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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jason Scott HenryLPL Financial LLCCambridge Investment Research, Inc.08-31-2018
Brock William RennerLPL Financial LLCCambridge Investment Research, Inc.08-10-2018
Michael Allan DawsonLPL Financial LLCCambridge Investment Research, Inc.08-10-2018
Casey MushrushLPL Financial LLCCambridge Investment Research, Inc.08-10-2018
Justin Tyler SchultesLPL Financial LLCCambridge Investment Research, Inc.08-10-2018
Leo Jerome KernLPL Financial LLCCambridge Investment Research, Inc.07-30-2018
Kristi Lee DesepoliLPL Financial LLCCambridge Investment Research, Inc.04-19-2018
Kevin Wayne DuncanLPL Financial LLCCambridge Investment Research, Inc.02-05-2018
Anne Elise PetersonLPL Financial LLCCambridge Investment Research, Inc.$10010-19-2018
James Rupert HenryLPL Financial LLCCambridge Investment Research, Inc.$10008-31-2018
Roger Gordon AbelLPL Financial LLCCambridge Investment Research, Inc.$10008-10-2018
Kenny Don CutlerLPL Financial LLCCambridge Investment Research, Inc.$10004-02-2018
Jeffrey Andrew JohnstonLPL Financial LLCCambridge Investment Research, Inc.$11008-10-2018
Jonas Cash EverettLPL Financial LLCCambridge Investment Research, Inc.$23708-10-2018
David John NesbittLPL Financial LLCCambridge Investment Research, Inc.$25009-18-2018
Ilene B. GohmertLPL Financial LLCCambridge Investment Research, Inc.$25009-05-2018
John Tyler Wofford IIILPL Financial LLCCambridge Investment Research, Inc.$25008-31-2018
Matthew Robert WestberryLPL Financial LLCCambridge Investment Research, Inc.$35008-10-2018
Joseph Dale HermesLPL Financial LLCCambridge Investment Research, Inc.$50009-05-2018
Jackson Theodore SelkLPL Financial LLCCambridge Investment Research, Inc.$50008-10-2018
James Anthony RitcheyLPL Financial LLCCambridge Investment Research, Inc.$70007-26-2018

Showing 1 to 21 of 21 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.