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
Brian Edwin FarleyMerrill Lynch, Pierce, Fenner & Smith IncorporatedThrivent Investment Management Inc.08-24-2020
Nathan A SchoenherrBrokers International Financial Services, LLC.Thrivent Investment Management Inc.07-13-2020
Russell Stanton BoldU.S. Bancorp Investments, Inc.Thrivent Investment Management Inc.03-09-2020
Thomas Alan BaehmanOneAmerica Securities, Inc.Thrivent Investment Management Inc.02-11-2020
David LardinoisTriad Advisors LLCThrivent Investment Management Inc.01-27-2020
James Peter HealyNYLIFE Securities LLCThrivent Investment Management Inc.01-15-2020
Jennifer Sue BrownellMML Investors Services, LLCThrivent Investment Management Inc.01-10-2020
Timothy Donald MeyersEdward JonesThrivent Investment Management Inc.11-15-2019
Hilary J SweeneyOrgel Wealth Management, LLCThrivent Investment Management Inc.10-03-2019
Benjamin Akiro LawsPurshe Kaplan Sterling InvestmentsThrivent Investment Management Inc.09-26-2019
Timothy Donald SalmNorthwestern Mutual Investment Services, LLCThrivent Investment Management Inc.08-22-2019
Joel Thomas SauerMilestone Investment Advisors, LLCThrivent Investment Management Inc.08-14-2019
Keenan Thomas James MeitnerU.S. Bancorp Investments, Inc.Thrivent Investment Management Inc.08-06-2019
Skye ManningEdward JonesThrivent Investment Management Inc.07-19-2019
James John CzubekAssociated Investment Services, Inc.Thrivent Investment Management Inc.06-26-2019
Jason Raymond JacobsonAssociated Investment Services, Inc.Thrivent Investment Management Inc.06-20-2019
Theodore SuessNYLIFE Securities LLCThrivent Investment Management Inc.06-12-2019
Jason Lee KramarPruco Securities, LLC.Thrivent Investment Management Inc.$2506-11-2019
Eric Christopher BlankenfeldWells Fargo Clearing Services, LLCThrivent Investment Management Inc.$25006-07-2019
Matthew William BeckerOneAmerica Securities, Inc.Thrivent Investment Management Inc.03-04-2019
Landon Richard WieseFirst Allied Securities, Inc.Thrivent Investment Management Inc.11-02-2018
Jessica Lynn DontjeLPL Financial LLCThrivent Investment Management Inc.07-23-2018
Kyle Donald KerrNorthwestern Mutual Investment Services, LLCThrivent Investment Management Inc.07-17-2018
Tina Marie GrenlieEdward JonesThrivent Investment Management Inc.05-25-2018
Mark John Melby HoffmanMilborn Advisors, LtdThrivent Investment Management Inc.05-14-2018
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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.