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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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Andrew P. BarclayWoodbury Financial Services, Inc.Thrivent Investment Management Inc.10-11-2018
Bryce James WillibyWoodbury Financial Services, Inc.Thrivent Investment Management Inc.02-04-2020
Byron Jan PalsmaWoodbury Financial Services, Inc.Thrivent Investment Management Inc.11-26-2018
Cresta L ClawsonWoodbury Financial Services, Inc.Thrivent Investment Management Inc.12-19-2018
David William EarleyWoodbury Financial Services, Inc.Thrivent Investment Management Inc.06-09-2010
Hans Andrew StelzerWoodbury Financial Services, Inc.Thrivent Investment Management Inc.07-01-2009
Jacqueline Ann SzczepanskiWoodbury Financial Services, Inc.Thrivent Investment Management Inc.12-02-2016
James Richard FischerWoodbury Financial Services, Inc.Thrivent Investment Management Inc.01-29-2018
Jeffrey Charles Martyn EarleyWoodbury Financial Services, Inc.Thrivent Investment Management Inc.08-04-2010
Jeffrey Paul SchwinglerWoodbury Financial Services, Inc.Thrivent Investment Management Inc.09-07-2016
Jody Kay McDonoughWoodbury Financial Services, Inc.Thrivent Investment Management Inc.01-25-2017
Kent Allen WagnerWoodbury Financial Services, Inc.Thrivent Investment Management Inc.$5001-12-2012
Kevin Andrew JohnsonWoodbury Financial Services, Inc.Thrivent Investment Management Inc.09-17-2018
Rena Zhirong LiWoodbury Financial Services, Inc.Thrivent Investment Management Inc.11-03-2010
Scott Robert NicholsonWoodbury Financial Services, Inc.Thrivent Investment Management Inc.$105-07-2013
Timothy John VorelWoodbury Financial Services, Inc.Thrivent Investment Management Inc.06-03-2010

Showing 1 to 16 of 16 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.