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.

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

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Daniel G PeguesMerrill Lynch, Pierce, Fenner & Smith IncorporatedFirst Command Financial Planning, Inc.04-19-2010
Barbara Harmount SaylorPalmetto Wealth Advisors, LLCFirst Command Financial Planning, Inc.06-17-2010
Paul Brian RobinsPalmetto Wealth Advisors, LLCFirst Command Financial Planning, Inc.06-17-2010
Stephen Edwin SimmonsLPL Financial LLCFirst Command Financial Planning, Inc.$10005-04-2012
James Stuart AgostiniLPL Financial LLCFirst Command Financial Planning, Inc.$15005-04-2012
Patrick Paul BurgessLPL Financial LLCFirst Command Financial Planning, Inc.$1005-04-2012
Shelby Stanley HillLPL Financial LLCFirst Command Financial Planning, Inc.05-04-2012
Jeanine Ann BodieLPL Financial LLCFirst Command Financial Planning, Inc.05-04-2012
Bradford Joel WilsonLPL Financial LLCFirst Command Financial Planning, Inc.05-04-2012
Dewanda Louise Wilson-AdewaleMutual of Omaha Investor Services, Inc.First Command Financial Planning, Inc.05-08-2014
Claudia Sabine BressmanDaVinci Financial DesignsFirst Command Financial Planning, Inc.08-01-2014
Eric Karl BressmanDaVinci Financial DesignsFirst Command Financial Planning, Inc.08-01-2014
Kirk Jeffrey SegarsAllstate Financial Services, LLCFirst Command Financial Planning, Inc.11-12-2014
James Richard TrantLPL Financial LLCFirst Command Financial Planning, Inc.01-30-2015
Alvin Melton Lowry Jr.MML Investors Services, LLCFirst Command Financial Planning, Inc.09-29-2016
Erin Marie PlattPrincipal Securities, Inc.First Command Financial Planning, Inc.$15005-01-2018
Colin Tallmadge MeddaughMadison Avenue Securities, LLCFirst Command Financial Planning, Inc.$15011-01-2018
Tyler James DeckerWells Fargo Clearing Services, LLCFirst Command Financial Planning, Inc.12-12-2019

Showing 1 to 18 of 18 entries

Page 1

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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.