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
Elizabeth Fern GoreLPL Financial LLCEdward Jones03-26-2020
Michael Power RainboltLPL Financial LLCEdward Jones$2502-25-2020
Craig Alan LoneyLPL Financial LLCT.S. Phillips Investments, Inc.$5010-31-2019
Robert Scott Lockard Sr.LPL Financial LLCT.S. Phillips Investments, Inc.$5310-31-2019
Howard Tayloe StyronLPL Financial LLCT.S. Phillips Investments, Inc.$5010-31-2019
Scotty Vaden DeanLPL Financial LLCT.S. Phillips Investments, Inc.10-31-2019
Geoff Tanner JohnsonLPL Financial LLCT.S. Phillips Investments, Inc.10-31-2019
Joseph Gregory HobbsLPL Financial LLCBOK Financial Securities, Inc.05-02-2019
Rebecca Speck FosterLPL Financial LLCMutual of Omaha Investor Services, Inc.$2502-04-2019
Tyler Scott ManessLPL Financial LLCAmeriprise Financial Services, LLC01-15-2019
Justin Michael KasparekLPL Financial LLCNorthwestern Mutual Investment Services, LLC01-03-2019
Thomas C LoperLPL Financial LLCEdward Jones$5012-03-2018
Conard Brent TerrellLPL Financial LLCAXA Advisors, LLC$10010-09-2018
Royse Lee McCaslandLPL Financial LLCAllstate Financial Services, LLC08-09-2018
Brandon AlleeLPL Financial LLCEdward Jones06-26-2018
Tom Keith BarclayLPL Financial LLCCetera Advisors LLC06-04-2018
John Atwood Harding Jr.LPL Financial LLCCetera Advisors LLC$2506-04-2018
Tyler William CodayLPL Financial LLCEdward Jones05-22-2018
Brian Wayne MitchellLPL Financial LLCB. Riley Wealth Management$5010-17-2017
Jean Swan HaasLPL Financial LLCAXA Advisors, LLC07-03-2017
Larry Dale EllisLPL Financial LLCArvest Wealth Management08-16-2016
Kathleen Jo GrizzleLPL Financial LLCMML Investors Services, LLC08-02-2016
David Lawrence JensenLPL Financial LLCMetLife Securities Inc.07-18-2016
Justin Miles McDannaldLPL Financial LLCBOK Financial Securities, Inc.$2506-24-2016
Skyler Glenn HulslanderLPL Financial LLCEdward Jones01-26-2016
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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.