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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Recruiting Scoreboard (Q4 2020)

Recruiting Gains

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Recruiting Losses

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Net Gains

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Net Losses

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Sharon Anne GreenIndependent Financial Group, LLCWoodbury Financial Services, Inc.$5009-15-2020
Adam David GafnerTitletown Wealth Management, LLCWoodbury Financial Services, Inc.05-29-2020
David Alan HornTitletown Wealth Management, LLCWoodbury Financial Services, Inc.05-29-2020
Gary T BrewtonTitletown Wealth Management, LLCWoodbury Financial Services, Inc.05-29-2020
Brooke Anne NewellRaymond James Financial Services, Inc.Woodbury Financial Services, Inc.10-10-2019
Timothy Robert WindlerFirst Allied Securities, Inc.Woodbury Financial Services, Inc.08-27-2019
James John SilbernagelConcorde Investment Services, LLCWoodbury Financial Services, Inc.04-01-2019
Neelam Ramchand Krishnaney-DavisonLPL Financial LLCWoodbury Financial Services, Inc.$5009-28-2018
Patrick Jacob BolandLPL Financial LLCWoodbury Financial Services, Inc.09-28-2018
Tina Faye MooreCambridge Investment Research, Inc.Woodbury Financial Services, Inc.09-27-2018
Jeffrey Alan JahnkeHarbour Investments, Inc.Woodbury Financial Services, Inc.05-14-2018
Ruth Ann TsakonasWaddell & ReedWoodbury Financial Services, Inc.$5005-07-2018
John Gary LadickCambridge Investment Research, Inc.Woodbury Financial Services, Inc.04-30-2018
Marshall Deon MennengaHarbour Investments, Inc.Woodbury Financial Services, Inc.$19110-21-2016
Michael James SwensonHarbour Investments, Inc.Woodbury Financial Services, Inc.10-21-2016
Lloyd Wendell MennengaHarbour Investments, Inc.Woodbury Financial Services, Inc.$2510-21-2016
James Earl EwingHarbour Investments, Inc.Woodbury Financial Services, Inc.10-21-2016
Tony Scott MennengaHarbour Investments, Inc.Woodbury Financial Services, Inc.10-21-2016
Patrick Charles FosdickHarbour Investments, Inc.Woodbury Financial Services, Inc.10-21-2016
Mark ZierathHarbour Investments, Inc.Woodbury Financial Services, Inc.10-21-2016
Taylor John RobsonHarbour Investments, Inc.Woodbury Financial Services, Inc.10-21-2016
Royce KurtzHarbour Investments, Inc.Woodbury Financial Services, Inc.10-21-2016
Andrew BonkHarbour Investments, Inc.Woodbury Financial Services, Inc.10-21-2016
Jude Richard KaveLPL Financial LLCWoodbury Financial Services, Inc.06-22-2016
Cody James KaveLPL Financial LLCWoodbury Financial Services, Inc.06-22-2016
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Showing 1 to 25 of 41 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.