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
Robert E. WalkerCentaurus Financial, Inc.Infinex Investments, Inc.03-23-2020
Chris Elliotte BaileyRaymond James Financial Services, Inc.Infinex Investments, Inc.03-02-2020
Jessica Margaret AshbyLPL Financial LLCInfinex Investments, Inc.12-06-2018
Laura Crews HoltLPL Financial LLCInfinex Investments, Inc.11-27-2018
Joe Edwin Waters IIInfinex Investments, Inc.Infinex Investments, Inc.11-20-2017
Stefanie Cecile BoykinMoney Concepts Capital CorpInfinex Investments, Inc.10-05-2017
Jason Mcteague ScheurerOrchard Wealth & Legacy Management LLCInfinex Investments, Inc.08-10-2017
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 A. BrownCUSO Financial Services, L.P.Infinex Investments, Inc.07-05-2016
Jonathan Richard FerrellBB&T Investment Services, Inc.Infinex Investments, Inc.04-20-2016
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
Philip Justin VanblaricomLPL Financial LLCInfinex Investments, Inc.03-31-2015
Lisa Lynn RoccaforteLPL Financial LLCInfinex Investments, Inc.02-25-2015
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
Michael Fillers BolenUnited Brokerage Services, IncInfinex Investments, Inc.02-07-2014
Christopher Jamal ElliottUnited Brokerage Services, IncInfinex Investments, Inc.02-07-2014
Han Wool OhUnited Brokerage Services, IncInfinex Investments, Inc.02-07-2014
Stephen Dakin PattisonSunTrust Investment Services, Inc.Infinex Investments, Inc.08-26-2013
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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.