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
James Darren RobersonLPL Financial LLCINVEST Financial Corporation02-14-2018
Matthew Alan PlumleyLPL Financial LLCINVEST Financial Corporation02-14-2018
Daniel T. AbbottLPL Financial LLCINVEST Financial Corporation02-14-2018
Parker Christian MolitorLPL Financial LLCINVEST Financial Corporation02-14-2018
Rachel Renee ShoultsLPL Financial LLCINVEST Financial Corporation02-14-2018
William C. FusonLPL Financial LLCINVEST Financial Corporation02-14-2018
Lucas D. PresleyLPL Financial LLCINVEST Financial Corporation02-14-2018
Ashley E. KingCambridge Investment Research, Inc.INVEST Financial Corporation01-02-2018
Jonathan Trent RobertsonCambridge Investment Research, Inc.INVEST Financial Corporation12-01-2017
Charles Emerson IIMML Investors Services, LLCINVEST Financial Corporation10-25-2017
Alexander Houston MingeLPL Financial LLCINVEST Financial Corporation10-13-2017
Matthew Datis-O'Neal KennedyFirst Heartland Capital, Inc.INVEST Financial Corporation03-01-2016
Brian Ashley MullinsLPL Financial LLCINVEST Financial Corporation06-12-2014
Kimberly Ann MeltonDominion Investor Services, Inc.INVEST Financial Corporation08-10-2012
Eric RodellLPL Financial LLCINVEST Financial Corporation$1002-14-2018
Patrick James AnstettLPL Financial LLCINVEST Financial Corporation$1002-14-2018
Rodney Taylor WrightRaymond James Financial Services, Inc.INVEST Financial Corporation$1009-28-2016
Charles Edward Earle Jr.LPL Financial LLCINVEST Financial Corporation$2510-13-2017
Christopher Dean CarrollProEquities, Inc.INVEST Financial Corporation$2508-29-2016
James Darryl PresleyLPL Financial LLCINVEST Financial Corporation$3702-14-2018
Michelle Renee ConroyLPL Financial LLCINVEST Financial Corporation$15002-14-2018
Paul Jack ScottLPL Financial LLCINVEST Financial Corporation$1,50002-14-2018

Showing 1 to 22 of 22 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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