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
Howard Eliot GreensteinLPL Financial LLCInvestment Professionals, Inc.01-05-2009
Brian Paul AstorinoLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10001-06-2009
Jonathan Robert StearnsLPL Financial LLCEdward Jones$50001-27-2009
Brian Edward DohertyLPL Financial LLCAmeriprise Financial Services, Inc.02-04-2009
Harry Daniel MuscatelloLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$20002-12-2009
Brian M RuttleLPL Financial LLCLincoln Financial Securities Corporation02-18-2009
Joseph Michael MasielloLPL Financial LLCUBS Financial Services Inc.$10002-23-2009
Leonard Eric BurdLPL Financial LLCUBS Financial Services Inc.02-26-2009
Gerald Raphael DufaultLPL Financial LLCLincoln Financial Securities Corporation$10002-27-2009
David Michael OdonnellLPL Financial LLCLincoln Financial Securities Corporation$10002-27-2009
Michael John LemayLPL Financial LLCPrivate Wealth Management Group LLC02-27-2009
Diane Kay RuleLPL Financial LLCLincoln Financial Securities Corporation02-27-2009
Michael Scott ReiterLPL Financial LLCJ.P. Morgan Securities LLC$15003-03-2009
PEDRO MIGUEL SILVALPL Financial LLCLincoln Financial Securities Corporation$10003-10-2009
Thomas Eugene HitchcockLPL Financial LLCKestra Investment Services, LLC$10003-18-2009
John G WesleyLPL Financial LLCMorgan Stanley & Co. LLC$25003-26-2009
Daniel Kelly ClarkLPL Financial LLCLombard International Distribution Company04-01-2009
Louis M FleisherLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10004-06-2009
Brandon Milton HastingsLPL Financial LLCH&R Block Financial Advisors, Inc.04-17-2009
Randolph Robert NeumannLPL Financial LLCRaymond James Financial Services Advisors, Inc$50004-22-2009
Sarin Anoush BarsoumianLPL Financial LLCAmeriprise Financial Services, Inc.$10004-30-2009
Duane Edward JankaLPL Financial LLCEdward Jones$50005-01-2009
Timothy William QuillLPL Financial LLCFidelity Investments Institutional Services Company, Inc.05-04-2009
Evan A ThurmondLPL Financial LLCFifth Third Securities, Inc.$10005-06-2009
James Dana MurrayLPL Financial LLCCitigroup Global Markets Inc.$10005-14-2009
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Showing 1 to 25 of 466 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.