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
Thomas Gregory CooperWoodbury Financial Services, Inc.Cooper Investment Company03-30-2009
Brent Curtis BowmanWoodbury Financial Services, Inc.VALIC Financial Advisors, Inc.$2501-05-2010
Matthew George ShahadyWoodbury Financial Services, Inc.Waddell & Reed05-24-2012
Gerard Patrick CameloWoodbury Financial Services, Inc.MetLife Securities Inc.02-20-2015
Mark Alax B ThompsonWoodbury Financial Services, Inc.Parkland Securities, LLC09-17-2015
Patrick Allen TwiestWoodbury Financial Services, Inc.Lincoln Financial Advisors Corporation$10012-14-2015
Christopher Allen RhyneWoodbury Financial Services, Inc.MML Investors Services, LLC$1010-14-2016
Rosalind Alfreda BattleWoodbury Financial Services, Inc.Securities America, Inc.07-10-2017
Christopher John TaylorWoodbury Financial Services, Inc.Questar Capital Corporation$15003-01-2019
Joel Evan BurrisWoodbury Financial Services, Inc.Questar Capital Corporation$10003-01-2019
Andrew Joseph HoweWoodbury Financial Services, Inc.Questar Capital Corporation$5203-01-2019
William Charles RoeWoodbury Financial Services, Inc.Questar Capital Corporation$5003-01-2019
Roberta Ann BrumseyWoodbury Financial Services, Inc.Questar Capital Corporation$5003-01-2019
Ronald Robert OlssonWoodbury Financial Services, Inc.Questar Capital Corporation$5003-01-2019
Timothy Marinus PhenecieWoodbury Financial Services, Inc.Questar Capital Corporation$5003-01-2019
Jonathan Edward HillWoodbury Financial Services, Inc.Questar Capital Corporation$2503-01-2019
Christopher S. BassWoodbury Financial Services, Inc.Questar Capital Corporation$2503-01-2019
Samuel Dean TurnerWoodbury Financial Services, Inc.Questar Capital Corporation$2503-01-2019
James C. Ball Jr.Woodbury Financial Services, Inc.Questar Capital Corporation$1003-01-2019
Nancy Marlene ButzekWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Michael Patrick McFaddenWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Bryan Thomas CassellsWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Joseph Daniel DahlWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Jason Henry VieiraWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Jonathan Mackenzie MaloneWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Next Page »

Showing 1 to 25 of 33 entries

Page 1 | 2

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.