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
Troy Wayne TaylorLPL Financial LLCAmegy Investments, Inc.$20007-15-2013
Stephen William WorfordLPL Financial LLCAmegy Investments, Inc.$10010-30-2015
David Leroy JohnsonLPL Financial LLCAmegy Investments, Inc.$25010-30-2015
Timothy Alan RobertsonLPL Financial LLCAmegy Investments, Inc.10-30-2015
Robert Paul MoyesLPL Financial LLCAmegy Investments, Inc.10-30-2015
Joshua Mac Mac CollinsLPL Financial LLCAmegy Investments, Inc.10-30-2015
Robert Francis JenningsLPL Financial LLCAmegy Investments, Inc.$10011-04-2015
Deborah LundinLPL Financial LLCAmegy Investments, Inc.$10011-04-2015
Justin James RadkeLPL Financial LLCAmegy Investments, Inc.$25011-06-2015
Arturo ArzolaLPL Financial LLCAmegy Investments, Inc.$50011-06-2015
Michael Gene VaughanLPL Financial LLCAmegy Investments, Inc.$50011-06-2015
Jarrod Lane HagemanLPL Financial LLCAmegy Investments, Inc.11-06-2015
Jorge Ramon ArroyosLPL Financial LLCAmegy Investments, Inc.11-06-2015
John R. Sterner Jr.LPL Financial LLCAmegy Investments, Inc.11-06-2015
Esmeralda ValarezoLPL Financial LLCAmegy Investments, Inc.11-06-2015

Showing 1 to 15 of 15 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.