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
Judith Ann LassekLPL Financial LLCEdward Jones$1009-11-2009
Shaun Harold KimballLPL Financial LLCEdward Jones06-23-2010
Curtis Robert RegruitLPL Financial LLCEdward Jones11-26-2010
Kenneth JacobsenLPL Financial LLCEdward Jones02-22-2011
Anthony Richard SurberLPL Financial LLCEdward Jones$1003-25-2011
Daniel Patrick TwomeyLPL Financial LLCEdward Jones$1009-23-2011
Joshua William StrattonLPL Financial LLCEdward Jones$1010-03-2011
Elizabeth Ann BradyLPL Financial LLCEdward Jones10-14-2011
David Lee ZambottiLPL Financial LLCEdward Jones01-31-2012
Marguerite DanaherLPL Financial LLCEdward Jones12-19-2012
Thomas W LawlerLPL Financial LLCEdward Jones$1003-26-2013
George Panagiotis FoliasLPL Financial LLCEdward Jones$2504-17-2014
William Thomas ManolopoulosLPL Financial LLCEdward Jones10-16-2014
Francis Martin HawkinsLPL Financial LLCEdward Jones04-07-2015
Jason Paul CurtisLPL Financial LLCEdward Jones06-13-2016
Matthew C StoutenburgLPL Financial LLCEdward Jones05-23-2017
Brian Christopher HarwoodLPL Financial LLCEdward Jones03-09-2018

Showing 1 to 17 of 17 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.