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
David Anthony KabatSupreme Alliance LLCWoodbury Financial Services, Inc.07-17-2013
Glen Alan HedgspethLPL Financial LLCWoodbury Financial Services, Inc.10-28-2011
Ronald Frank VanhornPrivate Client Services, LLCWoodbury Financial Services, Inc.$2505-12-2010
Paula Jane ParkersonPrivate Client Services, LLCWoodbury Financial Services, Inc.05-07-2010
Jason Garrick LangleyPrivate Client Services, LLCWoodbury Financial Services, Inc.05-06-2010
Ralph Edward SwallowsPrivate Client Services, LLCWoodbury Financial Services, Inc.$1005-04-2010
Michael George DuganPrivate Client Services, LLCWoodbury Financial Services, Inc.05-03-2010
Richard Joseph RobinsonPrivate Client Services, LLCWoodbury Financial Services, Inc.$2505-03-2010
John Alan BurkePrivate Client Services, LLCWoodbury Financial Services, Inc.05-03-2010
Sammy Joseph KudmaniPrivate Client Services, LLCWoodbury Financial Services, Inc.05-03-2010
Alex P LindlePrivate Client Services, LLCWoodbury Financial Services, Inc.05-03-2010
Cindy Elizabeth LindlePrivate Client Services, LLCWoodbury Financial Services, Inc.05-03-2010
Michael Robert DuganPrivate Client Services, LLCWoodbury Financial Services, Inc.05-03-2010
Robert Jon SprawlsPrivate Client Services, LLCWoodbury Financial Services, Inc.$5004-27-2010
Valerie M. DownsThe Investment Center, Inc.Woodbury Financial Services, Inc.04-20-2010
Michael Joseph MoormanPrivate Client Services, LLCWoodbury Financial Services, Inc.$5004-05-2010
David Glenn WhitePrivate Client Services, LLCWoodbury Financial Services, Inc.01-05-2010
Victor M. MeyerowitzPrivate Client Services, LLCWoodbury Financial Services, Inc.01-05-2010
Steven Lee KingPrivate Client Services, LLCWoodbury Financial Services, Inc.$1001-05-2010
Christopher Lee KincadePrivate Client Services, LLCWoodbury Financial Services, Inc.01-04-2010
Steven Harry JergesenPrivate Client Services, LLCWoodbury Financial Services, Inc.01-04-2010
Tracy Renee HardinPrivate Client Services, LLCWoodbury Financial Services, Inc.01-04-2010
Charles Frederick NealPrivate Client Services, LLCWoodbury Financial Services, Inc.01-04-2010
Jacqueline Claire GibbsPrivate Client Services, LLCWoodbury Financial Services, Inc.$5001-04-2010
Daniel Ernest DavisAusdal Financial Partners, Inc.Woodbury Financial Services, Inc.$1007-29-2009
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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.