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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Cara Elizabeth LindnerWoodbury Financial Services, Inc.Cambridge Investment Research, Inc.11-05-2019
David Carl BrinkleyWoodbury Financial Services, Inc.Cambridge Investment Research, Inc.10-24-2019
Cassandra Kernodle RickettsWoodbury Financial Services, Inc.Wells Fargo Clearing Services, LLC$5004-18-2019
Shelley Clyde York IIIWoodbury Financial Services, Inc.Wells Fargo Clearing Services, LLC04-18-2019
George Mitchell Harris IIIWoodbury Financial Services, Inc.Wells Fargo Clearing Services, LLC04-18-2019
Jeanette Nesbitt AllenWoodbury Financial Services, Inc.Wells Fargo Clearing Services, LLC$15004-18-2019
Robert Clayton Craven IIIWoodbury Financial Services, Inc.Wells Fargo Clearing Services, LLC$15004-18-2019
Garrett Brandon MullinsWoodbury Financial Services, Inc.Wells Fargo Clearing Services, LLC$5004-18-2019
Sidney M. CollinsWoodbury Financial Services, Inc.Voya Financial Advisors, Inc.10-28-2016
Christopher Allen RhyneWoodbury Financial Services, Inc.MML Investors Services, LLC$1010-14-2016
Patrick Allen TwiestWoodbury Financial Services, Inc.Lincoln Financial Advisors Corporation$10012-14-2015
Mark Alax B ThompsonWoodbury Financial Services, Inc.Parkland Securities, LLC09-17-2015
William David MillerWoodbury Financial Services, Inc.LPL Financial LLC$2506-12-2015
Gerard Patrick CameloWoodbury Financial Services, Inc.MetLife Securities Inc.02-20-2015
Matthew George ShahadyWoodbury Financial Services, Inc.Waddell & Reed05-24-2012
John Lujack NewsomeWoodbury Financial Services, Inc.LPL Financial LLC05-11-2011
Michael Bradford RobbinsWoodbury Financial Services, Inc.Cetera Advisor Networks LLC$10004-30-2010
Paul Walter Byrd Jr.Woodbury Financial Services, Inc.Cetera Advisor Networks LLC04-30-2010
Charles Richard CookeWoodbury Financial Services, Inc.National Planning Corporation04-30-2010
Thomas Gregory CooperWoodbury Financial Services, Inc.Cooper Investment Company03-30-2009

Showing 1 to 20 of 20 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.