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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jennifer S. GreeneLPL Financial LLCPNC Investments04-23-2019
Jonathan Randall VernacchioLPL Financial LLCPNC Investments09-24-2018
Joshua E. EngelsLPL Financial LLCPNC Investments07-05-2018
Jeff David BevacquaLPL Financial LLCPNC Investments10-23-2017
Andrew David SilverLPL Financial LLCPNC Investments07-14-2017
Anthony J. BaroneLPL Financial LLCPNC Investments06-28-2017
Andrew MaddenLPL Financial LLCPNC Investments05-04-2017
Bryan Michael ReftLPL Financial LLCPNC Investments11-01-2016
Kendra Ann Mccommon-SelfLPL Financial LLCPNC Investments09-13-2016
Chris DeandreaLPL Financial LLCPNC Investments06-21-2016
Amanda Lou BeattyLPL Financial LLCPNC Investments01-04-2016
Jeremy Curtis EvansLPL Financial LLCPNC Investments12-18-2015
Francis J. CasarellaLPL Financial LLCPNC Investments05-04-2015
Denise M CamerieriLPL Financial LLCPNC Investments$50004-10-2015
Bruce W FleishmanLPL Financial LLCPNC Investments03-11-2015
David Felix RaymondLPL Financial LLCPNC Investments$25010-24-2014
Charles Anthony MattiucciLPL Financial LLCPNC Investments01-23-2014
Anne Louise SaxerLPL Financial LLCPNC Investments$25012-18-2013
Melisa Denise MersiniLPL Financial LLCPNC Investments$50008-23-2013
Michael William CoffeyLPL Financial LLCPNC Investments05-31-2013
Magda Tjandrakusuma EghbalLPL Financial LLCPNC Investments05-20-2013
David Benjamin BiggerLPL Financial LLCPNC Investments03-06-2013
Greg David DufalaLPL Financial LLCPNC Investments$10004-23-2012
Michael Peter BoykoLPL Financial LLCPNC Investments$50004-02-2012
Clare Terese FrederickLPL Financial LLCPNC Investments$10012-16-2011
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Showing 1 to 25 of 39 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.


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