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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Christopher HartRaymond James Financial Services, Inc.Thrivent Investment Management Inc.06-14-2019
Theodore SuessNYLIFE Securities LLCThrivent Investment Management Inc.06-12-2019
Jason Lee KramarPruco Securities, LLC.Thrivent Investment Management Inc.$2506-11-2019
Christopher Andrew VaughnIFP Securities, LLCThrivent Investment Management Inc.06-07-2019
Isaac LafondIFP Securities, LLCThrivent Investment Management Inc.06-07-2019
Patrick Joseph FoxIFP Securities, LLCThrivent Investment Management Inc.06-07-2019
Eric Christopher BlankenfeldWells Fargo Clearing Services, LLCThrivent Investment Management Inc.$25006-07-2019
Garret LockeCUNA Brokerage Services, Inc.Thrivent Investment Management Inc.05-29-2019
Dexter Keith AlbrechtInfinex Investments, Inc.Thrivent Investment Management Inc.05-28-2019
Mark James KinneyCUSO Financial Services, L.P.Thrivent Investment Management Inc.05-24-2019
Anthony Michael ManasseriPruco Securities, LLC.Thrivent Investment Management Inc.05-22-2019
Caleb LafondEdward JonesThrivent Investment Management Inc.05-17-2019
Eric Peter SirjordMutual of Omaha Investor Services, Inc.Thrivent Investment Management Inc.05-07-2019
Chad WebberEdward JonesThrivent Investment Management Inc.05-06-2019
Brenda Rose ClevenWaddell & ReedThrivent Investment Management Inc.05-03-2019
Darin William HagerdonEdward JonesThrivent Investment Management Inc.05-03-2019
Jaime Sue ValentiniFirst Heartland Capital, Inc.Thrivent Investment Management Inc.05-01-2019
Amanda L PetriAmeriprise Financial Services, LLCThrivent Investment Management Inc.04-29-2019
Tyler John MalotkyThrivent Investment Management Inc.Thrivent Investment Management Inc.04-26-2019
Margaret Ann BrownEdward JonesThrivent Investment Management Inc.04-22-2019
Matthew Jay JenkinsWells Fargo Clearing Services, LLCThrivent Investment Management Inc.04-22-2019
Joshua FullerPruco Securities, LLC.Thrivent Investment Management Inc.04-16-2019
Benjamin Thomas SchraderLPL Financial LLCThrivent Investment Management Inc.04-15-2019
Gregory D. StolleMoney Concepts Capital CorpThrivent Investment Management Inc.04-11-2019
Antonio Pina Pina ZentellaMerrill Lynch, Pierce, Fenner & Smith IncorporatedThrivent Investment Management Inc.04-02-2019
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Showing 1 to 25 of 31 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.