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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
John Todd AndersonCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.07-07-2010
John Trezza Jr.CUSO Financial Services, L.P.Infinex Investments, Inc.05-19-2010
Johnathan T StackhouseCUSO Financial Services, L.P.Good Life Advisors, LLC$1009-07-2018
Jon Carl FoxCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.07-10-2019
Jon Edward DavisCUSO Financial Services, L.P.ProEquities, Inc.$1001-19-2016
Jon Michael VirostekCUSO Financial Services, L.P.The Baker Group, LP11-01-2018
Jonah KaufmanCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.12-07-2011
Jonathan Adam StoftCUSO Financial Services, L.P.Johanson Financial Advisors, Inc.05-01-2019
Jonathan Eric WhitehouseCUSO Financial Services, L.P.Cadaret, Grant & Co., Inc.11-01-2012
Jonathan Patrick SheetsCUSO Financial Services, L.P.SWBC Investment Services, LLC10-18-2011
Jorin Garrick BaleCUSO Financial Services, L.P.BancWest Investment Services, Inc.08-06-2012
Joseph Anthony TurfaCUSO Financial Services, L.P.AXA Advisors, LLC10-05-2009
Joseph Daniel MurphyCUSO Financial Services, L.P.The Mutual Fund Store07-27-2009
Joseph R. HerronCUSO Financial Services, L.P.Lincoln Investment$2502-01-2018
Joshua Andrew StultzCUSO Financial Services, L.P.J.P. Morgan Securities LLC09-17-2015
Joshua Mitchell MayseCUSO Financial Services, L.P.U.S. Bancorp Investments, Inc.06-27-2016
Julie A. NixCUSO Financial Services, L.P.J.P. Morgan Securities LLC08-26-2014
Justin Kimball ParksCUSO Financial Services, L.P.U.S. Bancorp Investments, Inc.06-06-2016
Justin N. PerkinsCUSO Financial Services, L.P.Fifth Third Securities, Inc.08-01-2016
Justin Timothy BaileyCUSO Financial Services, L.P.Wells Fargo Clearing Services, LLC07-19-2019
Kara Michele HarmsenCUSO Financial Services, L.P.LPL Financial LLC06-05-2017
Karen L PaleyCUSO Financial Services, L.P.Signator Investors, Inc.01-24-2017
Kelly Michael RhineCUSO Financial Services, L.P.VALIC Financial Advisors, Inc.09-12-2016
Kevin D. MeyerCUSO Financial Services, L.P.TD Ameritrade, Inc.12-10-2015
Kevin Gyan MasihCUSO Financial Services, L.P.Park Avenue Securities LLC06-16-2014
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Showing 126 to 150 of 272 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.

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