC04-20-2009
Casey M. ArundelMerrill Lynch, Pierce, Fenner & Smith IncorporatedLPL Financial LLC02-05-2014
Charles Michael BarkerRaymond James Financial Services, Inc.LPL Financial LLC$5001-15-2016
Christopher J CrockPNC InvestmentsLPL Financial LLC02-19-2015
Christopher S. LawsBCG Securities, Inc.LPL Financial LLC$2512-09-2014
Christopher Scott StallingsKestra Investment Services, LLCLPL Financial LLC08-06-2019
Danny Scott HoodBCG Securities, Inc.LPL Financial LLC12-11-2014
David C. GuillebeauWells Fargo Clearing Services, LLCLPL Financial LLC08-15-2011
David Mark GarnerDempsey Lord Smith, LLCLPL Financial LLC06-22-2015
David Patrick LeathersInvestors Capital Corp.LPL Financial LLC$5012-05-2014
David Yancey Millican IVTriad Advisors LLCLPL Financial LLC$38507-27-2009
Donald Lee McDonaldTriad Advisors LLCLPL Financial LLC10-07-2014
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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.