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
Joseph Dominic Dicriscio Jr.Wealth CMTLincoln Financial Advisors Corporation02-25-2020
Christopher Charles PerryLPL Financial LLCLincoln Financial Advisors Corporation02-06-2020
William Edward SpinnerLPL Financial LLCLincoln Financial Advisors Corporation$5009-16-2019
Frank StuartLPL Financial LLCLincoln Financial Advisors Corporation$5009-16-2019
Alan David JacobsonPruco Securities, LLC.Lincoln Financial Advisors Corporation$15008-29-2019
Steven J ReinaPruco Securities, LLC.Lincoln Financial Advisors Corporation$2504-03-2019
Mitchell Adam HirschornVALIC Financial Advisors, Inc.Lincoln Financial Advisors Corporation05-16-2017
John Angelo AmiranteMerrill Lynch, Pierce, Fenner & Smith IncorporatedLincoln Financial Advisors Corporation01-09-2017
David Stephen MolotskyMolotsky Tax Advisory Group, LLCLincoln Financial Advisors Corporation$1010-18-2016
Diego Andres SarmientoMerrill Lynch, Pierce, Fenner & Smith IncorporatedLincoln Financial Advisors Corporation12-02-2015
William Harrison EldridgeStratos Wealth Partners, LtdLincoln Financial Advisors Corporation09-16-2015
Donald Paul Delmonte Sr.Stratos Wealth Partners, LtdLincoln Financial Advisors Corporation09-16-2015
Deanna Jean MoriartyPFS Investments Inc.Lincoln Financial Advisors Corporation09-11-2015
Louis Joseph ZaccaroCambridge Investment Research, Inc.Lincoln Financial Advisors Corporation07-01-2014
Peter Damian PalazzoAmeriprise Financial Services, LLCLincoln Financial Advisors Corporation12-10-2013
Nicholas Anthony MonacoNational Securities CorporationLincoln Financial Advisors Corporation$5010-23-2013
Arthur Anthony Belli Jr.National Securities CorporationLincoln Financial Advisors Corporation10-23-2013
Wendy Gellert ValleryFidelity Brokerage Services LLCLincoln Financial Advisors Corporation11-12-2012
Peter Francis PabonLincoln InvestmentLincoln Financial Advisors Corporation$2503-27-2009
William Joseph Logue IIIINVEST Financial CorporationLincoln Financial Advisors Corporation02-17-2009

Showing 1 to 20 of 20 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.