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
Chun Mei ZhuLPL Financial LLCWaddell & Reed$2505-12-2020
Gabriel BarajasLPL Financial LLCWaddell & Reed03-19-2018
Lisa Anne HomerLPL Financial LLCWaddell & Reed01-05-2018
Gene Edwin ShookLPL Financial LLCWaddell & Reed10-16-2017
Brian Edward HaleLPL Financial LLCWaddell & Reed$5008-07-2017
Andres LuceroLPL Financial LLCWaddell & Reed07-26-2017
Michael William HomerLPL Financial LLCWaddell & Reed05-30-2017
Forbes Micael RobinsonLPL Financial LLCWaddell & Reed05-17-2017
Jason Roy RadakovichLPL Financial LLCWaddell & Reed01-23-2017
Jared Wayne WalkerLPL Financial LLCWaddell & Reed01-23-2017
Rebecca Jane MeyersLPL Financial LLCWaddell & Reed11-23-2016
Dennis Peter MyersLPL Financial LLCWaddell & Reed$20004-27-2016
James Madison KingLPL Financial LLCWaddell & Reed$1004-27-2016
Matthew Gene MeyersLPL Financial LLCWaddell & Reed03-04-2016
Bradley James HoytLPL Financial LLCWaddell & Reed$10010-26-2015
Joelle Elizabeth NiesLPL Financial LLCWaddell & Reed07-23-2015
Matthew Thomas PalumboLPL Financial LLCWaddell & Reed$1006-15-2011
Robert James ReamerLPL Financial LLCWaddell & Reed04-28-2011

Showing 1 to 18 of 18 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.