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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Danny Brent BerrymanPlanMember Securities CorporationLPL Financial LLC01-09-2019
Damon Curtis SimpsonMutual Advisors, LLCLPL Financial LLC01-07-2019
Jena Lynn SullivanEdward JonesLPL Financial LLC01-07-2019
Michael Thomas HollowayCook Wealth Management Group LLCLPL Financial LLC01-07-2019
Jason Carlyle SeymourTownSquare Capital, LLCLPL Financial LLC01-04-2019
Michael D. ThieryJ.P. Morgan Securities LLCLPL Financial LLC01-03-2019
Kenneth John McManusSecurities America, Inc.LPL Financial LLC12-21-2018
Scott Edward FluetSecurities America, Inc.LPL Financial LLC12-21-2018
Sharon A. McLeanRaymond James & Associates, Inc.LPL Financial LLC12-21-2018
Brian Edward WootenCharles Schwab & Co., Inc.LPL Financial LLC12-20-2018
Tylen Lee TurmanCadaret, Grant & Co., Inc.LPL Financial LLC12-20-2018
Kathe Sorrentino WilsonLPL Financial LLCLPL Financial LLC12-19-2018
Patricia Lorraine MioneMutual Advisors, LLCLPL Financial LLC12-19-2018
Justin Miles McDannaldCadaret, Grant & Co., Inc.LPL Financial LLC12-18-2018
Steven Anthony TommasoneAscensus Broker Dealer Services, LLCLPL Financial LLC12-18-2018
Patricia Ann LloydArdent Wealth Management Inc.LPL Financial LLC12-18-2018
Thomas PapadopoulosLPL Financial LLCLPL Financial LLC12-17-2018
Robert Walter McIntoshFSC Securities CorporationLPL Financial LLC12-17-2018
Jordan Glenn LewisCommonwealth Financial NetworkLPL Financial LLC12-17-2018
Evan Greggory LavoieLincoln Financial Advisors CorporationLPL Financial LLC12-17-2018
Larry TopolanskiAllstate Financial Services, LLCLPL Financial LLC12-14-2018
Alexis Jill HowardKey Investment Services LLCLPL Financial LLC12-12-2018
Benjamin Joseph BuehlerSecurian Financial Services, Inc.LPL Financial LLC12-12-2018
Patrick Anthony QuinnJ.P. Morgan Securities LLCLPL Financial LLC12-11-2018
John Michael EhlersResources Investment AdvisorsLPL Financial LLC$2501-09-2019
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Showing 1 to 25 of 38 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.