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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Bryan Melvin LageNorthwestern Mutual Investment Services, LLCThrivent Investment Management Inc.10-17-2019
Nicholas John FamularoNorthwestern Mutual Investment Services, LLCMorgan Stanley08-01-2019
Shane L. SampairNorthwestern Mutual Investment Services, LLCWells Fargo Clearing Services, LLC03-21-2019
Jackie Lynn RiddellNorthwestern Mutual Investment Services, LLCThrivent Investment Management Inc.07-05-2018
Nikolas Stefan BoyceNorthwestern Mutual Investment Services, LLCKahler Financial Group, Inc.10-07-2017
Daniel Joseph TuohyNorthwestern Mutual Investment Services, LLCRaymond James Financial Services, Inc.09-01-2017
Eric J. FranekNorthwestern Mutual Investment Services, LLCU.S. Bancorp Investments, Inc.07-11-2017
Gregg M. SainsburyNorthwestern Mutual Investment Services, LLCThrivent Investment Management Inc.07-10-2017
Benjamin Francis GoodrichNorthwestern Mutual Investment Services, LLCWealth Enhancement Brokerage Services, LLC07-05-2017
Ryan Joseph BlanchardNorthwestern Mutual Investment Services, LLCCetera Advisor Networks LLC06-16-2017
Peter Lawrence AlexanderNorthwestern Mutual Investment Services, LLCScottrade, Inc.05-24-2017
Mitchell J BeckerNorthwestern Mutual Investment Services, LLCNorthwestern Mutual Investment Services, LLC04-24-2017
Charles Kermit AltendorferNorthwestern Mutual Investment Services, LLCAmeriprise Financial Services, LLC03-17-2017
Amanda J. MortensonNorthwestern Mutual Investment Services, LLCNorthwestern Mutual Investment Services, LLC02-16-2017
Michael Alan BakerNorthwestern Mutual Investment Services, LLCAdvised Assets Group, LLC04-08-2016
Christian B RayNorthwestern Mutual Investment Services, LLCAmeriprise Financial Services, LLC11-10-2015
Jill L Conda JacobsonNorthwestern Mutual Investment Services, LLCAmeriprise Financial Services, LLC09-14-2015
Rheanna Lynn HeddingNorthwestern Mutual Investment Services, LLCRBC Capital Markets, LLC04-10-2015
Kendall Sean KoensNorthwestern Mutual Investment Services, LLCThrivent Investment Management Inc.01-09-2015
John James LeonardNorthwestern Mutual Investment Services, LLCGeneos Wealth Management, Inc.10-27-2014
Jennifer Jean WoogNorthwestern Mutual Investment Services, LLCNorthland Securities, Inc.09-03-2014
Samuel S. RutherfordNorthwestern Mutual Investment Services, LLCNorthwestern Mutual Investment Services, LLC08-06-2014
Natalia Dawn KeeneNorthwestern Mutual Investment Services, LLCCRI Securities, LLC04-25-2014
Ryan Dean PytleskiNorthwestern Mutual Investment Services, LLCWells Fargo Clearing Services, LLC10-15-2013
Lindsay Lea OlsonNorthwestern Mutual Investment Services, LLCMML Investors Services, LLC06-13-2013
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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.