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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
David Edward DanglerLPL Financial LLC1st Global Capital Corp.$5003-16-2015
Alaine Danielle MacdougallLPL Financial LLCAllstate Financial Services, LLC07-11-2017
John Joseph RubinoLPL Financial LLCAllstate Financial Services, LLC08-30-2016
Angelo A. Costanza IILPL Financial LLCAmerican Portfolios Financial Services, Inc.07-02-2019
William Daniel CostelloLPL Financial LLCAmerican Portfolios Financial Services, Inc.$5004-10-2018
Frank William MalpigliLPL Financial LLCAmerican Portfolios Financial Services, Inc.04-03-2018
Christopher DanzerLPL Financial LLCAmeriprise Financial Services, LLC$10011-08-2019
Sandy Peter Romeo Jr.LPL Financial LLCAmeriprise Financial Services, LLC10-24-2019
Kimberly Anne AndersonLPL Financial LLCAmeriprise Financial Services, LLC$2510-24-2019
Richard Charles OasterLPL Financial LLCAmeriprise Financial Services, LLC$10010-24-2019
John Lawrence KramerLPL Financial LLCAmeriprise Financial Services, LLC$5010-24-2019
Vladimir Nicolay BoulatnikovLPL Financial LLCAmeriprise Financial Services, LLC$5010-24-2019
Christopher F GintherLPL Financial LLCAmeriprise Financial Services, LLC$2510-24-2019
Ashley M StandishLPL Financial LLCAmeriprise Financial Services, LLC10-24-2019
James Harold VenezianoLPL Financial LLCAmeriprise Financial Services, LLC09-24-2019
Benjamin C LingenfelterLPL Financial LLCAmeriprise Financial Services, LLC07-23-2019
Christopher Paul CalabroLPL Financial LLCAmeriprise Financial Services, LLC03-04-2019
Paul Joseph CarranoLPL Financial LLCAmeriprise Financial Services, LLC$5012-03-2018
Jesus E LopezLPL Financial LLCAmeriprise Financial Services, LLC$5002-20-2018
Timothy E. ConwayLPL Financial LLCAmeriprise Financial Services, LLC03-17-2017
Thomas Charles MoehringerLPL Financial LLCAmeriprise Financial Services, LLC01-27-2016
Kevin Daniel BarlettaLPL Financial LLCAmeriprise Financial Services, LLC$1010-29-2015
George Frederick LorenzLPL Financial LLCAmeriprise Financial Services, LLC$5005-23-2014
Brian Michael SchultzLPL Financial LLCAmeriprise Financial Services, LLC12-13-2012
Michael M MostLPL Financial LLCAmeriprise Financial Services, LLC11-16-2012
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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.