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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Charlsie AshlockColumn Capital Advisors, LLCBKD Wealth Advisors, LLC12-04-2018
Mychal Vashon EaglesonAn Exceptional Life Financial, LLCBKD Wealth Advisors, LLC06-28-2017
Gregory Allen MoerchenQBOX Fiduciary Solutions, LLCBKM Wealth Management Group LLC04-29-2013
Joseph Paul ZabratanskiDonaldson Capital Management LLCBMO Capital Markets GKST Inc.02-24-2012
Matthew Bryan HarveyWoodbury Financial Services, Inc.BMO Harris Financial Advisors, Inc.$2503-02-2020
Richard Allen BieleckiAmeriprise Financial Services, LLCBMO Harris Financial Advisors, Inc.$2502-14-2020
Kelley Ann MaguireAmeriprise Financial Services, LLCBMO Harris Financial Advisors, Inc.01-09-2020
Justin Ernest RichEdward JonesBMO Harris Financial Advisors, Inc.06-19-2019
Bethany YoungsJ.P. Morgan Securities LLCBMO Harris Financial Advisors, Inc.12-14-2018
Gregory Lewis VayhingerPNC InvestmentsBMO Harris Financial Advisors, Inc.11-14-2018
Donna C CaprettiFifth Third Securities, Inc.BMO Harris Financial Advisors, Inc.03-22-2018
Derek A NicklesonEdward JonesBMO Harris Financial Advisors, Inc.02-12-2018
Susan Michelle JannGoelzer Investment ManagementBMO Harris Financial Advisors, Inc.06-03-2016
Matthew Garry RinglerLakeland Investment Advisors, LLC.BMO Harris Financial Advisors, Inc.09-21-2011
Greg William WinterThurston Springer FinancialBroad Street Capital Markets, LLC09-07-2017
James Robert Endicott JrThurston Springer FinancialBroad Street Capital Markets, LLC09-07-2017
Linda K BrouilletteInfinex Investments, Inc.Broker Dealer Financial Services Corp.10-11-2018
Anne Marie MolterInfinex Investments, Inc.Broker Dealer Financial Services Corp.10-11-2018
Scott Dale CarmonyLPL Financial LLCBroker Dealer Financial Services Corp.10-11-2018
Morgan Olivia MatsonEdward JonesBroker Dealer Financial Services Corp.03-20-2017
Robert Hall LanePruco Securities, LLC.Brokers International Financial Services, LLC.05-17-2019
William Paul Evans IiiCapital Advisor Network, LLCBrookstone Capital Management LLC08-24-2018
Gregory Brian VanwinkleSB Advisory, LLCCabot Lodge Securities LLC09-30-2019
Thomas James Varga JrLPL Financial LLCCadaret, Grant & Co., Inc.$5009-26-2019
Christopher Thomas VargaLPL Financial LLCCadaret, Grant & Co., Inc.09-26-2019
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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.