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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Darin Gerard SvihovecWoodbury Financial Services, Inc.Investment Centers of America, Inc.10-31-2017
Timothy J. RooneyWoodbury Financial Services, Inc.Investment Centers of America, Inc.10-31-2017
Lynn Ronald WaddellSecurities America, Inc.Investment Centers of America, Inc.10-12-2017
Susan Gail SauvageauSecurities America, Inc.Investment Centers of America, Inc.$50005-22-2012
Christopher James SiversonSecurities America, Inc.Investment Centers of America, Inc.02-01-2012
Chad Michael GilchristSecurian Financial Services, Inc.Investment Centers of America, Inc.$14102-14-2017
Kimberly PoeckesNorthwestern Mutual Investment Services, LLCInvestment Centers of America, Inc.11-01-2016
Mark Von BrakelLPL Financial LLCInvestment Centers of America, Inc.04-12-2018
Nathan Patrick StittleburgLPL Financial LLCInvestment Centers of America, Inc.01-25-2018
Stephanie Lynn LeducCommonwealth Financial NetworkInvestment Centers of America, Inc.$50010-06-2017
Daniel Jon TaylorCommonwealth Financial NetworkInvestment Centers of America, Inc.10-06-2017
Michelle L. CarrCommonwealth Financial NetworkInvestment Centers of America, Inc.10-06-2017
Trevor Thomas LeidyCAPITAL FINANCIAL SERVICES, INC.Investment Centers of America, Inc.$31001-03-2018
Raoul Kelly BrandtCapital Financial Services, Inc.Investment Centers of America, Inc.$10012-04-2015
Chad Stephen WillerCambridge Investment Research, Inc.Investment Centers of America, Inc.$57010-19-2017
Tasha Joy GartnerBancWest Investment Services, Inc.Investment Centers of America, Inc.$25004-03-2014
David Jon BergAmeriprise Financial Services, Inc.Investment Centers of America, Inc.09-01-2015
Alan James Van DelinderAmeriprise Financial Services, Inc.Investment Centers of America, Inc.$25007-06-2012
Steven Richard PinnowAmeriprise Financial Services, Inc.Investment Centers of America, Inc.$25005-04-2012
Melinda Diane KempelAmerican Portfolios Financial Services, Inc.Investment Centers of America, Inc.$10006-15-2016
Blaine Jason StockertAmerican Portfolios Financial Services, Inc.Investment Centers of America, Inc.11-02-2012
Joey Lee MiedemaAlerus Securities CorporationInvestment Centers of America, Inc.$10007-23-2015

Showing 1 to 22 of 22 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.