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.
Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.Latest moves
| Adviser(s) | Firm joining | Firm leaving | AUM ($M) | Date |
|---|---|---|---|---|
| Jonathan Taylor Gade | IFP Securities, LLC | LPL Financial LLC | $50 | 05-22-2019 |
| Donald Allan Waterbury | IFP Securities, LLC | LPL Financial LLC | $50 | 05-22-2019 |
| Dustin Carl Rinaldi | IFP Securities, LLC | LPL Financial LLC | $50 | 05-22-2019 |
| Michael Corey Carlson | IFP Securities, LLC | LPL Financial LLC | $25 | 05-22-2019 |
| Manuel Ricardo Alicea | IFP Securities, LLC | LPL Financial LLC | $25 | 05-22-2019 |
| Ronald Allen Guiler | IFP Securities, LLC | LPL Financial LLC | $10 | 05-22-2019 |
| Robin Dale Blackman | IFP Securities, LLC | LPL Financial LLC | — | 05-22-2019 |
| Robert Christy Deming | IFP Securities, LLC | LPL Financial LLC | — | 05-22-2019 |
| Steven Allen Andersland | IFP Securities, LLC | LPL Financial LLC | — | 05-22-2019 |
| Martin Phillip Halberg | IFP Securities, LLC | LPL Financial LLC | — | 05-22-2019 |
| John David Davis | IFP Securities, LLC | LPL Financial LLC | — | 05-22-2019 |
| George Albert Cattat | IFP Securities, LLC | LPL Financial LLC | — | 05-22-2019 |
| James Tinsley Welden | IFP Securities, LLC | LPL Financial LLC | — | 05-22-2019 |
| Andrew Joseph Bucher Sr. | IFP Securities, LLC | LPL Financial LLC | — | 05-22-2019 |
| William Jason Yost | IFP Securities, LLC | LPL Financial LLC | — | 05-22-2019 |
| Dustin Robert Alexander | IFP Securities, LLC | LPL Financial LLC | — | 05-22-2019 |
| Jerry Raquel Bulaclac Jr. | IFP Securities, LLC | LPL Financial LLC | — | 05-22-2019 |
| Summer Baskin | IFP Securities, LLC | LPL Financial LLC | — | 05-22-2019 |
| Joshua A. Swenson | IFP Securities, LLC | LPL Financial LLC | — | 05-22-2019 |
| Michael Francis Connolly | IFP Securities, LLC | LPL Financial LLC | — | 05-22-2019 |
| Elio Chiarelli Jr. | IFP Securities, LLC | LPL Financial LLC | — | 05-22-2019 |
| Alphonso James Glover | IFP Securities, LLC | LPL Financial LLC | — | 05-22-2019 |
| Thomas Allen Douglas Jr. | IFP Securities, LLC | LPL Financial LLC | — | 05-22-2019 |
| Johnny P. Nixon III | IFP Securities, LLC | Royal Alliance Associates, Inc. | — | 05-28-2019 |
| Brian Dale Washa | IFP Securities, LLC | Royal Alliance Associates, Inc. | — | 05-25-2019 |
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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.
