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
Alexis Jill HowardKey Investment Services LLCLPL Financial LLC12-12-2018
Michael Lewis VanderhoffCetera Advisor Networks LLCLPL Financial LLC04-03-2018
Michael Lewis VanderhoffLPL Financial LLCLPL Financial LLC12-15-2016
Thomas David Turner Jr.Pensionmark Financial Group, LLCLPL Financial LLC10-23-2015
Ryan Kent LeeNorthwestern Mutual Investment Services, LLCLPL Financial LLC10-02-2015
Eric Joseph KiblenPurshe Kaplan Sterling InvestmentsLPL Financial LLC08-05-2015
John Douglas MillerMML Investors Services, LLCLPL Financial LLC06-24-2015
Michael Jackson ThomasCetera Investment Services LLCLPL Financial LLC03-10-2015
Ronald C. DenovaCetera Investment Services LLCLPL Financial LLC03-01-2015
Kenneth Robert WoodEdward JonesLPL Financial LLC10-20-2014
Mary A WalkerCommonwealth Financial NetworkLPL Financial LLC07-25-2011
Jerry Wilson ThewCentaurus Financial, Inc.LPL Financial LLC05-25-2011
Judith L BranchMerrill Lynch, Pierce, Fenner & Smith IncorporatedLPL Financial LLC01-19-2010
Branko TeodorovicIndependent Financial Group, LLCLPL Financial LLC$1008-08-2016
Patrick Harry Freeman Jr.Cetera Investment Services LLCLPL Financial LLC$1003-01-2015
Terry L. GroomCambridge Investment Research, Inc.LPL Financial LLC$1008-07-2014
Renita Eileen LeeFintegra, LLCLPL Financial LLC$1004-16-2013
Jacob Eli MurrayWaddell & ReedLPL Financial LLC$1009-01-2011
Kevin Daniel SchroederLPL Financial LLCLPL Financial LLC$1010-05-2010
Connie Marie EshelmanKestra Investment Services, LLCLPL Financial LLC$1509-01-2017
Ryan Lee SkinnerElite Financial, Inc.LPL Financial LLC$1604-21-2017
Terry Lynn MortonParkland Securities, LLCLPL Financial LLC$4105-05-2017
Craig Thomas VerdiCommonwealth Financial NetworkLPL Financial LLC$5007-25-2011
John William GottschallCommonwealth Financial NetworkLPL Financial LLC$10007-25-2011

Showing 1 to 24 of 24 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. 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.