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
Alison Jane LayneLincoln Financial Advisors CorporationLincoln Financial Advisors Corporation05-07-2019
Christopher Edward DoldCambridge Investment Research, Inc.Lincoln Financial Advisors Corporation$1501-27-2017
Stephen D. DoldCambridge Investment Research, Inc.Lincoln Financial Advisors Corporation01-27-2017
Jacob A. SchmidtRoyal Alliance Associates, Inc.Lincoln Financial Advisors Corporation01-08-2015
Jason Dimitri NicoloffWells Fargo Advisors Financial Network, LLCLincoln Financial Advisors Corporation09-20-2013
Jackie Nicole MeyerFifth Third Securities, Inc.Lincoln Financial Advisors Corporation$1001-28-2013
Erin Lee MuttonRaymond James Financial Services, Inc.Lincoln Financial Advisors Corporation09-20-2012
Kelly Dwain ClevengerPhillips FinancialLincoln Financial Advisors Corporation08-01-2011
Michael Patrick CahillMML Investors Services, LLCLincoln Financial Advisors Corporation02-01-2010

Showing 1 to 9 of 9 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.