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
Robert Eugene McNameeWoodbury Financial Services, Inc.HD Vest Investment Services07-29-2019
Christopher Edward MaglichWoodbury Financial Services, Inc.LexAurum Advisors, LLC06-26-2019
Donald Gregory StonebargerWoodbury Financial Services, Inc.Questar Capital Corporation$15003-01-2019
John M. LynchWoodbury Financial Services, Inc.Questar Capital Corporation$2503-01-2019
James Dennis Kenslow Jr.Woodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Dustin Keith WardWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Shaun Thomas GrieseWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Joseph Michael SigmanWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Shawn Lee EhrhardtWoodbury Financial Services, Inc.Lincoln Financial Advisors Corporation$2506-28-2018
Brett Andrew BrennanWoodbury Financial Services, Inc.National Planning Corporation10-25-2017
Laurie Michelle MartinWoodbury Financial Services, Inc.National Planning Corporation10-25-2017
Samuel Edward HardWoodbury Financial Services, Inc.Cetera Financial Specialists LLC$1008-03-2017
Steven Marc GlazerWoodbury Financial Services, Inc.MetLife Securities Inc.$10006-03-2016
Karen Irene BoykinWoodbury Financial Services, Inc.Park Avenue Securities LLC12-01-2015
Shawn Alan ManuelWoodbury Financial Services, Inc.ProEquities, Inc.05-29-2015
John M. NangleWoodbury Financial Services, Inc.NYLIFE Securities LLC01-09-2015
James Bernard Johnson Sr.Woodbury Financial Services, Inc.Signator Investors, Inc.09-19-2014
Michael Eugene HornWoodbury Financial Services, Inc.Investment Planners, Inc.$5003-06-2014
Brian John Gerard WelchWoodbury Financial Services, Inc.Securities America, Inc.$1007-17-2013
Joseph Austin McCarthy IIIWoodbury Financial Services, Inc.Edward Jones$10003-01-2012
William Thomas LockwoodWoodbury Financial Services, Inc.New England Securities05-31-2011

Showing 1 to 21 of 21 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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