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
Jordan Robert PatrosLPL Financial LLCAllianz Life Financial Services, LLC09-05-2012
Samuel Dewey Sigler Jr.LPL Financial LLCAmerican Express Financial Advisors Inc.$10001-03-2020
Cody Mares, Sam SiglerLPL Financial LLC Ameriprise Financial Services, Inc. $13001-03-2020
Cody George MaresLPL Financial LLCAmeriprise Financial Services, Inc.$5001-03-2020
Brent Andrew MaresLPL Financial LLCAmeriprise Financial Services, Inc.$10001-03-2020
Ted Andrew MatuszakLPL Financial LLCAmeriprise Financial Services, Inc.$50010-07-2019
Jeffrey Jon ZimmerLPL Financial LLCAmeriprise Financial Services, Inc.$25007-05-2017
Halsted Donald KnutsonLPL Financial LLCAmeriprise Financial Services, Inc.06-28-2016
Scott Anthony ForsterLPL Financial LLCAmeriprise Financial Services, Inc.$50011-11-2015
Lisa M. Dollerschell ConwellLPL Financial LLCAmeriprise Financial Services, Inc.$15006-09-2015
Carol Ann Mcneill-SkorupanLPL Financial LLCAmeriprise Financial Services, Inc.10-03-2014
Brian James KochLPL Financial LLCAmeriprise Financial Services, Inc.$10008-29-2014
Dane Lee KlintworthLPL Financial LLCAmeriprise Financial Services, Inc.$10012-19-2012
Kyle Scott BergLPL Financial LLCAmeriprise Financial Services, Inc.$25012-16-2011
James Edward Wolf Jr.LPL Financial LLCAmeriprise Financial Services, Inc.$25007-08-2009
Dean Franklin PennebeckerLPL Financial LLCAmeritas Investment Corp.$10008-20-2014
Nicholas Cross IgnatowskiLPL Financial LLCAmeritas Investment Corp.$10008-20-2013
Michael Roy TaylorLPL Financial LLCAmeritas Investment Corp.$50008-20-2013
Mark Thomas TateLPL Financial LLCAssociated Investment Services, Inc.$10002-27-2017
Adam T YounkLPL Financial LLCAssociated Investment Services, Inc.$10009-08-2016
Mark Frederick MckeelLPL Financial LLCAssociated Investment Services, Inc.$25008-31-2015
Kyle Scott BergLPL Financial LLCAssociated Investment Services, Inc.$25008-24-2015
Adam David GafnerLPL Financial LLCAssociated Investment Services, Inc.$25007-27-2015
Thomas Robert SweetLPL Financial LLCAssociated Investment Services, Inc.01-26-2015
Alison Ann WalkerLPL Financial LLCAssociated Investment Services, Inc.09-25-2014
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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.