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
Aaron D. HendryAmeriprise Financial Services, Inc.LPL Financial LLC07-18-2018
Jeanette Dianne TeleskyAmeriprise Financial Services, Inc.LPL Financial LLC$50005-31-2018
Diova A. GrayAmeriprise Financial Services, Inc.LPL Financial LLC$25004-20-2018
Lucas Michael GiordanoAmeriprise Financial Services, Inc.LPL Financial LLC$50004-20-2018
Michael D. HernandezAXA Advisors, LLCLPL Financial LLC$10005-18-2018
Tara Julie KimminsBancWest Investment Services, Inc.LPL Financial LLC09-05-2018
Bethany J. BurnsBankers Life Securities, Inc.LPL Financial LLC05-08-2018
John Paul NordstromCambridge Investment Research Advisors, Inc.LPL Financial LLC04-02-2018
Geoffrey Allen MettlerCambridge Investment Research, Inc.LPL Financial LLC$50001-16-2018
Bob BrennanCeteraLPL Financial LLC$30010-24-2018
Kathleen Hansen, Heather Hackett, Amanda Reams, Amber ReamsCeteraLPL Financial LLC$18009-24-2018
Paul Francis ChamberlinChamberlin Asset ManagementLPL Financial LLC03-01-2018
Cao Tri TranCity National Securities, Inc.LPL Financial LLC$10005-16-2018
Patrick Sullivan CookCommonwealth Financial NetworkLPL Financial LLC07-12-2018
Liliana Daniela RaduCommonwealth Financial NetworkLPL Financial LLC$10005-22-2018
Robert Neil BurnsCommonwealth Financial NetworkLPL Financial LLC05-22-2018
Scott Alexander SmithConscious Investment Services, LLCLPL Financial LLC07-11-2018
Kathryn J. HackneyCUNA Brokerage Services, Inc.LPL Financial LLC08-24-2018
Monica Sashil ChandraCUNA Brokerage Services, Inc.LPL Financial LLC08-24-2018
Kevin W DavisCUSO Financial Services, L.P.LPL Financial LLC07-23-2018
Jennifer T GoEdward JonesLPL Financial LLC$25010-17-2018
David Martin BullockEdward JonesLPL Financial LLC$37009-14-2018
Michael David IzbotskyFrom Planning To Living LLCLPL Financial LLC09-04-2018
Letitia Steiner BerbaumGramercy Securities, Inc.LPL Financial LLC03-05-2018
William O. HindsIndependent Financial Group, LLCLPL Financial LLC11-08-2018
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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.