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
Nevin Verne AbrahamWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Rocky William ChisholmWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Don WillnerWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Lior Benjamin AvishayWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Judy Lynn CopenbargerWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Paul Howard PriceWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Daniel Ruben SaucedoWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Osamu MasadaWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Charles W ChaWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Dwight Dai LeeWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Leon ClaytonWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Barry Jerome KlazuraWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Miaojun YuanWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Elwood Clinton AlexanderWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Robert Scott NelsonWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Nelvine Alfonso OcampoWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Marcia Ann BiceWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Francois Sam MarcusWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Mark R. ThompsonWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Steven Patrick McCormickWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Christian Blair BaldreeWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Kenneth James RuffWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Kenneth C. Annaloro Jr.Woodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
David Walker CulpWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Corbin James WeatherbyWoodbury Financial Services, Inc.Questar Capital Corporation03-01-2019
Next Page »

Showing 1 to 25 of 70 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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