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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aidan W. HamakerCreative PlanningAmerican Century Investment Services Inc.09-02-2016
Andrew Brandt BradshawCreative PlanningAmerican Century Investment Services Inc.08-19-2016
Andrew William BeilPrime Capital Investment Advisors, LLCAmerican Century Investment Services Inc.02-18-2020
Benjamin Thomas MulliganGWFS Equities, Inc.American Century Investment Services Inc.04-20-2017
Cale E. HillCharles Schwab & Co., Inc.American Century Investment Services Inc.07-16-2014
Chase Thomas KeelerMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmerican Century Investment Services Inc.05-13-2019
Christopher Michael SheridanArvest Wealth ManagementAmerican Century Investment Services Inc.05-29-2019
Donna Lynn TildenWaddell & ReedAmerican Century Investment Services Inc.09-20-2012
Eric W SeifertFirst Bankers' Banc Securities, IncAmerican Century Investment Services Inc.07-20-2009
Gregory Carl MansfieldTIAA-CREF Individual & Institutional Services, LLCAmerican Century Investment Services Inc.12-10-2014
Jason Edward ScottNorthwestern Mutual Investment Services, LLCAmerican Century Investment Services Inc.01-07-2020
Jens Ian ChristensonCommunityAmerica Financial Solutions, LLCAmerican Century Investment Services Inc.03-14-2018
John Bertram HullTriad Advisors LLCAmerican Century Investment Services Inc.08-04-2017
John Martin ModersonResources Investment AdvisorsAmerican Century Investment Services Inc.11-17-2016
John Robert FaulkenberryCreative PlanningAmerican Century Investment Services Inc.02-16-2018
Jordan M. O'GradyFAS Corp.American Century Investment Services Inc.09-23-2014
Jordan Michael TuckerFidelity Brokerage Services LLCAmerican Century Investment Services Inc.06-23-2017
Kevin Paul FrevertMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmerican Century Investment Services Inc.01-21-2015
Kristina B SvejdaOppenheimer & Co. Inc.American Century Investment Services Inc.06-04-2010
Kyle Edward PetersTD Ameritrade Investment Management, LLCAmerican Century Investment Services Inc.01-28-2020
Marco B. MirosSecurian Financial Services, Inc.American Century Investment Services Inc.10-09-2019
Mark Daniel VaterCreative PlanningAmerican Century Investment Services Inc.10-19-2015
Michael Alan KonzenCreative PlanningAmerican Century Investment Services Inc.10-19-2015
Michael J. KetchumGWFS Equities, Inc.American Century Investment Services Inc.03-20-2017
Michael W. PersellCommunityAmerica Financial Solutions, LLCAmerican Century Investment Services Inc.06-26-2019
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Showing 1 to 25 of 35 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.