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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Beverly Jane BartholomewWoodbury Financial Services, Inc.Allstate Financial Services, LLC$10006-30-2014
Brent Lee DeuelWoodbury Financial Services, Inc.AXA Advisors, LLC$10001-13-2012
David Wayne DeuelWoodbury Financial Services, Inc.AXA Advisors, LLC$50001-13-2012
Clayton James WinklerWoodbury Financial Services, Inc.AXA Advisors, LLC$10001-20-2011
David Andrew BondWoodbury Financial Services, Inc.AXA Advisors, LLC$50001-19-2011
Michael Joseph PalumboWoodbury Financial Services, Inc.Brooklight Place Securities, Inc.$15007-31-2017
Aaron Eric PietilaWoodbury Financial Services, Inc.Farmers Financial Solutions, LLC10-17-2017
Deborah Lee ClarkWoodbury Financial Services, Inc.INVEST Financial Corporation$10011-03-2017
John Albert MandeWoodbury Financial Services, Inc.LPL Financial LLC09-16-2019
Andrew Michael BastianWoodbury Financial Services, Inc.Michigan Securities, Inc.01-16-2019
Timothy Charles ParrosWoodbury Financial Services, Inc.Sigma Financial Corporation10-21-2015
Terry Lee MoffattWoodbury Financial Services, Inc.Signator Investors, Inc.$10011-17-2009
Jordan Michael SeegertWoodbury Financial Services, Inc.SII Investments, Inc.$50011-30-2017
Kevin Paul SeegertWoodbury Financial Services, Inc.SII Investments, Inc.$91011-30-2017
Erin Louise GunnellWoodbury Financial Services, Inc.SII Investments, Inc.$50011-16-2017
Peter John MolesaWoodbury Financial Services, Inc.SII Investments, Inc.11-16-2017
Mark WiseWoodbury Financial Services, Inc.SII Investments, Inc.11-16-2017
Brooke A. Crane-AcreWoodbury Financial Services, Inc.SII Investments, Inc.$25011-10-2017
James Charles Sanders IIWoodbury Financial Services, Inc.SII Investments, Inc.11-10-2017

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.

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