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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Brent E. NicoliasenPackerland Brokerage Services, Inc.Stifel, Nicolaus & Company, Incorporated$2503-27-2019
Mark Steven KnepfelPackerland Brokerage Services, Inc.Cambridge Investment Research, Inc.$1003-21-2019
Timothy D. ObermuellerPackerland Brokerage Services, Inc.Edward Jones01-28-2019
Timothy Lynn GloverPackerland Brokerage Services, Inc.MML Investors Services, LLC12-21-2018
Stephen Paksing FungPackerland Brokerage Services, Inc.Foresters Equity Services, Inc.12-14-2018
Kevin John RohdePackerland Brokerage Services, Inc.Foresters Equity Services, Inc.09-24-2018
Stuart Thomas HendersonPackerland Brokerage Services, Inc.United Advisors America Corporation07-10-2018
Jolanta Ewa GodwodPackerland Brokerage Services, Inc.Stifel, Nicolaus & Company, Incorporated$2504-27-2018
Issac Kou LeePackerland Brokerage Services, Inc.PFS Investments Inc.04-10-2018
Luke Michael LouisonPackerland Brokerage Services, Inc.Foresters Financial Services, Inc.08-22-2017
Kenneth Wayne AndersonPackerland Brokerage Services, Inc.HBW Securities LLC06-16-2017
Alan Lee ReschPackerland Brokerage Services, Inc.Gradient Securities, LLC01-12-2017
Micah John SnyderPackerland Brokerage Services, Inc.NYLIFE Securities LLC12-27-2016
Barbara Ann StuttgenPackerland Brokerage Services, Inc.Transamerica Financial Advisors, Inc08-29-2016
Matthew James StreckenbachPackerland Brokerage Services, Inc.Pruco Securities, LLC.05-23-2016
Calvin Keith Van BeekPackerland Brokerage Services, Inc.LPL Financial LLC$2505-10-2016
Wade Franklin KauffmanPackerland Brokerage Services, Inc.Allstate Financial Services, LLC$1002-02-2016
Paul Charles BreitenfeldtPackerland Brokerage Services, Inc.American Portfolios Financial Services, Inc.11-19-2015
Rick G. WentzPackerland Brokerage Services, Inc.SII Investments, Inc.11-09-2015
Peter Fredrick MadlungPackerland Brokerage Services, Inc.Freedom Investors Corp.09-17-2015
Jonathan Richard BathPackerland Brokerage Services, Inc.Questar Capital Corporation07-24-2015
Danny D AlbertsonPackerland Brokerage Services, Inc.Cetera Advisors LLC04-16-2015
Michael C HandrickPackerland Brokerage Services, Inc.Hermening Advisory Services LLC02-02-2015
Joseph D MeyerPackerland Brokerage Services, Inc.MetLife Securities Inc.01-15-2015
Kurtis Michael PowersPackerland Brokerage Services, Inc.Abacus Investments, Inc.$15001-06-2015
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Showing 1 to 25 of 59 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.


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