Advisers on the Move TEST

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
Sylvia Sue MorkFBL Marketing Services, LLCLincoln Investment09-20-2019
Paul James GlasheenFBL Marketing Services, LLCSaybrus Equity Services, LLC08-28-2018
Michael Thad CorbinFBL Marketing Services, LLCAllstate Financial Services, LLC02-26-2018
Douglas John WhiteFBL Marketing Services, LLCAXA Advisors, LLC02-14-2018
David Robert McnurlenFBL Marketing Services, LLCState Farm VP Management Corp.02-02-2017
Jeffrey Donald CarterFBL Marketing Services, LLCSmart Portfolio Management, LLC12-12-2016
Kalvin Nicholas JohnsonFBL Marketing Services, LLCBankers Life Securities, Inc.07-19-2016
Jeffrey Alan HittFBL Marketing Services, LLCBroker Dealer Financial Services Corp.04-06-2016
Felicia Frances WeeksFBL Marketing Services, LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)11-24-2015
Timothy Jay MarsFBL Marketing Services, LLCAllstate Financial Services, LLC06-10-2015
William Michael SimpsonFBL Marketing Services, LLCAllstate Financial Services, LLC08-22-2014
Andrew F. FischerFBL Marketing Services, LLCNorthwestern Mutual Investment Services, LLC03-03-2014
Jeff R. StewartFBL Marketing Services, LLCAmeritas Investment Corp.11-11-2013
Jacob D. MuellerFBL Marketing Services, LLCNorthwestern Mutual Investment Services, LLC03-21-2012
Larry Jay HorbachFBL Marketing Services, LLCState Farm VP Management Corp.06-22-2011
Glenna Lee TrosperFBL Marketing Services, LLCPrincipal Securities, Inc.08-19-2009
Joel McKeeverFBL Marketing Services, LLCVoya Financial Advisors, Inc.07-25-2009
Joseph William LucasFBL Marketing Services, LLCEdward Jones$1001-30-2020
Martin Leslie RappFBL Marketing Services, LLCLPL Financial LLC$10006-25-2019
Jeffrey Scott BradleyFBL Marketing Services, LLCMML Investors Services, LLC$10008-08-2016
John James FriesFBL Marketing Services, LLCNationwide Securities, LLC$10004-16-2015
Sherry S. GebersFBL Marketing Services, LLCNYLIFE Securities LLC$10010-20-2009
Marty Lynn BurgusFBL Marketing Services, LLCPrincipal Securities, Inc.$15011-12-2012
Daniel Joseph DurantFBL Marketing Services, LLCHarbour Investments, Inc.$17004-15-2019
John A Denny Jr.FBL Marketing Services, LLCLPL Financial LLC$25003-13-2019
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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.