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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Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Rodney Wayne SimpsonFirst Command Brokerage Services, Inc.Lincoln Financial Advisors Corporation07-15-2019
Stephen Alan MenkeCambridge Investment Research, Inc.Lincoln Financial Advisors Corporation10-26-2012
Ray Darby Evans JrCommonwealth Financial NetworkLincoln Financial Advisors Corporation$10005-11-2012
James Alan StanziolaCommonwealth Financial NetworkLincoln Financial Advisors Corporation$5005-11-2012
Timothy Blaine DiSetteCommonwealth Financial NetworkLincoln Financial Advisors Corporation$5005-11-2012
David Gregory PacerCommonwealth Financial NetworkLincoln Financial Advisors Corporation05-11-2012

Showing 1 to 6 of 6 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.