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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jennifer Sue BrownellMML Investors Services, LLCThrivent Investment Management Inc.01-10-2020
Lori Ann ReinkeMML Investors Services, LLCThrivent Investment Management Inc.08-09-2019
Jeffrey Russell MyersMML Investors Services, LLCThrivent Investment Management Inc.02-12-2019
Jacob DurenMML Investors Services, LLCThrivent Investment Management Inc.11-12-2018
Kasey Clinton SipiorskiMML Investors Services, LLCThrivent Investment Management Inc.05-07-2018
Richard Gust MakiMML Investors Services, LLCThrivent Investment Management Inc.02-14-2018
Marilyn Neill PangracMML Investors Services, LLCThrivent Investment Management Inc.09-27-2017
Rachel Georgia SamplMML Investors Services, LLCThrivent Investment Management Inc.07-25-2017
Peter Donovan LarsonMML Investors Services, LLCThrivent Investment Management Inc.06-22-2017
Randy Gustav KelbertMML Investors Services, LLCThrivent Investment Management Inc.06-20-2017
Katie OelkerMML Investors Services, LLCThrivent Investment Management Inc.11-21-2016
Daniel Garber BurleighMML Investors Services, LLCThrivent Investment Management Inc.11-15-2016
Thomas D. PerroneMML Investors Services, LLCThrivent Investment Management Inc.07-12-2016
James Wesley CreamerMML Investors Services, LLCThrivent Investment Management Inc.$2507-08-2016
Debra Lynn MillerMML Investors Services, LLCThrivent Investment Management Inc.05-31-2016
Mark Emery JohnsonMML Investors Services, LLCThrivent Investment Management Inc.$2505-11-2016
Daniel Peter GhirsigMML Investors Services, LLCThrivent Investment Management Inc.05-11-2016
Jesse Alan BennightMML Investors Services, LLCThrivent Investment Management Inc.11-30-2015
Darlene Ann WieghatMML Investors Services, LLCThrivent Investment Management Inc.09-15-2015
Jennifer Nicole BeaudetMML Investors Services, LLCThrivent Investment Management Inc.09-15-2015
Michael Emmanuel MillerMML Investors Services, LLCThrivent Investment Management Inc.07-10-2015
Tomarah Lynn ThompsonMML Investors Services, LLCThrivent Investment Management Inc.05-27-2015
James Thomas PreeceMML Investors Services, LLCThrivent Investment Management Inc.05-01-2015
Chad Garrett ThompsonMML Investors Services, LLCThrivent Investment Management Inc.04-22-2015
Max Lee WestermanMML Investors Services, LLCThrivent Investment Management Inc.04-09-2015
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Showing 1 to 25 of 43 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.