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
Shane Shane StaffordJ.P. Morgan Securities LLCRaymond James Financial Services, Inc.08-25-2020
Shane Thomas StaffordJ.P. Morgan Securities LLCRaymond James Financial Services, Inc.08-25-2020
Paul Anthony BarnetteLPL Financial LLCWells Fargo Clearing Services, LLC$2508-17-2020
Paul Anthony BarnetteLPL Financial LLCWells Fargo Clearing Services, LLC$2508-17-2020
Joseph Anthony RandolphWells Fargo Clearing Services, LLCFifth Third Securities, Inc.03-25-2020
Vicki Ann KorinkoWesBanco Securities, Inc.VALIC Financial Advisors, Inc.03-16-2020
Darryl Glenn EnglishJ.W. Cole Financial, Inc.NYLIFE Securities LLC$5003-12-2020
Kara Lynn RogersThe Huntington Investment CompanyWells Fargo Advisors Financial Network, LLC$50003-10-2020
Christopher Michael KasecampLPL Financial LLCCBIZ Investment Advisory Services, LLC03-10-2020
Robert Arthur BonwellAmeriprise Financial Services, LLCWells Fargo Clearing Services, LLC$15001-24-2020
Robert Arthur Bonwell Jr.Ameriprise Financial Services, LLCWells Fargo Clearing Services, LLC$1,00001-24-2020
Brandon AdkinsAXA Advisors, LLCEdward Jones01-23-2020
Joshua K. DamronCambridge Investment Research, Inc.Northwestern Mutual Investment Services, LLC01-15-2020
Lori M. MiracleHazlett, Burt & Watson, Inc.ValMark Securities, Inc.01-08-2020
Ronald Clark WestMoney Concepts Capital CorpNationwide Securities, LLC01-06-2020
Scott Richard WerdebaughSecurities America, Inc.Lincoln Financial Securities Corporation$5012-18-2019
Joseph Reed JarvisNorthwestern Mutual Investment Services, LLCMorgan Stanley12-11-2019
Kevin W. DavisLPL Financial LLCCUSO Financial Services, L.P.10-28-2019
Samuel Austin StewartMoney Concepts Capital CorpNationwide Securities, LLC10-07-2019
Donald Dean GilsonVoya Financial Advisors, Inc.GWN Securities Inc.09-24-2019
James Robert MeadeFSC Securities CorporationLifeMark Securities Corp.09-09-2019
Mark Lee Harrison IIWesBanco Securities, Inc.AXA Advisors, LLC08-05-2019
Mark Adam WakelandWesBanco Securities, Inc.PNC Investments$5008-02-2019
Janet Elaine GubanicWesBanco Securities, Inc.Key Investment Services LLC07-29-2019
Randy L YoungJ.W. Cole Financial, Inc.W&S Brokerage Services, Inc.06-19-2019
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Showing 1 to 25 of 372 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.