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
Mirjana KljajicWoodbury Financial Services, Inc.BMO Harris Financial Advisors, Inc.03-18-2020
Walter A. DeehringWoodbury Financial Services, Inc.Lion Street Financial, LLC03-17-2020
Matthew John BoehmWoodbury Financial Services, Inc.Lion Street Financial, LLC$5001-31-2020
Michael Lenny McGavinWoodbury Financial Services, Inc.BMO Harris Financial Advisors, Inc.$2511-18-2019
Kevin Michael FahyWoodbury Financial Services, Inc.Benjamin F. Edwards & Company, Inc.$15003-04-2019
Andrew P. BarclayWoodbury Financial Services, Inc.Thrivent Investment Management Inc.10-11-2018
Christopher Brian SnedekerWoodbury Financial Services, Inc.Investment Planners, Inc.07-30-2018
Carol Ann HultgrenWoodbury Financial Services, Inc.Cetera Advisors LLC$1006-01-2018
Mark Elmer StevensonWoodbury Financial Services, Inc.LPL Financial LLC$5003-23-2018
Gregory Owen FrazierWoodbury Financial Services, Inc.LPL Financial LLC01-16-2018
Michael Andrew CoracyWoodbury Financial Services, Inc.SII Investments, Inc.01-08-2018
John Malone ChurchillWoodbury Financial Services, Inc.SII Investments, Inc.$21401-02-2018
William Jonathan AndrewWoodbury Financial Services, Inc.SII Investments, Inc.01-02-2018
James Patrick CotterWoodbury Financial Services, Inc.Farmers Financial Solutions, LLC11-21-2017
Todd Richard GrahamWoodbury Financial Services, Inc.MML Investors Services, LLC09-26-2017
David Harvey GreenspahnWoodbury Financial Services, Inc.Mutual Trust Co. of America Securities12-22-2016
Daniel Patrick WachsWoodbury Financial Services, Inc.Uhlmann Investment Management, L.L.C.$1009-27-2016
Thomas Stuart White IIIWoodbury Financial Services, Inc.Lion Street Financial, LLC08-04-2016
Mark Alan MappaWoodbury Financial Services, Inc.Kestra Investment Services, LLC03-24-2016
Philip James YunWoodbury Financial Services, Inc.PFS Investments Inc.10-21-2015
Jeffrey Carter JohnsonWoodbury Financial Services, Inc.PFS Investments Inc.10-02-2015
Anna Bertha AguirreWoodbury Financial Services, Inc.LPL Financial LLC$5009-28-2015
Michael Andrew KasulaWoodbury Financial Services, Inc.The Leaders Group, Inc.07-15-2015
Brian Robert PageWoodbury Financial Services, Inc.LPL Financial LLC03-17-2015
Michael Norman LabedzWoodbury Financial Services, Inc.LPL Financial LLC$2503-17-2015
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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.