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 Bradley McGradyLPL Financial LLCAmeriprise Financial Services, LLC08-14-2020
Michael Bradley McGradyLPL Financial LLCAmeriprise Financial Services, LLC08-14-2020
Richard Timothy CurranLPL Financial LLCIndependent Advisor Alliance, LLC$5004-20-2020
Charles Nelson LinebergerLPL Financial LLCProEquities, Inc.04-16-2020
Steven Craig CollieLPL Financial LLCWells Fargo Clearing Services, LLC$1,00004-01-2020
Michael Keith AshworthLPL Financial LLCWells Fargo Clearing Services, LLC$1,00004-01-2020
Michael Edward Kostich Jr.LPL Financial LLCAvantax Investment Services, Inc.03-31-2020
Chemerin Mame GreggLPL Financial LLCAvantax Investment Services, Inc.03-31-2020
Michael Salvatore BucceriLPL Financial LLCNationwide Investment Services Corporation03-09-2020
Derek Lee CopelandLPL Financial LLCSpire Securities, LLC$10003-05-2020
Christopher John CarpenterLPL Financial LLCSpire Securities, LLC03-05-2020
Rachel L. MusselwhiteLPL Financial LLCFidelity Personal and Workplace Advisors03-05-2020
Winfred Gideon Boyce Jr.LPL Financial LLCW&S Brokerage Services, Inc.02-27-2020
Edwin Horace Wadsworth Jr.LPL Financial LLCThe Leaders Group, Inc.02-18-2020
Michael Lee AllisonLPL Financial LLCLinden Thomas and Company Securities, LLC02-12-2020
Jason R. HermanLPL Financial LLCNationwide Securities, LLC02-05-2020
William Brandon JamesLPL Financial LLCNorthwestern Mutual Investment Services, LLC01-23-2020
Irene Suet Lee-SluysLPL Financial LLCSecurities America, Inc.01-15-2020
Richard Jason WinnLPL Financial LLCNationwide Securities, LLC01-09-2020
Matthew Jason StarnesLPL Financial LLCSagePoint Financial, Inc.12-12-2019
Jonathan Michael LaroccaLPL Financial LLCRoyal Alliance Associates, Inc.11-26-2019
Edwin Keith RichardsonLPL Financial LLCAvantax Investment Services, Inc.11-19-2019
Charlotte Childress MartinLPL Financial LLCFSC Securities Corporation11-01-2019
Brenda Sanders SpeerLPL Financial LLCFSC Securities Corporation11-01-2019
Joshua Travis HarwardLPL Financial LLCNationwide Securities, LLC10-23-2019
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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.