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
Andrea Nicole PaulsonNorthwestern Mutual Investment Services, LLCBMO Harris Financial Advisors, Inc.04-10-2020
Darrin Michael SharpNorthwestern Mutual Investment Services, LLCAmeriprise Financial Services, LLC01-28-2020
Antonio Massimo PirainoNorthwestern Mutual Investment Services, LLCNorthwestern Mutual Investment Services, LLC01-17-2020
Russell E. MontgomeryNorthwestern Mutual Investment Services, LLCMML Investors Services, LLC12-17-2019
Anthony Robert EdwardsNorthwestern Mutual Investment Services, LLCJ.P. Morgan Securities LLC12-13-2019
Jacob Richard DeeNorthwestern Mutual Investment Services, LLCPrincipal Securities, Inc.09-13-2019
William David HannemannNorthwestern Mutual Investment Services, LLCAmeriprise Financial Services, LLC08-26-2019
Timothy Donald SalmNorthwestern Mutual Investment Services, LLCThrivent Investment Management Inc.08-22-2019
Matthew Kelly JumpNorthwestern Mutual Investment Services, LLCValMark Securities, Inc.05-17-2019
Shane Ryan WorkmanNorthwestern Mutual Investment Services, LLCWealthspire Capital, LLC01-28-2019
Ivan Alexander GarczynskiNorthwestern Mutual Investment Services, LLCPruco Securities, LLC.08-16-2018
Robert Charles CiriacksNorthwestern Mutual Investment Services, LLCScottrade, Inc.08-15-2018
Paul C SchuelkeNorthwestern Mutual Investment Services, LLCNorthwestern Mutual Investment Services, LLC07-24-2018
Kyle Donald KerrNorthwestern Mutual Investment Services, LLCThrivent Investment Management Inc.07-17-2018
Andrew Stephen GrowNorthwestern Mutual Investment Services, LLCCommonwealth Financial Network$1,00007-16-2018
Matthew Robert BrandtNorthwestern Mutual Investment Services, LLCScottrade, Inc.07-06-2018
Mark Allen SchmittNorthwestern Mutual Investment Services, LLCTransamerica Investors Securities Corporation06-13-2018
Mark Christopher SteffkeNorthwestern Mutual Investment Services, LLCThe Milwaukee Company06-08-2018
Stephen Wellman BeiserNorthwestern Mutual Investment Services, LLCWedbush Securities Inc.05-25-2018
Anne Elizabeth SchlieterNorthwestern Mutual Investment Services, LLCHorace Mann Investors, Inc.05-21-2018
Jacob Peter HoffstatterNorthwestern Mutual Investment Services, LLCNorthwestern Mutual Investment Services, LLC05-09-2018
Corey PutchelNorthwestern Mutual Investment Services, LLCNorthwestern Mutual Investment Services, LLC04-20-2018
Jessica Lynn MansavageNorthwestern Mutual Investment Services, LLCAmeriprise Financial Services, LLC03-23-2018
Thomas Edward MurphyNorthwestern Mutual Investment Services, LLCNorthwestern Mutual Investment Services, LLC12-13-2017
Katie Anne NajarianNorthwestern Mutual Investment Services, LLCHorace Mann Investors, Inc.11-03-2017
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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.