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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Matthew FossumLPL Financial LLCInvestment Centers of America, Inc.11-29-2017
Andrew J. HaskellCommonwealth Financial NetworkInvestment Centers of America, Inc.10-06-2017
Andrew James ClooseCommonwealth Financial NetworkInvestment Centers of America, Inc.10-06-2017
Barbara Anne SmithLPL Financial LLCInvestment Centers of America, Inc.11-29-2017
Bradley Edward ConnorsLPL Financial LLCInvestment Centers of America, Inc.$5011-29-2017
Bradley J. PalmersheimCetera Advisor Networks LLCInvestment Centers of America, Inc.04-10-2015
Brenton Charles SchmidtLPL Financial LLCInvestment Centers of America, Inc.$10011-29-2017
Chelsea Marie HauschildLPL Financial LLCInvestment Centers of America, Inc.11-29-2017
Cheri Lynn PagnacLPL Financial LLCInvestment Centers of America, Inc.11-29-2017
Christian Michael BarnettLPL Financial LLCInvestment Centers of America, Inc.11-29-2017
Christine Mary ZuckLPL Financial LLCInvestment Centers of America, Inc.$10011-29-2017
Christopher Lee KitzmanLPL Financial LLCInvestment Centers of America, Inc.$2511-29-2017
Christopher Michael ReisdorfLPL Financial LLCInvestment Centers of America, Inc.11-29-2017
Cole Aaron MilbrathLPL Financial LLCInvestment Centers of America, Inc.11-29-2017
Courtney Amanda LashombUnited Capital Financial AdvisersInvestment Centers of America, Inc.09-15-2017
Craig E. PrudhommeLPL Financial LLCInvestment Centers of America, Inc.$1011-29-2017
Dale Allen CarlsonLPL Financial LLCInvestment Centers of America, Inc.11-29-2017
Darren Lee EvavoldCambridge Investment Research, Inc.Investment Centers of America, Inc.10-16-2017
Gary John GahlerSecurities America, Inc.Investment Centers of America, Inc.$5002-24-2012
Geoffrey Sean HansenLPL Financial LLCInvestment Centers of America, Inc.$5011-29-2017
Halycon Stephanie WashnieskiLPL Financial LLCInvestment Centers of America, Inc.11-29-2017
Jenny M KarlineLPL Financial LLCInvestment Centers of America, Inc.11-29-2017
Joanne Treviranus-GlowackiLPL Financial LLCInvestment Centers of America, Inc.11-29-2017
John Arthur MartinLPL Financial LLCInvestment Centers of America, Inc.11-29-2017
Joseph John MorleyLPL Financial LLCInvestment Centers of America, Inc.11-29-2017
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Showing 1 to 25 of 55 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.

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