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
Brian Scott YoungQuestar Capital CorporationLincoln Financial Advisors Corporation07-13-2015
Chelsea Ann SeibelRBC Capital Markets, LLCLincoln Financial Advisors Corporation07-19-2016
Christophe M. DionotPLANNING SOLUTIONS GROUP, LLCLincoln Financial Advisors Corporation11-02-2010
Christopher Richard RubyAllstate Financial Services, LLCLincoln Financial Advisors Corporation05-04-2017
Darren Mitchell BraudeSecurities Service Network, LLCLincoln Financial Advisors Corporation03-30-2012
David Albert UrovskySpire Securities, LLCLincoln Financial Advisors Corporation$10908-27-2019
Debra Ann PressNYLIFE Securities LLCLincoln Financial Advisors Corporation08-23-2012
Donald Sterling HannahsPlanning Solutions Group, LLCLincoln Financial Advisors Corporation11-04-2010
George Thomas Watson IIICommonwealth Financial NetworkLincoln Financial Advisors Corporation08-31-2017
Geraldine L. Cherrey Diamond1st Global Capital Corp.Lincoln Financial Advisors Corporation05-01-2009
Hugh Joseph Breslin IVPlanning Solutions Group, LLCLincoln Financial Advisors Corporation11-10-2010
Jaideep ChawlaLPL Financial LLCLincoln Financial Advisors Corporation04-13-2012
Jennifer Rowland SmallCambridge Investment Research, Inc.Lincoln Financial Advisors Corporation$5004-01-2010
Jonathan Victor GiordaniPLANNING SOLUTIONS GROUP, LLCLincoln Financial Advisors Corporation$15011-02-2010
Joshua Kenworthy RiversPinnacle Advisory Group, Inc.Lincoln Financial Advisors Corporation02-17-2017
Kathryn Ariel HollanderLincoln Financial Advisors CorporationLincoln Financial Advisors Corporation04-20-2015
Lauren Poe WatsonAbel Financial Management Co.Lincoln Financial Advisors Corporation02-04-2014
Lorie Ann ScheibelCambridge Investment Research, Inc.Lincoln Financial Advisors Corporation05-23-2017
Mary Teresa TackaH. Beck, Inc.Lincoln Financial Advisors Corporation$1002-21-2012
Maryjo RomanoH. Beck, Inc.Lincoln Financial Advisors Corporation08-03-2012
Michael James McGowenPrincipal Securities, Inc.Lincoln Financial Advisors Corporation05-11-2017
Neal Wendell SeaglePLANNING SOLUTIONS GROUP, LLCLincoln Financial Advisors Corporation$1011-02-2010
Pamela Reid SettlageH. Beck, Inc.Lincoln Financial Advisors Corporation$2504-19-2012
Richard Charles OsmanIntegrated Wealth Concepts LLCLincoln Financial Advisors Corporation$5010-14-2016
Robert B. HewittSherman Wealth Management LLCLincoln Financial Advisors Corporation06-05-2017
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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.