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.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jason Mcteague ScheurerOrchard Wealth & Legacy Management LLCInfinex Investments, Inc.08-10-2017
Amanda Lyvette RobinsonInvestment Centers of America, Inc.Infinex Investments, Inc.06-05-2017
Douglas Eugene MorganINVEST Financial CorporationInfinex Investments, Inc.05-01-2017
Umar Farooq AliLPL Financial LLCInfinex Investments, Inc.01-30-2017
Thomas Wesley Huddleston Jr.LPL Financial LLCInfinex Investments, Inc.09-30-2016
Christopher Bryan LawsonLPL Financial LLCInfinex Investments, Inc.09-20-2016
Lamont Adrian BrownCUSO Financial Services, L.P.Infinex Investments, Inc.07-05-2016
Jonathan Richard FerrellBB&T Investment Services, Inc.Infinex Investments, Inc.04-20-2016
Bruce Eugene MccookLPL Financial LLCInfinex Investments, Inc.03-01-2016
Christopher Stephen CotterellLPL Financial LLCInfinex Investments, Inc.$5001-29-2016
Ryan Charles OatesLPL Financial LLCInfinex Investments, Inc.$15001-29-2016
Karen D BuckleyMerrill Lynch, Pierce, Fenner & Smith IncorporatedInfinex Investments, Inc.11-18-2015
Bruce Frederick GriggsNext Financial Group, Inc.Infinex Investments, Inc.09-30-2015
Yulando Fitzgerald WallaceLincoln Financial Securities CorporationInfinex Investments, Inc.08-19-2015
Aaron William JohnsonCUNA Brokerage Services, Inc.Infinex Investments, Inc.05-29-2015
Philip Justin VanblaricomLPL Financial LLCInfinex Investments, Inc.03-31-2015
Lisa Lynn RoccaforteLPL Financial LLCInfinex Investments, Inc.02-25-2015
Christopher Wayne GibsonRaymond James Financial Services, Inc.Infinex Investments, Inc.01-29-2015
Stephanie Nicole BeachWells Fargo Clearing Services, LLCInfinex Investments, Inc.09-22-2014
Robert Ferebee McmurranRaymond James Financial Services, Inc.Infinex Investments, Inc.06-10-2014
Mary Ellen TwiggLPL Financial LLCInfinex Investments, Inc.02-27-2014
Christopher Jamal ElliottUnited Brokerage Services, IncInfinex Investments, Inc.02-07-2014
Han Wool OhUnited Brokerage Services, IncInfinex Investments, Inc.02-07-2014
Michael Fillers BolenUnited Brokerage Services, IncInfinex Investments, Inc.$102-07-2014
Stephen Dakin PattisonSunTrust Investment Services, Inc.Infinex Investments, Inc.08-26-2013
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Showing 1 to 25 of 34 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.

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