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
Patrick Cloutier, Matthew GournayLPL Financial LLC Woodbury Financial Services$13001-13-2020
Koy Duran DomannLPL Financial LLCVALIC Financial Advisors, Inc.02-03-2020
Jacqulyn GentryLPL Financial LLCRaymond James Financial Services, Inc.$50001-29-2020
Patrick Joseph CloutierLPL Financial LLCWoodbury Financial Services, Inc.$2701-13-2020
Chelsea Brown MagbyLPL Financial LLCRaymond James Financial Services Advisors, Inc01-10-2020
Andrew Wayne HarrisLPL Financial LLCSecurities America, Inc.12-13-2019
Lee Daniel DudinskyLPL Financial LLCFSC Securities Corporation$5012-12-2019
Ann Louise MacnaughtonLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5012-12-2019
Kenneth Wesley ShellLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-09-2019
Frank Francisco Acosta Jr.LPL Financial LLCSigma Financial Corporation$5012-06-2019
Joe Dennis ScarboroughLPL Financial LLCRaymond James Financial Services, Inc.11-22-2019
James Christopher SargentLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-15-2019
Kelly Rae WelkerLPL Financial LLCSagePoint Financial, Inc.$50011-08-2019
Christopher D McFaddenLPL Financial LLCLincoln Financial Securities Corporation11-04-2019
Joshua Bernard LowyLPL Financial LLCCUNA Brokerage Services, Inc.10-21-2019
Jace Ray HartLPL Financial LLCFidelity Personal and Workplace Advisors10-15-2019
Alexandre MurphyLPL Financial LLCEdward Jones10-14-2019
Anne Mays O'ConorLPL Financial LLCBBVA Securities Inc.10-08-2019
Blanca E. BlancoLPL Financial LLCCetera Advisors LLC$25010-02-2019
Justin PurvisLPL Financial LLCADP Broker-Dealer, Inc.09-04-2019
Joe A. CalifaLPL Financial LLCEdward Jones$15008-29-2019
Keith Lynn LightfootLPL Financial LLCRaymond James Financial Services, Inc.$50008-28-2019
Jeff Landon LightfootLPL Financial LLCRaymond James Financial Services, Inc.08-28-2019
Barbara Wilbur SullinsLPL Financial LLCSecurities America, Inc.$50008-16-2019
Jorge M. MaderoLPL Financial LLCFarmers Financial Solutions, LLC$10008-12-2019
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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.