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
Alfred Franklin AppleLincoln Financial Advisors CorporationHornor, Townsend & Kent, LLC04-14-2009
Andrew Michael StortiLincoln Financial Advisors CorporationMetLife Securities Inc.03-28-2013
Anthony John Damiano Jr.Lincoln Financial Advisors CorporationHornor, Townsend & Kent, LLC05-18-2010
Barry Lee WellerLincoln Financial Advisors CorporationQuestar Capital Corporation01-15-2019
Bryan R CoglianoLincoln Financial Advisors CorporationNew England Securities$2506-12-2014
Christopher John ReillyLincoln Financial Advisors CorporationFirstrust Financial Advisors11-28-2011
Douglas Allen DarlingLincoln Financial Advisors CorporationHD Vest Investment Services$5001-09-2017
Frank B Hanna Jr.Lincoln Financial Advisors CorporationNew England Securities06-12-2014
Herbert George HummelLincoln Financial Advisors CorporationHornor, Townsend & Kent, LLC07-16-2010
James Bernard CowanLincoln Financial Advisors CorporationHornor, Townsend & Kent, LLC02-05-2009
James Peter CrawfordLincoln Financial Advisors CorporationPrincipal Securities, Inc.04-19-2010
Jamie Paul PattenLincoln Financial Advisors CorporationMetLife Securities Inc.$1002-02-2015
Joseph O. ReimelsLincoln Financial Advisors CorporationHornor, Townsend & Kent, LLC05-29-2009
Justin R. CovelliLincoln Financial Advisors CorporationLincoln Financial Distributors, Inc.12-20-2012
Kurtis Raymond KuyatLincoln Financial Advisors CorporationPrincipal Securities, Inc.$5003-22-2010
Michael George WatsonLincoln Financial Advisors CorporationCitizens Securities, Inc.12-23-2015
Mindy Marie ZattaLincoln Financial Advisors CorporationMorgan Stanley$10009-07-2010
Nicholas Dean KennedyLincoln Financial Advisors CorporationPNC Investments09-03-2013
Norma Alice Romero-MitchellLincoln Financial Advisors CorporationWoodbury Financial Services, Inc.$1008-21-2017
Richard Arthur ZettlemoyerLincoln Financial Advisors CorporationQuestar Capital Corporation01-11-2012
Richard J. Smith Jr.Lincoln Financial Advisors CorporationMetLife Securities Inc.11-20-2015
Richard John Pinola Jr.Lincoln Financial Advisors CorporationHornor, Townsend & Kent, LLC03-02-2009
Robert Stanley MiloszewskiLincoln Financial Advisors CorporationMetLife Securities Inc.$1002-02-2015
Royal Dubose JoslinLincoln Financial Advisors CorporationCetera Advisor Networks LLC12-02-2013
Ryan C SmithLincoln Financial Advisors CorporationNYLIFE Securities LLC02-23-2011
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Showing 1 to 25 of 31 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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