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
Seasons Financial GroupVSR Financial ServicesNext Financial$6008-31-2010
Rick Engen & Larry O'CallaghanVSR Financial ServicesFintegra$4007-23-2010
Edward Sokolosky, Shane SullivanVSR Financial ServicesWells Fargo Advisors$5007-23-2010
Joseph Bernardi, Jamie McDonald, Chad KruseVSR Financial ServicesBerthel Fisher$10807-02-2010
James Albright, Susan KreuserVSR Financial ServicesNext Financial$15006-28-2010
Clinton Akerberg, Tom Stecher & Jody StollVSR Financial ServicesSecurian Financial Services$3206-01-2010
Ed Jonaitis, Wayne Brown, Mike Brown, Matt Brown, Mark BrownVSR Financial ServicesISG Equity Sales$26505-19-2010

Showing 1 to 7 of 7 entries

Page 1

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.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.