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.

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
Ravi Benjamin KahanSecurities Service Network, LLCWoodbury Financial Services, Inc.12-16-2019
Melissa Beth ChipmanRaymond James Financial Services, Inc.Woodbury Financial Services, Inc.10-15-2019
Christopher Chea StewartCentaurus Financial, Inc.Woodbury Financial Services, Inc.12-17-2018
Anthony Craig HammerGeneos Wealth Management, Inc.Woodbury Financial Services, Inc.$50002-03-2015
Wesley Nathan PriceGeneos Wealth Management, Inc.Woodbury Financial Services, Inc.$25002-02-2015
Michael Scott NealLPL Financial LLCWoodbury Financial Services, Inc.$10012-05-2014
James Lee De TarSummit Brokerage Services, Inc.Woodbury Financial Services, Inc.$10007-25-2014
Jeffrey Harris BrimmLPL Financial LLCWoodbury Financial Services, Inc.05-01-2014
Hugh James AtkinsonCambridge Investment Research, Inc.Woodbury Financial Services, Inc.09-17-2013
Gina Koshiol BartellSecurities Service Network, LLCWoodbury Financial Services, Inc.$25011-15-2012
Edwin Alexander McKnightSecurities Service Network, LLCWoodbury Financial Services, Inc.$10011-13-2012
Shawn David StitesSecurities Service Network, LLCWoodbury Financial Services, Inc.$50009-11-2012
David HilditchSecurities Service Network, LLCWoodbury Financial Services, Inc.$25005-21-2012
William Allan HensleyLPL Financial LLCWoodbury Financial Services, Inc.$50005-17-2012
Nicholas Loran ElovitzPurshe Kaplan Sterling InvestmentsWoodbury Financial Services, Inc.10-01-2010
John Douglas RoszellSecurities Service Network, LLCWoodbury Financial Services, Inc.$10003-23-2010
Linda Arnan McGillPrivate Client Services, LLCWoodbury Financial Services, Inc.$10001-05-2010
Lynn Dickson McGillPrivate Client Services, LLCWoodbury Financial Services, Inc.$10001-04-2010

Showing 1 to 18 of 18 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.


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