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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Neil Christopher NetoskieLPL Financial LLCBBVA Securities Inc.$50008-30-2013
Kurt Allen PeavyLPL Financial LLCBBVA Securities Inc.09-16-2013
Ruben BenavidesLPL Financial LLCBBVA Securities Inc.10-08-2013
Justin Jay BoxleyLPL Financial LLCBBVA Securities Inc.01-15-2014
Marcus Anthony VillafrancaLPL Financial LLCBBVA Securities Inc.01-29-2014
Randy Jude MelanconLPL Financial LLCBBVA Securities Inc.02-28-2014
Jeremy David CacciatoreLPL Financial LLCBBVA Securities Inc.$25004-10-2014
Janet Lee HokajLPL Financial LLCBBVA Securities Inc.$10006-02-2014
Abraham Eli MarquezLPL Financial LLCBBVA Securities Inc.09-03-2014
Wynell Olivia MitchellLPL Financial LLCBBVA Securities Inc.09-30-2014
Michael John CoronaLPL Financial LLCBBVA Securities Inc.10-30-2014
Lee Ann Straley-MillerLPL Financial LLCBBVA Securities Inc.05-29-2015
Kelly Lynn FrancisLPL Financial LLCBBVA Securities Inc.$10006-12-2015
Robyn Ann JonesLPL Financial LLCBBVA Securities Inc.06-12-2015
John Hall Cottrell IVLPL Financial LLCBBVA Securities Inc.$50006-19-2015
Jessyca Robyn MillerLPL Financial LLCBBVA Securities Inc.08-24-2015
Kevin Meredith Mccoy IILPL Financial LLCBBVA Securities Inc.$25002-09-2016
Whitney Marie StreckLPL Financial LLCBBVA Securities Inc.$25005-31-2016
Suzette Herrin TejedaLPL Financial LLCBBVA Securities Inc.$13006-24-2016
Misti Dawn FloresLPL Financial LLCBBVA Securities Inc.07-05-2016
Tyler Hamilton SteeleLPL Financial LLCBBVA Securities Inc.$15008-08-2016
Craig Alan SeverinLPL Financial LLCBBVA Securities Inc.$50008-08-2016
Aprel Nachole GermanLPL Financial LLCBBVA Securities Inc.08-16-2016
Logan Blake LutherLPL Financial LLCBBVA Securities Inc.08-26-2016
Jerome David LaferLPL Financial LLCBBVA Securities Inc.$25010-31-2016
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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.