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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Marcella C. MartinezLincoln Financial Advisors CorporationJ.P. Morgan Securities LLC11-16-2016
Chelsea M. ZilingerLincoln Financial Advisors CorporationAXA Advisors, LLC08-11-2016
John L. NordstromLincoln Financial Advisors CorporationMetLife Securities Inc.10-14-2015
Richard Joseph Augustine Sr.Lincoln Financial Advisors CorporationAllied Beacon Partners, Inc.02-07-2012
Crystal Marie KretschmerLincoln Financial Advisors CorporationNorthwestern Mutual Investment Services, LLC08-31-2009
Paul Austin SchuringLincoln Financial Advisors CorporationU.S. Bancorp Investments, Inc.$10006-28-2019
Rick Scott ShapiroLincoln Financial Advisors CorporationAXA Advisors, LLC$10012-07-2018
Terrence Allen NewmanLincoln Financial Advisors CorporationU.S. Bancorp Investments, Inc.$10006-22-2018
Perry Scott MeyersLincoln Financial Advisors CorporationWilliam Blair$10011-02-2012
Steve M. KoziolLincoln Financial Advisors CorporationSignator Investors, Inc.$10004-30-2012
George H CiszewskiLincoln Financial Advisors CorporationOneAmerica Securities, Inc.$10005-07-2010
David Alan Stachowiak Sr.Lincoln Financial Advisors CorporationWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$25009-13-2019
Keith Charles PiscitelloLincoln Financial Advisors CorporationWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$25011-02-2018
Charles Bernard Poindexter IILincoln Financial Advisors CorporationWoodbury Financial Services, Inc.$50007-08-2019

Showing 1 to 14 of 14 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.