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
Matthew Daniel KellyAllegheny Investments, Ltd.Lincoln Financial Advisors Corporation05-25-2010
Brad Richard SmallAmerican Portfolios Financial Services, Inc.Lincoln Financial Advisors Corporation12-21-2011
James Clair MorrowAmeriprise Financial Services, LLCLincoln Financial Advisors Corporation08-12-2019
Abby Lyn PaslowskiAmeriprise Financial Services, LLCLincoln Financial Advisors Corporation05-13-2014
Robert James BurdumyCapital AnalystsLincoln Financial Advisors Corporation09-28-2016
Rodney KirknerH. Beck, Inc.Lincoln Financial Advisors Corporation$5010-12-2017
Christine Emily MusuneggiH. Beck, Inc.Lincoln Financial Advisors Corporation$5009-04-2012
Michael Andrew O'ShurakH. Beck, Inc.Lincoln Financial Advisors Corporation01-03-2011
Teresa Iris McDermottHornor, Townsend & Kent, LLCLincoln Financial Advisors Corporation01-16-2013
Stephen John HaneyIndependence Advisors, LLCLincoln Financial Advisors Corporation12-21-2018
Brendan Michael KellyIndependent Financial PartnersLincoln Financial Advisors Corporation08-01-2012
Sean Alexander HardingIndependent Financial PartnersLincoln Financial Advisors Corporation07-31-2012
John Stephen KostukovichIntegrated Wealth Concepts LLCLincoln Financial Advisors Corporation$2412-05-2016
Andrew Wayne KernIntegrated Wealth Concepts LLCLincoln Financial Advisors Corporation$1010-28-2016
Robert Edmund Lutz Jr.INVEST Financial CorporationLincoln Financial Advisors Corporation01-06-2009
Kristain Dawn KrecotaInvestment Professionals, Inc.Lincoln Financial Advisors Corporation$2512-12-2016
David Alan FinkLPL Financial LLCLincoln Financial Advisors Corporation01-15-2015
Christian Craig ZernichLPL Financial LLCLincoln Financial Advisors Corporation$10003-31-2011
Harry Eugene ButsonLPL Financial LLCLincoln Financial Advisors Corporation$10012-17-2010
Grant Harris ButsonLPL Financial LLCLincoln Financial Advisors Corporation$10012-17-2010
Jeremy Tran RiversMerrill Lynch, Pierce, Fenner & Smith IncorporatedLincoln Financial Advisors Corporation01-25-2017
Neal Orlando ReginoMerrill Lynch, Pierce, Fenner & Smith IncorporatedLincoln Financial Advisors Corporation02-24-2012
Matthew Eric PratznerMetLife Securities Inc.Lincoln Financial Advisors Corporation04-24-2015
Michael James GiongoMML Investors Services, LLCLincoln Financial Advisors Corporation$2509-18-2018
William Mercer SchindlerMML Investors Services, LLCLincoln Financial Advisors Corporation12-02-2014
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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.