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
Michael Atah SadjadiWealth Enhancement Brokerage Services, LLCLPL Financial LLC10-15-2018
Steven Michael BlumeWealth Enhancement Brokerage Services, LLCLPL Financial LLC09-04-2018
Ryan TrabantWealth Enhancement Brokerage Services, LLCLPL Financial LLC04-12-2018
Scott James ReidWealth Enhancement Brokerage Services, LLCLPL Financial LLC12-02-2017
Christine Ann HeineWealth Enhancement Brokerage Services, LLCLPL Financial LLC10-31-2017
Ryan Ellison PaulWealth Enhancement Brokerage Services, LLCLPL Financial LLC08-22-2016
Jeffrey FeltonWealth Enhancement Brokerage Services, LLCLPL Financial LLC03-31-2014
Kevin Joseph MeehanWealth Enhancement Brokerage Services, LLCLPL Financial LLC11-15-2013
Jon Andrew GarnerWealth Enhancement Brokerage Services, LLCLPL Financial LLC08-01-2013
Daren LarsonWealth Enhancement Brokerage Services, LLCLPL Financial LLC07-09-2013
Pamela Sue KrejceWealth Enhancement Brokerage Services, LLCLPL Financial LLC06-26-2013
Craig Allan SwansonWealth Enhancement Brokerage Services, LLCLPL Financial LLC03-09-2010
Drew Daniel DehnickeWealth Enhancement Brokerage Services, LLCLPL Financial LLC02-11-2010

Showing 1 to 13 of 13 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.