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.¬ęConsidering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.
|Adviser(s)||Firm joining||Firm leaving||AUM ($M)||Date|
|Phillip Johnson||Ameriprise Financial||Woodbury Financial Services||$78||01-30-2017|
|Austin Booker, James Fallon||LPL Financial||Woodbury Financial Services||$100||06-24-2016|
|Ryan Kaufman||Securities America||Woodbury Financial Services||$150||08-24-2012|
|Dave Strunc, Nicholas Russell||Multi-Financial Securities||Woodbury Financial Services||$100||06-22-2012|
|David Hilditch||Securities Service Network||Woodbury Financial Services||$68||05-30-2012|
|Lifetime Advisors Network||J.W. Cole Financial||Woodbury Financial Services||$120||11-05-2010|
|Kevin S. Phillips||Financial Advisers of America||Woodbury Financial Services||$50||05-03-2010|
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.