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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jeffrey Raymond JacobsonSecurities America, Inc.Voya Financial Advisors, Inc.05-07-2020
Joshua Grant WempleMutual of Omaha Investor Services, Inc.Voya Financial Advisors, Inc.04-09-2020
John William Sweeney Jr.MML Investors Services, LLCVoya Financial Advisors, Inc.11-11-2019
Jesse J. CzajaEdward JonesVoya Financial Advisors, Inc.11-04-2019
Steven James HasenmuellerLPL Financial LLCVoya Financial Advisors, Inc.05-31-2018
Bradford L. OwensEdward JonesVoya Financial Advisors, Inc.02-12-2018
Pieter Deran TenbroekEdward JonesVoya Financial Advisors, Inc.11-13-2017
Sean Christopher TuckerVALIC Financial Advisors, Inc.Voya Financial Advisors, Inc.01-06-2015
Kevin Thomas MadrasFirst Heartland Capital, Inc.Voya Financial Advisors, Inc.07-16-2013
April Anastasia CondoLPL Financial LLCVoya Financial Advisors, Inc.12-20-2012
Ross Michael PfeiferThe O.N. Equity Sales CompanyVoya Financial Advisors, Inc.08-11-2011
Nathan Edward Vainio Sr.Waddell & ReedVoya Financial Advisors, Inc.07-21-2011
Roger Allen LintnerFirst Heartland Capital, Inc.Voya Financial Advisors, Inc.10-29-2009
Brian Denver DixonLPL Financial LLCVoya Financial Advisors, Inc.$5012-20-2012

Showing 1 to 14 of 14 entries

Page 1

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.