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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Robert John GieseFBL Marketing Services, LLCNYLIFE Securities LLC03-30-2020
Joseph William LucasFBL Marketing Services, LLCEdward Jones$1001-30-2020
Jonathan Joseph LouwagieFBL Marketing Services, LLCFarmers Financial Solutions, LLC01-29-2020
Sylvia Sue MorkFBL Marketing Services, LLCLincoln Investment09-20-2019
Jed A. JohnsonFBL Marketing Services, LLCWoodmen Financial Services, Inc.07-23-2019
Rodney John DeckerFBL Marketing Services, LLCVALIC Financial Advisors, Inc.$5007-02-2019
Martin Leslie RappFBL Marketing Services, LLCLPL Financial LLC$1006-25-2019
Daniel Joseph DurantFBL Marketing Services, LLCHarbour Investments, Inc.$1704-15-2019
John A. Denny Jr.FBL Marketing Services, LLCLPL Financial LLC$2503-13-2019
Dale Allen DeurFBL Marketing Services, LLCU.S. Bancorp Investments, Inc.$5001-16-2019
Daniel Wayne SiegfriedFBL Marketing Services, LLCFarmers Financial Solutions, LLC$5009-06-2018
Paul James GlasheenFBL Marketing Services, LLCSaybrus Equity Services, LLC08-28-2018
Nathan S. MooreFBL Marketing Services, LLCAmeritas Investment Company, LLC07-30-2018
James Albert WillsonFBL Marketing Services, LLCFBL Marketing Services, LLC05-23-2018
Michael Thad CorbinFBL Marketing Services, LLCAllstate Financial Services, LLC02-26-2018
Douglas John WhiteFBL Marketing Services, LLCAXA Advisors, LLC02-14-2018
Cameron Edwin BiberdorfFBL Marketing Services, LLCTD Ameritrade Investment Management, LLC06-27-2017
David Robert McNurlenFBL Marketing Services, LLCState Farm VP Management Corp.02-02-2017
Jeffrey Donald CarterFBL Marketing Services, LLCSmart Portfolio Management, LLC12-12-2016
Corey Allen HodgesFBL Marketing Services, LLCCountry Capital Management Company$112-02-2016
Jeffrey Scott BradleyFBL Marketing Services, LLCMML Investors Services, LLC08-08-2016
Kalvin Nicholas JohnsonFBL Marketing Services, LLCBankers Life Securities, Inc.07-19-2016
Timothy Jay MarsFBL Marketing Services, LLCAllstate Financial Services, LLC06-10-2015
Paul E. SoderlundFBL Marketing Services, LLCFarmers Financial Solutions, LLC04-17-2015
John James FriesFBL Marketing Services, LLCNationwide Securities, LLC$1004-16-2015
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Showing 1 to 25 of 42 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.