Advisers on the Move

Track the latest teams of advisers and brokers who are changing firms and view recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

For production and additional details, click on adviser(s) name for full profile.

«Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Phillip JohnsonAmeriprise FinancialWoodbury Financial Services$7801-30-2017
Austin Booker, James FallonLPL FinancialWoodbury Financial Services$10006-24-2016
Ryan KaufmanSecurities AmericaWoodbury Financial Services$15008-24-2012
Dave Strunc, Nicholas RussellMulti-Financial SecuritiesWoodbury Financial Services$10006-22-2012
David HilditchSecurities Service NetworkWoodbury Financial Services$6805-30-2012
Lifetime Advisors NetworkJ.W. Cole FinancialWoodbury Financial Services$12011-05-2010
Kevin S. PhillipsFinancial Advisers of AmericaWoodbury Financial Services$5005-03-2010

Showing 1 to 7 of 7 entries

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Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.

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