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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Timothy Maynard KieslingSecurities Service Network, LLCWoodbury Financial Services, Inc.$110-24-2018
John Gary LadickCambridge Investment Research, Inc.Woodbury Financial Services, Inc.04-30-2018
Eric D IwanskiHarbour Investments, Inc.Woodbury Financial Services, Inc.04-05-2018
Jacqueline Ann SzczepanskiRaymond James Financial Services, Inc.Woodbury Financial Services, Inc.07-24-2017
James Earl EwingHarbour Investments, Inc.Woodbury Financial Services, Inc.10-21-2016
Kenneth John WundrowHarbour Investments, Inc.Woodbury Financial Services, Inc.10-21-2016
Lloyd Wendell MennengaHarbour Investments, Inc.Woodbury Financial Services, Inc.$2510-21-2016
Mark ZierathHarbour Investments, Inc.Woodbury Financial Services, Inc.10-21-2016
Marshall Deon MennengaHarbour Investments, Inc.Woodbury Financial Services, Inc.$19110-21-2016
Megan E DornHarbour Investments, Inc.Woodbury Financial Services, Inc.10-21-2016
Michael James SwensonHarbour Investments, Inc.Woodbury Financial Services, Inc.$1010-21-2016
Patrick Charles FosdickHarbour Investments, Inc.Woodbury Financial Services, Inc.10-21-2016
Royce P KurtzHarbour Investments, Inc.Woodbury Financial Services, Inc.10-21-2016
Taylor John RobsonHarbour Investments, Inc.Woodbury Financial Services, Inc.10-21-2016
Tony Scott MennengaHarbour Investments, Inc.Woodbury Financial Services, Inc.10-21-2016
Kristen Dawn MassieNorthwestern Mutual Investment Services, LLCWoodbury Financial Services, Inc.09-26-2016
Curtis John DowlingSII Investments, Inc.Woodbury Financial Services, Inc.01-29-2016
Richard Stanley Blatter IIGradient Securities, LLCWoodbury Financial Services, Inc.09-11-2015
Andrea Lynn HartwigWEA Investment Services, Inc.Woodbury Financial Services, Inc.08-11-2015
Della May MudryRaymond James Financial Services, Inc.Woodbury Financial Services, Inc.05-18-2015
Gregory GavranKestra Investment Services, LLCWoodbury Financial Services, Inc.03-04-2015
Stephen C ZiblutLPL Financial LLCWoodbury Financial Services, Inc.12-18-2014
Jason Lee OpieSII Investments, Inc.Woodbury Financial Services, Inc.08-14-2013
Brenda Lynn RolliLPL Financial LLCWoodbury Financial Services, Inc.$5003-25-2013
Joseph Lee BerryLPL Financial LLCWoodbury Financial Services, Inc.12-17-2012
Next Page »

Showing 1 to 25 of 44 entries

Page 1 | 2

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.