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
Adam Edwin PrzybyloNorthwestern Mutual Investment Services, LLCPruco Securities, LLC.01-11-2010
Adam Jared ZechmanNorthwestern Mutual Investment Services, LLCLupo Securities, LLC$50005-14-2013
Andrew J. PeskoNorthwestern Mutual Investment Services, LLCMadison Avenue Securities, LLC11-13-2015
Andrew K. CashmanNorthwestern Mutual Investment Services, LLCInvestment Planners, Inc.$10008-27-2018
Anthony John ErzenNorthwestern Mutual Investment Services, LLCTD Ameritrade, Inc.03-15-2019
Archie B. Gaither Jr.Northwestern Mutual Investment Services, LLCCharles Schwab & Co., Inc.04-09-2018
Becky Joy DevriesNorthwestern Mutual Investment Services, LLCMorgan Stanley08-06-2019
Benjamin Joseph PortnerNorthwestern Mutual Investment Services, LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)10-03-2018
Blake Alan CrousoreNorthwestern Mutual Investment Services, LLCMetLife Securities Inc.$10012-23-2010
Chad Michael OpelNorthwestern Mutual Investment Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10005-01-2009
Christopher Daniel MasonNorthwestern Mutual Investment Services, LLCWilliam Blair05-23-2011
Corey Robert WishniaNorthwestern Mutual Investment Services, LLCAmeriprise Financial Services, Inc.06-25-2018
Crystal Marie KretschmerNorthwestern Mutual Investment Services, LLCLincoln Financial Advisors Corporation05-12-2011
David Allen Bailey IINorthwestern Mutual Investment Services, LLCScottrade, Inc.06-12-2018
David John LindbergNorthwestern Mutual Investment Services, LLCFirst Trust Portfolios L.P.05-07-2018
David Joseph HendersonNorthwestern Mutual Investment Services, LLCChase Investment Services Corp.$50002-16-2011
Eddie R. TolbertNorthwestern Mutual Investment Services, LLCPNC Investments$25011-16-2018
Emily Olson PatteeNorthwestern Mutual Investment Services, LLCMorgan Stanley12-04-2018
Hanna GrichanikNorthwestern Mutual Investment Services, LLCUBS Financial Services Inc.10-15-2014
Jeffrey William StaszakNorthwestern Mutual Investment Services, LLCJ.P. Morgan Securities LLC03-27-2019
Jeremy Richard FagerNorthwestern Mutual Investment Services, LLCNew England Securities08-19-2011
Jonathan Michael CzopekNorthwestern Mutual Investment Services, LLCJ.P. Morgan Securities LLC12-14-2016
Jonathan Richard RyanNorthwestern Mutual Investment Services, LLCPurshe Kaplan Sterling Investments01-12-2015
Joseph Frederick CramseyNorthwestern Mutual Investment Services, LLCSecurities America, Inc.01-30-2015
Joshua Ariel LelahNorthwestern Mutual Investment Services, LLCNorthern Trust Securities, Inc.$50006-29-2010
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Showing 1 to 25 of 54 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.