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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Susano Castillo Jr.Lincoln Financial Securities CorporationWoodbury Financial Services, Inc.$10002-12-2009
Harry William BeltranLincoln Financial Securities CorporationWoodbury Financial Services, Inc.$10004-08-2009
Troy Don PerkinsLincoln Financial Securities CorporationWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$50009-18-2009
Corey Michael MaglioloLincoln Financial Securities CorporationWoodbury Financial Services, Inc.11-13-2009
Kyle Thomas CronanLincoln Financial Securities CorporationWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)03-08-2010
Michael Ray ChoateLincoln Financial Securities CorporationSecurities America, Inc.05-06-2010
Scott Patrick IrwinLincoln Financial Securities CorporationUvest Financial Services Group, Inc.$10005-20-2010
Aaron Linn ReddingLincoln Financial Securities CorporationWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)09-17-2010
Ruth Christine CarterLincoln Financial Securities CorporationGWN Securities Inc.05-17-2012
Roger Harlan EthLincoln Financial Securities CorporationIntercontinental Asset Management Group, Ltd.$10009-07-2012
Mary Darlene CanalesLincoln Financial Securities CorporationRaymond James Financial Services Advisors, Inc$10010-11-2012
Scott Mcmahill CummingsLincoln Financial Securities CorporationInvestment Professionals, Inc.$25004-12-2013
Gary Robert CasperLincoln Financial Securities CorporationPruco Securities, LLC.01-07-2014
Yamara M BeckLincoln Financial Securities CorporationFirst Command Financial Planning, Inc.05-12-2014
Richard W ReesLincoln Financial Securities CorporationTransamerica Financial Advisors, Inc$10005-15-2015
Danny Windell WhisenantLincoln Financial Securities CorporationQuestar Capital Corporation05-29-2015
Bruce Phillip BessnerLincoln Financial Securities CorporationMetLife Securities Inc.$25002-06-2016
Leopoldo Fidencio CastroLincoln Financial Securities CorporationMetLife Securities Inc.02-09-2016
Donald B. ReillyLincoln Financial Securities CorporationMetLife Securities Inc.05-02-2016
Robert David HillLincoln Financial Securities CorporationAllstate Financial Services, LLC07-11-2016
Michelle Renee SnyderLincoln Financial Securities CorporationFirst Command Financial Planning, Inc.$10007-12-2016
Thomas Lester MooreLincoln Financial Securities CorporationMetLife Securities Inc.$10009-30-2016
Raul Mendez Jr.Lincoln Financial Securities CorporationLPL Financial LLC$10012-07-2016
George Gomez Sr.Lincoln Financial Securities CorporationLPL Financial LLC$10012-23-2016
Myra Lynn SlaybaughLincoln Financial Securities CorporationFirst Command Financial Planning, Inc.$25002-03-2017
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Showing 1 to 25 of 38 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.