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
Timothy Robert WellmanLPL Financial LLCFirst Heartland Capital, Inc.01-04-2019
Saul Kalu OnyeukuLPL Financial LLCRoyal Alliance Associates, Inc.12-19-2018
Scott Douglas RhodesLPL Financial LLCFSC Securities Corporation11-14-2018
Mark William MillsapLPL Financial LLCSIGNATOR INVESTORS, INC.11-01-2018
Brandon Scott SlaughterLPL Financial LLCBroker Dealer Financial Services Corp.$5010-12-2018
Jeffrey Andrew JohnstonLPL Financial LLCCambridge Investment Research, Inc.$11008-10-2018
Brock William RennerLPL Financial LLCCambridge Investment Research, Inc.08-10-2018
Jonas Cash EverettLPL Financial LLCCambridge Investment Research, Inc.$23708-10-2018
Roger Gordon AbelLPL Financial LLCCambridge Investment Research, Inc.08-10-2018
Jackson Theodore SelkLPL Financial LLCCambridge Investment Research, Inc.$108-10-2018
Matthew Robert WestberryLPL Financial LLCCambridge Investment Research, Inc.$3508-10-2018
Ronald PfeifferLPL 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
Matthew J. KohlsLPL Financial LLCSecurities America, Inc.07-18-2018
Robert Joseph Blazejewski Jr.LPL Financial LLCBroker Dealer Financial Services Corp.$2505-14-2018
James E. WilterdinkLPL Financial LLCVisionPoint Advisory Group05-02-2018
Amanda J. RhoadesLPL Financial LLCLPL Financial LLC04-04-2018
Amit PoddarLPL Financial LLCSignator Investors, Inc.$5003-29-2018
Craig Andrew ArendtLPL Financial LLCPrincipal Securities, Inc.02-12-2018
Russell Grant NielandLPL Financial LLCTD Ameritrade, Inc.01-24-2018

Showing 1 to 22 of 22 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.