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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael Thomas MeehanLPL Financial LLCLincoln Financial Advisors Corporation$2505-20-2020
David Aaron MartinFidelity Personal and Workplace AdvisorsFidelity Personal and Workplace Advisors05-01-2020
Staci Bagwell BennettLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated04-13-2020
Timothy Todd EhlersThe O.N. Equity Sales CompanyHornor, Townsend & Kent, LLC04-08-2020
Gina Maria CarranoPeople's Securities, Inc.Infinex Investments, Inc.04-06-2020
Andrew Edward JanfazaJ.P. Morgan Securities LLCNeuberger Berman BD LLC$15004-03-2020
Rachel DionnePeople's Securities, Inc.Infinex Investments, Inc.04-03-2020
Gretchen Mary Stranch-CotePeople's Securities, Inc.Infinex Investments, Inc.04-02-2020
Ngan Tu WedemeierCitizens Securities, Inc.Ameriprise Financial Services, LLC03-30-2020
Matthew Russell LandonLPL Financial LLCCommonwealth Financial Network03-30-2020
Kevin Dewitt McFarlandCharles Schwab & Co., Inc.Edward Jones03-27-2020
Edward Francis VaheyCitizens Securities, Inc.AXA Advisors, LLC03-24-2020
Hazel Elizabeth DurandMerrill Lynch, Pierce, Fenner & Smith IncorporatedNationwide Investment Services Corporation03-24-2020
Michael Jozef OrszulakRaymond James Financial Services, Inc.Infinex Investments, Inc.03-20-2020
Heather Lee HerseyCitizens Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-13-2020
Kellie Dianne JacquesAmeriprise Financial Services, LLCWells Fargo Clearing Services, LLC03-13-2020
Michael Aloysious Guthrie IVNorthwestern Mutual Investment Services, LLCCitizens Securities, Inc.03-13-2020
Geoffrey MishkinThe O.N. Equity Sales CompanyHornor, Townsend & Kent, LLC03-12-2020
Bruce William Burgess Jr.J.P. Morgan Securities LLCPark Avenue Securities LLC03-11-2020
Alexander Francis CastrichiniTriad Advisors LLCBlackRock Investments, LLC03-11-2020
Ryan James WolfsbergMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services, Inc.03-11-2020
William E MontagueMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC03-09-2020
Carole Elizabeth BolducLPL Financial LLCCommonwealth Financial Network03-06-2020
Allison Elizabeth LearySecurities America, Inc.Morgan Stanley03-06-2020
Gonzalo CanelasBolton Global CapitalMorgan Stanley03-05-2020
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Showing 1 to 25 of 4,589 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.