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
Michael Thomas PetersenWoodbury Financial Services, Inc.Questar Capital Corporation$2504-26-2019
Daron Edward McMillanWoodbury Financial Services, Inc.Questar Capital Corporation$50003-01-2019
Cesar Hugo LopezWoodbury Financial Services, Inc.Questar Capital Corporation$10003-01-2019
Charles Anthony MoutonWoodbury Financial Services, Inc.Questar Capital Corporation$10003-01-2019
Tamara Donel Perrin-PreusWoodbury Financial Services, Inc.Questar Capital Corporation$5003-01-2019
Michael John McCayWoodbury Financial Services, Inc.Questar Capital Corporation$5003-01-2019
Kim Duane FooteWoodbury Financial Services, Inc.Questar Capital Corporation$5003-01-2019
Patricia Jean MeyerWoodbury Financial Services, Inc.Questar Capital Corporation$5003-01-2019
Vivian Y R ChuWoodbury Financial Services, Inc.Questar Capital Corporation$5003-01-2019
Christopher James JohnsWoodbury Financial Services, Inc.Questar Capital Corporation$5003-01-2019
Jesus Alvarez LopezWoodbury Financial Services, Inc.Questar Capital Corporation$5003-01-2019
Jack Jui-Lin ChangWoodbury Financial Services, Inc.Questar Capital Corporation$5003-01-2019
Kenneth Lin DammelWoodbury Financial Services, Inc.Questar Capital Corporation$5003-01-2019
Sue Ling WongWoodbury Financial Services, Inc.Questar Capital Corporation$3403-01-2019
Steven Howard SchlosbergWoodbury Financial Services, Inc.Questar Capital Corporation$2503-01-2019
Andrew Charles PeshaWoodbury Financial Services, Inc.Questar Capital Corporation$2503-01-2019
Todd Wynn DekellisWoodbury Financial Services, Inc.Questar Capital Corporation$2503-01-2019
Reid Leonard AllenWoodbury Financial Services, Inc.Questar Capital Corporation$1603-01-2019
Jason Lee LaylandWoodbury Financial Services, Inc.Questar Capital Corporation$1003-01-2019
Daniel Theodore PolsterWoodbury Financial Services, Inc.Questar Capital Corporation$1003-01-2019
Nevin Verne AbrahamWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Rocky William ChisholmWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Don WillnerWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Lior Benjamin AvishayWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Judy Lynn CopenbargerWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Next Page »

Showing 1 to 25 of 51 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.

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