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
Echo Wreatha PelsterPrincipal Securities, Inc.Thrivent Investment Management Inc.04-01-2020
Bryce James WillibyWoodbury Financial Services, Inc.Thrivent Investment Management Inc.02-04-2020
Justin William Reed CarlsonCetera Advisor Networks LLCThrivent Investment Management Inc.08-06-2019
Stephanie Jo BeltFBL Marketing Services, LLCThrivent Investment Management Inc.03-12-2019
Jeffrey Daniel HaganMerrill Lynch, Pierce, Fenner & Smith IncorporatedThrivent Investment Management Inc.09-07-2018
Amy Ruth BishopPrincipal Securities, Inc.Thrivent Investment Management Inc.11-14-2016
Larry Anthony BarcelParkland Securities, LLCThrivent Investment Management Inc.03-18-2015
Mark James PithanThrivent Investment Management Inc.Thrivent Investment Management Inc.08-05-2014
Erik Allen WilcoxsonNYLIFE Securities LLCThrivent Investment Management Inc.12-19-2012
Debra Jane SindtNYLIFE Securities LLCThrivent Investment Management Inc.11-14-2012
Thomas John BosshardtNYLIFE Securities LLCThrivent Investment Management Inc.10-25-2012
Michael Clifford HutchinsonNYLIFE Securities LLCThrivent Investment Management Inc.09-18-2012
Steven Paul HeathNYLIFE Securities LLCThrivent Investment Management Inc.09-18-2012
Galen Charles BartelsWaddell & ReedThrivent Investment Management Inc.07-03-2012
Tony Albert TrippPruco Securities, LLC.Thrivent Investment Management Inc.05-05-2010
Paul Dana JohnsonFirst Heartland Capital, Inc.Thrivent Investment Management Inc.$2501-04-2010
Tyler William MainquistAmeritas Investment Company, LLCThrivent Investment Management Inc.$5002-21-2014

Showing 1 to 17 of 17 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.