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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jason Donald Marty401k Investment ProfessionalsPackerland Brokerage Services, Inc.02-26-2016
Anna Lynn LautenbachAllstate Financial Services, LLCPackerland Brokerage Services, Inc.06-23-2015
Brian Howard JonesBrokers International Financial Services, LLC.Packerland Brokerage Services, Inc.03-12-2019
Bret William BellBrokers International Financial Services, LLC.Packerland Brokerage Services, Inc.$1010-15-2018
Michael Anthony EliasCentaurus Financial, Inc.Packerland Brokerage Services, Inc.01-02-2019
William Robert Chambers IIIChambers Financial Group, LLC.Packerland Brokerage Services, Inc.06-11-2018
Wendy Rae LochChambers Financial Group, LLC.Packerland Brokerage Services, Inc.06-05-2018
Matthew John AbelsFoster Group, Inc.Packerland Brokerage Services, Inc.08-13-2013
Daniel Raymond Purcell Jr.Infinity Financial ServicesPackerland Brokerage Services, Inc.12-08-2017
Annette Marie GozaKCD Financial, Inc.Packerland Brokerage Services, Inc.03-30-2016
David Jon BernardeKCD Financial, Inc.Packerland Brokerage Services, Inc.01-12-2012
Carlos Arturogonzalez LoayzaKey Investment Services LLCPackerland Brokerage Services, Inc.05-22-2017
Timothy Burton HockmanLPL Financial LLCPackerland Brokerage Services, Inc.$5009-14-2018
Peter Lawrence AndersonLPL Financial LLCPackerland Brokerage Services, Inc.$2504-16-2015
Bruce Carl GilmoreMid Atlantic Capital CorporationPackerland Brokerage Services, Inc.05-20-2015
Matthew Anthony Martinez IIIMML Investors Services, LLCPackerland Brokerage Services, Inc.02-05-2019
Christopher John SchieferMWA Financial Services Inc.Packerland Brokerage Services, Inc.01-10-2013
Joshua Lee PreiserNYLIFE Securities LLCPackerland Brokerage Services, Inc.05-21-2019
Mary Ann Therese ThielkePrincipal Securities, Inc.Packerland Brokerage Services, Inc.10-18-2010
John McInnesPruco Securities, LLC.Packerland Brokerage Services, Inc.01-07-2019
Dewell Roger ClayRegulus Advisors, LLCPackerland Brokerage Services, Inc.$20007-19-2017
Terrence Patrick MurphySuperior Financial Services, Inc.Packerland Brokerage Services, Inc.03-13-2013
Michael Eugene WalstonSuperior Financial Services, Inc.Packerland Brokerage Services, Inc.12-05-2012
Linda Margaret GrzesikSuperior Financial Services, Inc.Packerland Brokerage Services, Inc.09-11-2009
Gregory Paul KrogThrivent Investment Management Inc.Packerland Brokerage Services, Inc.02-17-2009
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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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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