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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Gerald Eric Hagman Jr.Woodbury Financial Services, Inc.LPL Financial LLC06-27-2019
Crystal Rose SdanoWoodbury Financial Services, Inc.Cetera Advisor Networks LLC05-09-2019
Alfred S. HickeyWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Benjamin Carl TompkinsWoodbury Financial Services, Inc.Regulus Advisors, LLC11-16-2018
Jane Marie SnyderWoodbury Financial Services, Inc.SII Investments, Inc.12-18-2017
Kevin E RustWoodbury Financial Services, Inc.SII Investments, Inc.12-15-2017
Gregory Steven CasperWoodbury Financial Services, Inc.SII Investments, Inc.11-10-2017
Alan Ellsworth FreiWoodbury Financial Services, Inc.SII Investments, Inc.11-03-2017
Christopher Robert BrickheimerWoodbury Financial Services, Inc.SII Investments, Inc.11-03-2017
Duwayne David MewsWoodbury Financial Services, Inc.SII Investments, Inc.11-01-2017
David James TassoulWoodbury Financial Services, Inc.SII Investments, Inc.10-31-2017
Steven Charles JohnsonWoodbury Financial Services, Inc.SII Investments, Inc.10-31-2017
Karl James WeizenickerWoodbury Financial Services, Inc.LPL Financial LLC10-31-2017
Kassie Ann SoulekWoodbury Financial Services, Inc.SII Investments, Inc.10-27-2017
Jeanne Marie KaminskeWoodbury Financial Services, Inc.SII Investments, Inc.10-27-2017
Juli Yvonne McNeelyWoodbury Financial Services, Inc.SII Investments, Inc.10-27-2017
Patrick Robert MacgrathWoodbury Financial Services, Inc.SII Investments, Inc.10-27-2017
Rebecca Jo GonzalezWoodbury Financial Services, Inc.SII Investments, Inc.10-27-2017
Linda Lou DraegerWoodbury Financial Services, Inc.SII Investments, Inc.10-26-2017
Karen Lynne WeberWoodbury Financial Services, Inc.SII Investments, Inc.10-26-2017
Julie J WoelfelWoodbury Financial Services, Inc.SII Investments, Inc.10-26-2017
David Alan HornWoodbury Financial Services, Inc.LPL Financial LLC10-23-2017
Gary T. BrewtonWoodbury Financial Services, Inc.LPL Financial LLC10-23-2017
Russell Eugene KenitzerWoodbury Financial Services, Inc.SII Investments, Inc.10-20-2017
Jonathan Michael KroeningWoodbury Financial Services, Inc.SII Investments, Inc.10-18-2017
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Showing 1 to 25 of 82 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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