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.

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Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Joseph James Di BiasiWoodbury Financial Services, Inc.MML Investors Services, LLC02-21-2020
Gregory B. McElhenyWoodbury Financial Services, Inc.MML Investors Services, LLC02-21-2020
Steven Frederick CutterWoodbury Financial Services, Inc.MML Investors Services, LLC$1002-03-2020
Gregory Patrick BurrellWoodbury Financial Services, Inc.MML Investors Services, LLC$5002-03-2020
Stephen Wayne StrongWoodbury Financial Services, Inc.MML Investors Services, LLC$5702-03-2020
Courtney Kristen BurrellWoodbury Financial Services, Inc.MML Investors Services, LLC02-03-2020
Thomas Mccleery NiverWoodbury Financial Services, Inc.Kestra Advisory Services, LLC$5007-26-2018
Edward Joseph TweleWoodbury Financial Services, Inc.Next Financial Group, Inc.$10007-10-2018
Mitchell Bruce Moore Jr.Woodbury Financial Services, Inc.Next Financial Group, Inc.$10007-10-2018
Matthew G LancasterWoodbury Financial Services, Inc.Next Financial Group, Inc.$5007-10-2018
Dustin Shane McDonaldWoodbury Financial Services, Inc.Parkland Securities, LLC12-05-2017
Aaron JensenWoodbury Financial Services, Inc.Farmers Financial Solutions, LLC04-26-2017
John Sefton ClarkeWoodbury Financial Services, Inc.Cincinnati Analysts, Inc.10-04-2010
Ronald Everett CornellWoodbury Financial Services, Inc.Raymond James Financial Services, Inc.01-12-2010
Barry Dean NightingaleWoodbury Financial Services, Inc.Parkland Securities, LLC07-10-2009
Delbert Willard CarnesWoodbury Financial Services, Inc.Parkland Securities, LLC07-07-2009
William Bowden SimmermonWoodbury Financial Services, Inc.M Holdings Securities, Inc.08-20-2020
William Bowden SimmermonWoodbury Financial Services, Inc.M Holdings Securities, Inc.08-20-2020
William Bowden SimmermonWoodbury Financial Services, Inc.M Holdings Securities, Inc.08-20-2020

Showing 1 to 19 of 19 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.