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
Dean Jeffery CallisonWoodbury Financial Services, Inc.First Heartland Capital, Inc.$5001-30-2020
Verlin Joseph BoesWoodbury Financial Services, Inc.Voya Financial Advisors, Inc.$1010-31-2017
Jacob Alec Joseph HeckmanWoodbury Financial Services, Inc.Park Avenue Securities LLC10-19-2017
Brennen S. NewtonWoodbury Financial Services, Inc.Principal Securities, Inc.08-21-2017
Bryan Scott NewtonWoodbury Financial Services, Inc.Principal Securities, Inc.08-21-2017
Tae Chung KimWoodbury Financial Services, Inc.Principal Securities, Inc.07-28-2017
Jeffery K. BelzeskiWoodbury Financial Services, Inc.Principal Securities, Inc.07-17-2017
Richard Thaddeus LincolnWoodbury Financial Services, Inc.Cambridge Investment Research, Inc.06-14-2016
Guy D. JensenWoodbury Financial Services, Inc.Mutual of Omaha Investor Services, Inc.01-12-2016
Matthew C GeisWoodbury Financial Services, Inc.Mutual of Omaha Investor Services, Inc.01-12-2016
Tyler Grant DavidsonWoodbury Financial Services, Inc.Mutual of Omaha Investor Services, Inc.12-01-2014
Jonathan Joseph TwidwellWoodbury Financial Services, Inc.Mutual of Omaha Investor Services, Inc.11-28-2014

Showing 1 to 12 of 12 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.