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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
George Thomas Watson IIICommonwealth Financial NetworkLincoln Financial Advisors Corporation08-31-2017
Sean Eric MccomberDivergent WealthLincoln Financial Advisors Corporation08-29-2017
Westley E TibbsRaymond James Financial Services, Inc.Lincoln Financial Advisors Corporation07-05-2017
Robert Brett HewittSherman Wealth Management LLCLincoln Financial Advisors Corporation06-05-2017
Troy Adam CookLPL Financial LLCLincoln Financial Advisors Corporation05-31-2017
Lorie Ann ScheibelCambridge Investment Research, Inc.Lincoln Financial Advisors Corporation$105-23-2017
Michael James McgowenPrincipal Securities, Inc.Lincoln Financial Advisors Corporation05-11-2017
Christopher Richard RubyAllstate Financial Services, LLCLincoln Financial Advisors Corporation05-04-2017
Joshua Kenworthy RiversPinnacle Advisory Group, Inc.Lincoln Financial Advisors Corporation02-17-2017
Richard Charles OsmanIntegrated Wealth Concepts LLCLincoln Financial Advisors Corporation10-14-2016
Chelsea Ann SeibelRBC Capital Markets, LLCLincoln Financial Advisors Corporation07-19-2016
Brian Scott YoungQuestar Capital CorporationLincoln Financial Advisors Corporation07-13-2015
Lauren Poe WatsonAbel Financial Management Co.Lincoln Financial Advisors Corporation02-04-2014
Warren Paul BrockettAXA Advisors, LLCLincoln Financial Advisors Corporation09-23-2013
Debra Ann PressNYLIFE Securities LLCLincoln Financial Advisors Corporation08-23-2012
Maryjo RomanoH. Beck, Inc.Lincoln Financial Advisors Corporation$108-03-2012
Thomas Springer BeckMML Investors Services, LLCLincoln Financial Advisors Corporation08-01-2012
Stephanie Goldsborough BigwoodGoldsborough Capital Management, LLCLincoln Financial Advisors Corporation06-22-2012
Pamela Reid SettlageH. Beck, Inc.Lincoln Financial Advisors Corporation$5004-19-2012
Darren Mitchell BraudeSecurities Service Network, LLCLincoln Financial Advisors Corporation03-30-2012
Mary Teresa TackaH. Beck, Inc.Lincoln Financial Advisors Corporation$102-21-2012
Christophe Marie Pascal DionotTriad Advisors LLCLincoln Financial Advisors Corporation$111-01-2010
Hugh Joseph Breslin IVTriad Advisors LLCLincoln Financial Advisors Corporation11-01-2010
Jennifer Rowland SmallCambridge Investment Research, Inc.Lincoln Financial Advisors Corporation04-01-2010
Steven Anthony AquinoFounders Financial Securities LLCLincoln Financial Advisors Corporation$2505-29-2009
Next Page »

Showing 1 to 25 of 26 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.

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