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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Brandon Kristoffer LunkeRaymond James Financial Services, Inc.Northwestern Mutual Investment Services, LLC09-30-2015
Brittany Marie BarronNorthwestern Mutual Investment Services, LLCNorthwestern Mutual Investment Services, LLC10-28-2013
Bryan Christopher ByrdMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC04-13-2020
Carter Mitchell HamricCypress Capital Advisors, LLCNorthwestern Mutual Investment Services, LLC08-04-2017
Colby Russell RobbinsRaymond James & Associates, Inc.Northwestern Mutual Investment Services, LLC03-28-2011
Corey A. GarnerLPL Financial LLCNorthwestern Mutual Investment Services, LLC01-16-2015
Daniel Brock HooperMerrill Lynch, Pierce, Fenner & Smith IncorporatedNorthwestern Mutual Investment Services, LLC01-20-2015
Daniel J. ThrelkeldMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC09-27-2019
Dennis J Sanders IIMerrill Lynch, Pierce, Fenner & Smith IncorporatedNorthwestern Mutual Investment Services, LLC06-05-2015
Gerald M. TaylorAllstate Financial Services, LLCNorthwestern Mutual Investment Services, LLC02-13-2015
Grayson Arthur PruittTIAA-CREF Individual & Institutional Services, LLCNorthwestern Mutual Investment Services, LLC01-05-2015
Jacob R. FordMerrill Lynch, Pierce, Fenner & Smith IncorporatedNorthwestern Mutual Investment Services, LLC03-18-2016
James Tracy HackneyCypress Capital Advisors, LLCNorthwestern Mutual Investment Services, LLC08-04-2017
Jason Philip SchultzMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC01-14-2016
Jennifer Todd JonesVoya Financial Advisors, Inc.Northwestern Mutual Investment Services, LLC04-08-2015
Jerry D. ElmsProEquities, Inc.Northwestern Mutual Investment Services, LLC02-03-2012
John Howard Hudson IIIApplied Capital LLCNorthwestern Mutual Investment Services, LLC03-23-2015
John M. FisherPark Avenue Securities LLCNorthwestern Mutual Investment Services, LLC02-28-2012
Jonathan Todd WilliamsMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC01-20-2009
Joshua David KlingerMorgan StanleyNorthwestern Mutual Investment Services, LLC06-23-2016
Justin B. KaemmererMerrill Lynch, Pierce, Fenner & Smith IncorporatedNorthwestern Mutual Investment Services, LLC09-18-2017
Kathryn Lane ArthurMML Investors Services, LLCNorthwestern Mutual Investment Services, LLC06-21-2017
Laura Jane DavisFirst Horizon Advisors, Inc.Northwestern Mutual Investment Services, LLC06-21-2017
Logan L. WaitesWiley Bros.-Aintree Capital, LLCNorthwestern Mutual Investment Services, LLC05-08-2017
Loren Elise CharacterFirst Horizon Advisors, Inc.Northwestern Mutual Investment Services, LLC07-24-2014
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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.