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
Frank Taylor KremerPrivate Client Services, LLCThrivent Investment Management Inc.02-18-2020
William L CollingbourneEdward JonesThrivent Investment Management Inc.01-14-2020
James C BlakeBrand Asset Management Group, Inc.Thrivent Investment Management Inc.10-18-2019
Stacey Irene SkeensAllstate Financial Services, LLCThrivent Investment Management Inc.08-01-2019
Anthony Michael ManasseriPruco Securities, LLC.Thrivent Investment Management Inc.05-22-2019
Chad WebberEdward JonesThrivent Investment Management Inc.05-06-2019
Margaret Ann BrownEdward JonesThrivent Investment Management Inc.04-22-2019
Linda Ann BauwensAmeriprise Financial Services, LLCThrivent Investment Management Inc.12-21-2018
Patrick Wayne NorrisEdward JonesThrivent Investment Management Inc.12-17-2018
Jacob DurenMML Investors Services, LLCThrivent Investment Management Inc.11-12-2018
Adesola Omoshalewa AdebayoEdward JonesThrivent Investment Management Inc.08-06-2018
Kevin James WalkerEdward JonesThrivent Investment Management Inc.07-27-2018
Adam James MaddoxPruco Securities, LLC.Thrivent Investment Management Inc.06-29-2018
David Paul HuntPruco Securities, LLC.Thrivent Investment Management Inc.05-02-2018
Joseph Lee BauwensFirst State Financial Management, Inc.Thrivent Investment Management Inc.03-07-2018
Carol GuierAllstate Financial Services, LLCThrivent Investment Management Inc.01-04-2018
Chelsea Jade TrueEdward JonesThrivent Investment Management Inc.08-14-2017
Rachel Georgia SamplMML Investors Services, LLCThrivent Investment Management Inc.07-25-2017
Krista Renee JonesThrivent Investment Management Inc.Thrivent Investment Management Inc.09-06-2016
Thomas Eric BennettEdward JonesThrivent Investment Management Inc.08-15-2016
Ryan David LuethyMorgan StanleyThrivent Investment Management Inc.07-19-2016
Kelly Marie FloydState Farm VP Management Corp.Thrivent Investment Management Inc.11-04-2015
Steven James HallMML Investors Services, LLCThrivent Investment Management Inc.$2503-12-2015
James Anthony KammeyerState Farm VP Management Corp.Thrivent Investment Management Inc.03-07-2014
Rahn Edward TiemanAllstate Financial Services, LLCThrivent Investment Management Inc.11-11-2013
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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.