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
Thomas K. YatesLincoln Financial Securities CorporationIndependent Advisers Group Corp$50007-21-2010
Brian James DonleyLincoln Financial Securities CorporationSummit Investment Advisors$10012-08-2011
Douglas John RicheyLincoln Financial Securities CorporationSummit Investment Advisors$50012-08-2011
Charles John PinchottiLincoln Financial Securities CorporationAllstate Financial Services, LLC$10003-01-2013
Stephen Bernard EbbeckeLincoln Financial Securities CorporationLPL Financial LLC04-03-2013
David Lee GawneLincoln Financial Securities CorporationH. Beck, Inc.09-01-2016
Vanessa Ann FischerLincoln Financial Securities CorporationTrustmont Financial Group, Inc.10-17-2016
Robert Armando RuffoloLincoln Financial Securities CorporationTrustmont Financial Group, Inc.11-01-2016
David Edward SmedleyLincoln Financial Securities CorporationMetLife Securities Inc.11-04-2016
Marc Allen WilkinsLincoln Financial Securities CorporationWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)02-10-2017
Eric TropeaLincoln Financial Securities CorporationMerrill Lynch, Pierce, Fenner & Smith Incorporated07-26-2017
Theresa Leigh DetrickLincoln Financial Securities CorporationMorgan Stanley09-15-2017
Kevin Lee FeatherLincoln Financial Securities CorporationWoodmen Financial Services, Inc.12-14-2017
Ronald Douglas KyzarLincoln Financial Securities CorporationParkland Securities, LLC$10011-05-2018
Timothy A. HockmanLincoln Financial Securities CorporationWoodbury Financial Services, Inc.11-19-2018
Gregory Scott RobinsonLincoln Financial Securities CorporationLincoln Investment$50001-11-2019

Showing 1 to 16 of 16 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.