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
John KoshySymphony Retirement Partners LLCLincoln Financial Advisors Corporation04-04-2019
Terry Sue MooneyhamAmeriprise Financial Services, Inc.Lincoln Financial Advisors Corporation$5001-25-2019
Randall Gray NeighbourSigma Financial CorporationLincoln Financial Advisors Corporation08-30-2018
Ray Joseph Fernandez Jr.D.H. Hill Securities, LLLPLincoln Financial Advisors Corporation$5008-16-2018
David Lee PenwellPlanMember Securities CorporationLincoln Financial Advisors Corporation07-13-2018
Richard Michael TretaPlanMember Securities CorporationLincoln Financial Advisors Corporation$5007-13-2018
Justin CheeMerrill Lynch, Pierce, Fenner & Smith IncorporatedLincoln Financial Advisors Corporation05-31-2018
R Malcolm WooleyAmeriprise Financial Services, Inc.Lincoln Financial Advisors Corporation$5005-04-2018
Aaron Paul KarasMutual Securities, Inc.Lincoln Financial Advisors Corporation$5004-27-2018
Emmanuel AllendeMerrill Lynch, Pierce, Fenner & Smith IncorporatedLincoln Financial Advisors Corporation03-19-2018
Lev AgranovichHD Vest Investment ServicesLincoln Financial Advisors Corporation06-20-2017
Brandon Keith CumbaStrata Wealth Advisors, LLCLincoln Financial Advisors Corporation04-21-2017
Kenneth Roy PainterMutual Securities, Inc.Lincoln Financial Advisors Corporation$1404-21-2017
Michelle G YatesRAALincoln Financial Advisors Corporation03-01-2017
Lejo AbrahamAllstate Financial Services, LLCLincoln Financial Advisors Corporation02-14-2017
Frank Andrew BellNYLIFE Securities LLCLincoln Financial Advisors Corporation03-09-2016
Teresa Ann MagawLPL Financial LLCLincoln Financial Advisors Corporation02-05-2016
John Francis DonovanSecurities America, Inc.Lincoln Financial Advisors Corporation$5010-31-2014
Randall Markham ThompsonJ.W. Cole Financial, Inc.Lincoln Financial Advisors Corporation$15010-03-2014
Ilya KotlyanskiyMorgan StanleyLincoln Financial Advisors Corporation06-19-2013
Brett Andrew PhillipsVoya Financial Advisors, Inc.Lincoln Financial Advisors Corporation03-01-2013
Stephen Alan MenkeCambridge Investment Research, Inc.Lincoln Financial Advisors Corporation$110-26-2012
Benjamin Martin BloomHD Vest Investment ServicesLincoln Financial Advisors Corporation02-15-2012
Julie Kay OdumRaymond James Financial Services, Inc.Lincoln Financial Advisors Corporation02-08-2012
Daniel Louis DiamondMML Investors Services, LLCLincoln Financial Advisors Corporation$5001-09-2012
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Showing 1 to 25 of 29 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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