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
James LivolsiAmeriprise Financial Services, LLCLincoln Financial Securities Corporation08-28-2013
Philomena ParadiseAPW Capital, Inc.Lincoln Financial Securities Corporation10-22-2012
Allison Julia LeducAPW Capital, Inc.Lincoln Financial Securities Corporation10-22-2012
Donald Joseph StgelaisCambridge Investment Research, Inc.Lincoln Financial Securities Corporation$2511-21-2017
Donna Marie RiveraCambridge Investment Research, Inc.Lincoln Financial Securities Corporation11-21-2017
Jonathan Webber MarvinCambridge Investment Research, Inc.Lincoln Financial Securities Corporation$5011-21-2017
Eric John BahrCambridge Investment Research, Inc.Lincoln Financial Securities Corporation$1711-21-2017
Jeremy Wade BenoitCambridge Investment Research, Inc.Lincoln Financial Securities Corporation$3111-21-2017
Richard Francis AkatyszewskiCambridge Investment Research, Inc.Lincoln Financial Securities Corporation11-21-2017
Nichole Louise ReinhardtCambridge Investment Research, Inc.Lincoln Financial Securities Corporation11-21-2017
Michelle Marie HuffmanCambridge Investment Research, Inc.Lincoln Financial Securities Corporation11-21-2017
Brendan Patrick CaseyCambridge Investment Research, Inc.Lincoln Financial Securities Corporation$5011-21-2017
Ellen Hurley MolnarCommonwealth Financial NetworkLincoln Financial Securities Corporation08-07-2015
Byron William RooksLPL Financial LLCLincoln Financial Securities Corporation06-11-2018
Steven T HollyLPL Financial LLCLincoln Financial Securities Corporation02-08-2018

Showing 1 to 15 of 15 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.