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
Ben R Roland GegenheimerMorgan StanleyIng Direct Investing, Inc.07-20-2017
Collin Rene DauteriveParish Investment Advisors LLCIng Direct Investing, Inc.11-15-2016
Ashley C. MahnerCetera Investment Services LLCIng Direct Investing, Inc.04-25-2016
Edward Hunter ColeLPL Financial LLCIng Direct Investing, Inc.02-12-2016
Jonathan Franz SmithLPL Financial LLCIng Direct Investing, Inc.01-26-2016
Paul Everling PursleyLPL Financial LLCIng Direct Investing, Inc.01-21-2016
Robert B. LavilleLPL Financial LLCIng Direct Investing, Inc.12-22-2015
Brett Matthew HainsLPL Financial LLCIng Direct Investing, Inc.12-15-2015
Jamie Lynn Lynn BabineauxLPL Financial LLCIng Direct Investing, Inc.12-15-2015
Michael Lance MayeuxLPL Financial LLCIng Direct Investing, Inc.12-10-2015
Ryan Rene GillLPL Financial LLCIng Direct Investing, Inc.12-02-2015
Casey Lee Wayne RobersonLPL Financial LLCIng Direct Investing, Inc.12-02-2015
Troy Matthew ToupsLPL Financial LLCIng Direct Investing, Inc.11-17-2015
Steven Wade FanguyLPL Financial LLCIng Direct Investing, Inc.11-17-2015
Stephen Joseph KernionStratos Wealth Partners, LtdIng Direct Investing, Inc.11-11-2015
William Claiborne Perrilliat IIILPL Financial LLCIng Direct Investing, Inc.11-10-2015
Clay Parker KearneyStratos Wealth Partners, LtdIng Direct Investing, Inc.09-15-2015
Roy Golding Spinks Jr.LPL Financial LLCIng Direct Investing, Inc.09-08-2015
John Delaney FosterCetera Investment Services LLCIng Direct Investing, Inc.06-03-2015
Rick Edward Schenck Sr.LPL Financial LLCIng Direct Investing, Inc.04-30-2015
Jarrod P LegeLPL Financial LLCIng Direct Investing, Inc.01-29-2015
Brandon Joseph LeblancLPL Financial LLCIng Direct Investing, Inc.$1012-02-2015
Paul Vincent SaltaformaggioLPL Financial LLCIng Direct Investing, Inc.$10001-26-2016
Sean Patrick LaughlinLPL Financial LLCIng Direct Investing, Inc.$15007-08-2016
Harlan D. HughesLPL Financial LLCIng Direct Investing, Inc.$25806-15-2017

Showing 1 to 25 of 25 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.