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
Kurt Edward DeckerCUNA Brokerage Services, Inc.Fifth Third Securities, Inc.$50003-22-2016
Genan Marie KirbyCUNA Brokerage Services, Inc.Fifth Third Securities, Inc.$15001-04-2019
Mark Alan LaneCUNA Brokerage Services, Inc.J.P. Morgan Securities LLC$14010-31-2019
Allison J. ZechCUNA Brokerage Services, Inc.Horace Mann Investors, Inc.$10005-02-2019
John F. HeinzingerCUNA Brokerage Services, Inc.Thurston Springer Financial$10005-15-2013
Kent Allen WeigelCUNA Brokerage Services, Inc.Key Investment Services LLC$10004-16-2012
Steven Daniel SpiveyCUNA Brokerage Services, Inc.Ameriprise Financial Services, Inc.$10008-01-2011
Melissa Ann AcherCUNA Brokerage Services, Inc.Fifth Third Securities, Inc.$10009-16-2009
Ashley D. HallCUNA Brokerage Services, Inc.Cetera Investment Services LLC10-07-2019
Matthew Robert TodtCUNA Brokerage Services, Inc.J.P. Morgan Securities LLC06-24-2019
Jesse Thomas MathenyCUNA Brokerage Services, Inc.Edward Jones03-29-2019
Martin Charles TerryCUNA Brokerage Services, Inc.CFD Investments, Inc.10-09-2018
Joseph John MandujanoCUNA Brokerage Services, Inc.Cetera Advisors LLC01-12-2018
Ryan Scott YocumCUNA Brokerage Services, Inc.Bankers Life Securities, Inc.09-12-2017
Tyler Joe RensbergerCUNA Brokerage Services, Inc.J.P. Morgan Securities LLC03-01-2017
Crystal D. RickardCUNA Brokerage Services, Inc.McAvoy Kemp Wealth Management, LLC02-20-2017
Ernie Guy Lewis Jr.CUNA Brokerage Services, Inc.Investment Professionals, Inc.12-07-2016
Joseph Michael KieferCUNA Brokerage Services, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)09-26-2016
James Ryan MuffCUNA Brokerage Services, Inc.USA Financial Securities Corporation09-19-2016
Phyllis Anne SarabynCUNA Brokerage Services, Inc.PFS Investments Inc.08-17-2016
Brett GladdenCUNA Brokerage Services, Inc.Edward Jones03-29-2016
Michael Scott TaylorCUNA Brokerage Services, Inc.SagePoint Financial, Inc.03-09-2016
Jeffrey David OlbinaCUNA Brokerage Services, Inc.CUSO Financial Services, L.P.02-12-2016
Matthew A. GrabnerCUNA Brokerage Services, Inc.Lincoln Financial Distributors, Inc.08-24-2015
Scott Martin TonkovichCUNA Brokerage Services, Inc.Private Advisor Group, LLC06-04-2015
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Showing 1 to 25 of 26 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.


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