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
Darren Lee GerlachInfinex Investments, Inc.Lincoln Financial Advisors Corporation09-05-2017
James Franklin DrakeCommonwealth Retirement Investments LLCLincoln Financial Advisors Corporation01-27-2017
Bradley R. HoweLPL Financial LLCLincoln Financial Advisors Corporation11-22-2016
Devin Anthony PalmeseLPL Financial LLCLincoln Financial Advisors Corporation10-26-2016
Amy Meo OviedoLPL Financial LLCLincoln Financial Advisors Corporation10-19-2016
Sarah Beth GrahamCetera Advisor Networks LLCLincoln Financial Advisors Corporation02-29-2016
Katherine Hoskins MackeyMorgan StanleyLincoln Financial Advisors Corporation02-10-2016
Stefanie Cecile BoykinInfinex Investments, Inc.Lincoln Financial Advisors Corporation05-01-2015
William Brett CollinsMML Investors Services, LLCLincoln Financial Advisors Corporation08-26-2014
Merrill Tucker WaitsAllstate Financial Advisors, LLCLincoln Financial Advisors Corporation05-19-2014
James Regis Esaw Jr.Allstate Financial Services, LLCLincoln Financial Advisors Corporation01-16-2014
Scott Elliott MannWells Fargo Clearing Services, LLCLincoln Financial Advisors Corporation08-15-2013
Walter Jay GrubbsMerrill Lynch, Pierce, Fenner & Smith IncorporatedLincoln Financial Advisors Corporation09-24-2010
Gregory Thomas ChevrierMerrill Lynch, Pierce, Fenner & Smith IncorporatedLincoln Financial Advisors Corporation09-24-2010
Jonathan Douglas FreezeLPL Financial LLCLincoln Financial Advisors Corporation03-31-2009
Devin J GarofaloLPL Financial LLCLincoln Financial Advisors Corporation$110-26-2016
John Donald Robertson Jr.LPL Financial LLCLincoln Financial Advisors Corporation$1010-26-2016
Don Eugene MeredithLPL Financial LLCLincoln Financial Advisors Corporation$1010-21-2016
Hien Trong TruongNavy Federal Asset Management, LLCLincoln Financial Advisors Corporation$1001-26-2012
Paul Andrew CullerLPL Financial LLCLincoln Financial Advisors Corporation$2510-19-2016
William Cole SmithLPL Financial LLCLincoln Financial Advisors Corporation$2510-19-2016
Mariann Bear TicatchLincoln Financial Advisors CorporationLincoln Financial Advisors Corporation$2508-15-2013
Joshua Ross StarkLPL Financial LLCLincoln Financial Advisors Corporation$3010-19-2016
Kevin Stephen MoravekGradient Securities, LLCLincoln Financial Advisors Corporation$5012-12-2019
David Lee MondayCommonwealth Retirement Investments LLCLincoln Financial Advisors Corporation$5001-27-2017
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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.