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
Richard Charles OasterLPL Financial LLCAmeriprise Financial Services, Inc.$10010-24-2019
Ashley M StandishLPL Financial LLCAmeriprise Financial Services, Inc.$10010-24-2019
Kimberly Anne AndersonLPL Financial LLCAmeriprise Financial Services, Inc.$25010-24-2019
Christopher F GintherLPL Financial LLCAmeriprise Financial Services, Inc.$25010-24-2019
John Lawrence KramerLPL Financial LLCAmeriprise Financial Services, Inc.$50010-24-2019
Vladimir Nicolay BoulatnikovLPL Financial LLCAmeriprise Financial Services, Inc.$50010-24-2019
Sandy Peter Romeo Jr.LPL Financial LLCAmeriprise Financial Services, Inc.10-24-2019
Sabrina Marie FregaraLPL Financial LLCWells Fargo Advisors Financial Network, LLC10-25-2019
Mary Ellen HakimLPL Financial LLCWells Fargo Advisors Financial Network, LLC11-01-2019
Lee Edward KilbrithLPL Financial LLCAvantax Investment Services, Inc.$10011-05-2019
Christopher DanzerLPL Financial LLCAmeriprise Financial Services, Inc.11-08-2019
Patrick Paul AstreLPL Financial LLCSagePoint Financial, Inc.11-11-2019

Showing 1 to 12 of 12 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.