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
Peter Vincent DisanzaLPL Financial LLCAmeriprise Financial Services, LLC07-16-2019
Lindsey Lois NiceBe Intentional Financial LLCAmeriprise Financial Services, LLC06-07-2019
Barry Arthur RucksLPL Financial LLCAmeriprise Financial Services, LLC$5005-09-2019
Matthew Ryan SilverhardtLPL Financial LLCAmeriprise Financial Services, LLC05-09-2019
Gerard Francis WrableyCommonwealth Financial NetworkAmeritas Investment Company, LLC04-23-2019
Thomas Herbert JudgeCetera Financial Specialists LLCAvantax Investment Services, Inc.05-24-2019
Paul Robert JonesWatchtower Wealth Management, Inc.Avantax Investment Services, Inc.05-14-2019
Frank Anthony LoprestiBeaconsfield Financial Services, Inc.Avantax Investment Services, Inc.05-01-2019
Jorge Andres KuriJanney Montgomery Scott LLCAXA Advisors, LLC06-25-2019
Brian C. LeePruco Securities, LLC.AXA Advisors, LLC06-24-2019
Matthew Eric StockburgerCapital AnalystsBrookstone Capital Management LLC05-02-2019
Evan Marc FinkelsteinHenley & Company LLCCambridge Investment Research, Inc.05-17-2019
Michael Joseph MasilunasSolid Oak Planning CoCapital Analysts06-18-2019
Mark Joseph ManningUnited Capital Financial AdvisersCaptrust Financial Advisors06-21-2019
Jacob F. LippertNorthwestern Mutual Investment Services, LLCCetera Advisor Networks LLC$15007-08-2019
John D Craft Jr.Trustmont Financial Group, Inc.Cetera Financial Specialists LLC$1007-15-2019
Thomas Paul ClooneyE*TRADE Securities LLCCharles Schwab & Co., Inc.$10005-23-2019
Brian Frederick PalusoFSC Securities CorporationChartwell TSC Securities Corp.$5007-08-2019
Joseph David MotisiCUNA Brokerage Services, Inc.Citizens Securities, Inc.07-16-2019
Shannon G BenderLPL Financial LLCCitizens Securities, Inc.$5007-09-2019
Chris TalpasSantander Securities LLCCitizens Securities, Inc.06-13-2019
Matthew Stefan PlankCetera Investment Services LLCCitizens Securities, Inc.05-27-2019
Sean Patrick O'RourkeMML Investors Services, LLCCitizens Securities, Inc.05-21-2019
Gregory Alan BiancoCetera Financial Specialists LLCCoastal Equities, Inc.06-14-2019
Jennifer Rose MackLPL Financial LLCCUSO Financial Services, L.P.07-08-2019
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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.