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.

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

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Deborah Ann SandersJ.P. Morgan Securities LLCNew England Securities03-24-2014
Jonathon E VenhuizenPackerland Brokerage Services, Inc.New England Securities$10012-02-2013
Diane E EcholsFBL Marketing Services, LLCNew England Securities$12001-17-2013
Paul R PrettiPackerland Brokerage Services, Inc.New England Securities12-03-2012
Steven David KurlandSII Investments, Inc.New England Securities11-19-2012
Paul Joseph Nobels Jr.Voya Financial Advisors, Inc.New England Securities10-01-2012
Gregory James CrossPackerland Brokerage Services, Inc.New England Securities$25009-21-2012
Nicholas James WhiteHarbour Investments, Inc.New England Securities$10007-17-2012
Jeremy Chad MashburnCambridge Investment Research, Inc.New England Securities$50007-02-2012
Aaron G TachonHarbour Investments, Inc.New England Securities05-18-2012
Todd Allen PowersMerrill Lynch, Pierce, Fenner & Smith IncorporatedNew England Securities$10003-06-2012
Jason L RadtkeLPL Financial LLCNew England Securities07-13-2011
Darryl Richard BernhardtLPL Financial LLCNew England Securities07-01-2011
Todd John JohnsonMutual of America Life Insurance CompanyNew England Securities09-01-2009
Marvin Leroy GroomU.S. Bancorp Investments, Inc.New England Securities$10001-26-2009

Showing 1 to 15 of 15 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.


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