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
Randall Glenn LarsonWoodbury Financial Services, Inc.Larson Financial Advisors, Inc.$50001-02-2009
Anne Maleva ShawWoodbury Financial Services, Inc.Natcity Investments, Inc.$50001-05-2009
John Richard TjonWoodbury Financial Services, Inc.World Group Securities, Inc.$25001-16-2009
Michael Martin BuschWoodbury Financial Services, Inc.Janney Montgomery Scott LLC$50001-26-2009
Jason Hyson LeblancWoodbury Financial Services, Inc.Stanford Group Company03-01-2009
Steven Harry JergesenWoodbury Financial Services, Inc.MML Investors Services, LLC03-09-2009
Thomas Edward FowlerWoodbury Financial Services, Inc.Transamerica Financial Advisors, Inc$50003-13-2009
Thomas Andrew BryantWoodbury Financial Services, Inc.Morgan Stanley & Co. LLC03-13-2009
Thomas Gregory CooperWoodbury Financial Services, Inc.Cooper Investment Company03-30-2009
David Alan LeniusWoodbury Financial Services, Inc.Packerland Brokerage Services, Inc.$10004-16-2009
David Joseph MarinaWoodbury Financial Services, Inc.Sanders Morris Harris LLC04-16-2009
Thomas Edward O'Hehir-JohnsonWoodbury Financial Services, Inc.Ameriprise Financial Services, Inc.$10004-24-2009
Jeffrey Lloyd KraftWoodbury Financial Services, Inc.Edward Jones$10005-01-2009
Matthew Peter GermscheidWoodbury Financial Services, Inc.Ameriprise Financial Services, Inc.$14405-04-2009
Christopher Lee HiestandWoodbury Financial Services, Inc.Ameriprise Financial Services, Inc.$10005-08-2009
Brian Franklin LieschWoodbury Financial Services, Inc.Packerland Brokerage Services, Inc.$10005-21-2009
Chana Kay BeeneWoodbury Financial Services, Inc.New England Securities$15005-29-2009
Randall Richard HeinzenWoodbury Financial Services, Inc.Packerland Brokerage Services, Inc.$10006-19-2009
Thomas James AldrichWoodbury Financial Services, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$25006-26-2009
MARK ANGELO ALEMANWoodbury Financial Services, Inc.UBS Financial Services Inc.$50006-26-2009
Matthew Roy StahlWoodbury Financial Services, Inc.Ameriprise Financial Services, Inc.$10006-29-2009
Anil GulatiWoodbury Financial Services, Inc.AXA Advisors, LLC$50006-29-2009
Hans Andrew StelzerWoodbury Financial Services, Inc.Thrivent Investment Management Inc.07-01-2009
Allan Magnaye AlcaydeWoodbury Financial Services, Inc.U.S. Bancorp Investments, Inc.$25007-02-2009
Timothy Joseph ChaseWoodbury Financial Services, Inc.Packerland Brokerage Services, Inc.$50007-02-2009
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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.