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
Joshua Lee PreiserNYLIFE Securities LLCPackerland Brokerage Services, Inc.05-21-2019
Brian Howard JonesBrokers International Financial Services, LLC.Packerland Brokerage Services, Inc.03-12-2019
Matthew Anthony Martinez IIIMML Investors Services, LLCPackerland Brokerage Services, Inc.02-05-2019
John McInnesPruco Securities, LLC.Packerland Brokerage Services, Inc.01-07-2019
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
Daniel Raymond Purcell Jr.Infinity Financial ServicesPackerland Brokerage Services, Inc.12-08-2017
Carlos Arturogonzalez LoayzaKey Investment Services LLCPackerland Brokerage Services, Inc.05-22-2017
Annette Marie GozaKCD Financial, Inc.Packerland Brokerage Services, Inc.03-30-2016
Jason Donald Marty401k Investment ProfessionalsPackerland Brokerage Services, Inc.02-26-2016
Anna Lynn LautenbachAllstate Financial Services, LLCPackerland Brokerage Services, Inc.06-23-2015
Bruce Carl GilmoreMid Atlantic Capital CorporationPackerland Brokerage Services, Inc.05-20-2015
Matthew John AbelsFoster Group, Inc.Packerland Brokerage Services, Inc.08-13-2013
Donald L. Schleicher LutcfWoodbury Financial Services, Inc.Packerland Brokerage Services, Inc.06-20-2013
Terrence Patrick MurphySuperior Financial Services, Inc.Packerland Brokerage Services, Inc.03-13-2013
Christopher John SchieferMWA Financial Services Inc.Packerland Brokerage Services, Inc.01-10-2013
Michael Eugene WalstonSuperior Financial Services, Inc.Packerland Brokerage Services, Inc.12-05-2012
David Jon BernardeKCD Financial, Inc.Packerland Brokerage Services, Inc.01-12-2012
Mary Ann Therese ThielkePrincipal Securities, Inc.Packerland Brokerage Services, Inc.10-18-2010
Michelle Lynn BauerUSA Financial Securities CorporationPackerland Brokerage Services, Inc.09-02-2010
John Albert Wilke Sr.Woodbury Financial Services, Inc.Packerland Brokerage Services, Inc.05-21-2010
Matthew Allen TrypucWoodbury Financial Services, Inc.Packerland Brokerage Services, Inc.05-21-2010
Linda Margaret GrzesikSuperior Financial Services, Inc.Packerland Brokerage Services, Inc.09-11-2009
Jeffrey Lee JustWoodbury Financial Services, Inc.Packerland Brokerage Services, Inc.08-03-2009
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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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