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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Vicki Rene BrackensStratos Wealth Partners, LtdLincoln Financial Advisors Corporation11-27-2018
Adrienne E TurnerAXA Advisors, LLCLincoln Financial Advisors Corporation04-07-2017
David Russell BurgioCommonwealth Financial NetworkLincoln Financial Advisors Corporation$10002-24-2017
Patrice BorgheseLPL Financial LLCLincoln Financial Advisors Corporation11-04-2016
John Paul EnrightCambridge Investment Research, Inc.Lincoln Financial Advisors Corporation10-21-2016
Kevin Joseph Murray Jr.National Planning CorporationLincoln Financial Advisors Corporation09-07-2016
Brian Scott GarnetsNational Planning CorporationLincoln Financial Advisors Corporation08-29-2016
Joseph Michael WatersGWN Securities Inc.Lincoln Financial Advisors Corporation05-16-2016
Paul DziamaAllstate Financial Services, LLCLincoln Financial Advisors Corporation$102-01-2016
Keith Jeffrey MaederEquity Services, Inc.Lincoln Financial Advisors Corporation01-11-2016
Brian Robert ReynoldsEquity Services, Inc.Lincoln Financial Advisors Corporation01-08-2016
Robert ReynoldsEquity Services, Inc.Lincoln Financial Advisors Corporation01-08-2016
Jeremy Thomas CazaINVEST Financial CorporationLincoln Financial Advisors Corporation08-21-2015
Seth Andrew RiversMerrill Lynch, Pierce, Fenner & Smith IncorporatedLincoln Financial Advisors Corporation11-20-2014
Daniel Patrick QuinnRoyal Alliance Associates, Inc.Lincoln Financial Advisors Corporation08-01-2014
Antonio RacanelliMerrill Lynch, Pierce, Fenner & Smith IncorporatedLincoln Financial Advisors Corporation06-18-2014
Eric Marc GarsinWall Street Financial Group, Inc.Lincoln Financial Advisors Corporation05-23-2014
Brian Joseph ImrichCambridge Investment Research, Inc.Lincoln Financial Advisors Corporation01-28-2014
MEGAN RAUCHVALIC Financial Advisors, Inc.Lincoln Financial Advisors Corporation01-03-2014
Brian Michael TraversMML Investors Services, LLCLincoln Financial Advisors Corporation11-22-2013
Wellington Leandro TejedaMML Investors Services, LLCLincoln Financial Advisors Corporation11-22-2013
Salvatore Mondello Jr.Hornor, Townsend & Kent, LLCLincoln Financial Advisors Corporation11-05-2013
Laurie Anne MassongMML Investors Services, LLCLincoln Financial Advisors Corporation05-01-2013
Casey Dewayne KotterRoyal Alliance Associates, Inc.Lincoln Financial Advisors Corporation$17903-20-2013
James Franklin DavenportRoyal Alliance Associates, Inc.Lincoln Financial Advisors Corporation$103-07-2013
Next Page »

Showing 1 to 25 of 40 entries

Page 1 | 2

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.