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
George R. BelloKey Investment Services LLCLPL Financial LLC$8409-21-2016
Daniel WeimerKey Investment Services LLCLPL Financial LLC$5009-21-2016
Laura Lee HickmanKey Investment Services LLCLPL Financial LLC$5009-21-2016
Robert Augustine Celli Sr.Key Investment Services LLCLPL Financial LLC$1509-21-2016
Gary Lee ConradKey Investment Services LLCLPL Financial LLC09-21-2016
Brian Matthew PattonKey Investment Services LLCLPL Financial LLC09-21-2016
Joseph Paul PriceKey Investment Services LLCLPL Financial LLC09-21-2016
Daniel J MullettKey Investment Services LLCLPL Financial LLC09-21-2016
Denise M. CamerieriKey Investment Services LLCLPL Financial LLC09-21-2016
Carlos Arturogonzalez LoayzaKey Investment Services LLCPackerland Brokerage Services, Inc.05-22-2017
Richard ReslingKey Investment Services LLCPNC Investments09-27-2017
Dennis James SeidelKey Investment Services LLCPNC Investments$10002-23-2017
Alfred David BarbatoKey Investment Services LLCWells Fargo Clearing Services, LLC04-16-2018

Showing 1 to 13 of 13 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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