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
Mario P. MinottiWoodbury Financial Services, Inc.New England Securities11-04-2009
Michael Patrick FaloonaWoodbury Financial Services, Inc.World Equity Group, Inc.12-01-2009
Brian Dale CarlisleWoodbury Financial Services, Inc.Voya Financial Advisors, Inc.02-18-2010
Steven Joseph WilhusenWoodbury Financial Services, Inc.Chase Investment Services Corp.02-19-2010
Jock Mckaig CameronWoodbury Financial Services, Inc.VALIC Financial Advisors, Inc.05-03-2010
Delta Francine Jones-WalkerWoodbury Financial Services, Inc.AXA Advisors, LLC$1005-21-2010
Sally Hyunsook ChungWoodbury Financial Services, Inc.MetLife Securities Inc.06-30-2010
Terrence Lee PorroWoodbury Financial Services, Inc.VALIC Financial Advisors, Inc.10-21-2010
Dino Anthony MarnellWoodbury Financial Services, Inc.Brewer Financial Services, LLC$10011-12-2010
Eric James NelsonWoodbury Financial Services, Inc.Chase Investment Services Corp.12-13-2010
Giuseppe CamaioniWoodbury Financial Services, Inc.Transamerica Financial Advisors, Inc$2508-01-2011
David John SoperWoodbury Financial Services, Inc.Transamerica Financial Advisors, Inc$1008-01-2011
Paul Dean HillWoodbury Financial Services, Inc.MML Investors Services, LLC12-19-2011
Matthew David CalleroWoodbury Financial Services, Inc.Bedford Financial Group, Inc.02-01-2012
Michael Robert BakerWoodbury Financial Services, Inc.MML Investors Services, LLC$1007-20-2012
Denise Marie BaranowskiWoodbury Financial Services, Inc.Sigma Financial Corporation12-10-2012
Michael CalabreseWoodbury Financial Services, Inc.ProEquities, Inc.$1001-07-2013
Eric Arthur MarzinkeWoodbury Financial Services, Inc.Transamerica Financial Advisors, Inc$2501-18-2013
John KwasnyWoodbury Financial Services, Inc.World Equity Group, Inc.$1005-23-2013
Mark Jerome SheahanWoodbury Financial Services, Inc.World Equity Group, Inc.06-07-2013
Margaret Mary RemlingerWoodbury Financial Services, Inc.H. Beck, Inc.06-21-2013
Milton Dennis FlanaganWoodbury Financial Services, Inc.Fifth Third Securities, Inc.$5002-12-2014
Michael Norman LabedzWoodbury Financial Services, Inc.LPL Financial LLC$2503-17-2015
Brian Anthony KieferWoodbury Financial Services, Inc.LPL Financial LLC03-17-2015
Anna Bertha AguirreWoodbury Financial Services, Inc.LPL Financial LLC$5009-28-2015
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Showing 1 to 25 of 44 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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