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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jason Matthew KirkeLPL Financial LLCINVEST Financial Corporation$3702-14-2018
Joel Cameron MagruderLPL Financial LLCINVEST Financial Corporation$2502-14-2018
Kyle R. PieperLPL Financial LLCINVEST Financial Corporation02-14-2018
Lucus Meline ScottLPL Financial LLCINVEST Financial Corporation02-14-2018
Sybil Lee PoageSorrento Pacific Financial, LLCINVEST Financial Corporation12-15-2017
Brooke Lea BowieCUNA Brokerage Services, Inc.INVEST Financial Corporation03-23-2017
Joshua Daniel ClokeJ.W. Cole Financial, Inc.INVEST Financial Corporation04-19-2016
Thomas Jeffrey LopezCambridge Investment Research, Inc.INVEST Financial Corporation12-11-2014
Louis William LeskoskyCambridge Investment Research, Inc.INVEST Financial Corporation01-15-2013
Dennis Lee MarkwayIron Horse Wealth Management, LLCINVEST Financial Corporation08-13-2012

Showing 1 to 10 of 10 entries

Page 1

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.


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 It'll help us continue to serve you.

Yes, show me how to whitelist

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