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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jeffrey A HolmesPackerland Brokerage Services, Inc.B. Riley Wealth Management$2504-02-2020
Kevin T. ByrnePackerland Brokerage Services, Inc.First Asset Financial Inc.03-30-2020
Christopher Paul SheeranPackerland Brokerage Services, Inc.First Asset Financial Inc.03-30-2020
Jeffrey Allen MulhernPackerland Brokerage Services, Inc.LPL Financial LLC$25003-25-2020
Patrick Leo WeigelPackerland Brokerage Services, Inc.Hornor, Townsend & Kent, LLC03-06-2020
Oscar Anthony ValleraPackerland Brokerage Services, Inc.Pruco Securities, LLC.$2501-02-2020
William Lee HarringtonPackerland Brokerage Services, Inc.Nepsis Advisor Services, Inc.12-26-2019
Natalie Ann BoydPackerland Brokerage Services, Inc.Equity Services, Inc.12-17-2019
Barbara Ann SchragePackerland Brokerage Services, Inc.The O.N. Equity Sales Company09-25-2019
James R. Cooper Jr.Packerland Brokerage Services, Inc.Country Capital Management Company08-01-2019
Benjamin Robert CasselberryPackerland Brokerage Services, Inc.AXA Advisors, LLC07-15-2019
Casey Edward O'LearyPackerland Brokerage Services, Inc.Trinity Wealth Management LLC05-08-2019
Brent E. NicoliasenPackerland Brokerage Services, Inc.Stifel, Nicolaus & Company, Incorporated03-27-2019
Mark Steven KnepfelPackerland Brokerage Services, Inc.Cambridge Investment Research, Inc.$1003-21-2019
David Brian GuevaraPackerland Brokerage Services, Inc.Transamerica Financial Advisors, Inc02-22-2019
Corey M. LashellsPackerland Brokerage Services, Inc.Questar Capital Corporation02-11-2019
Timothy D. ObermuellerPackerland Brokerage Services, Inc.Edward Jones01-28-2019
Randy John ButlerPackerland Brokerage Services, Inc.Voya Financial Advisors, Inc.$5001-11-2019
Timothy Lynn GloverPackerland Brokerage Services, Inc.MML Investors Services, LLC12-21-2018
Leroy Joseph McDonnellPackerland Brokerage Services, Inc.Royal Alliance Associates, Inc.$2512-14-2018
Dale Thomas FreundPackerland Brokerage Services, Inc.Royal Alliance Associates, Inc.$1712-14-2018
Stephen Paksing FungPackerland Brokerage Services, Inc.Foresters Equity Services, Inc.12-14-2018
Patrick John PoeschelPackerland Brokerage Services, Inc.Avantax Investment Services, Inc.11-16-2018
Kevin John RohdePackerland Brokerage Services, Inc.Foresters Equity Services, Inc.09-24-2018
Jeffrey C TessierPackerland Brokerage Services, Inc.Thrivent Investment Management Inc.07-02-2018
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Showing 1 to 25 of 101 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.