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
Travis Matthew EwellCambridge Investment Research, Inc.Hornor, Townsend & Kent, LLC07-05-2019
Tabeetha Marie MoesingerSecurities America, Inc.Hornor, Townsend & Kent, LLC03-13-2019
Daniel Gerald GomezDFPG Investments, LLCHornor, Townsend & Kent, LLC$5003-01-2019
Breck JacobsJacobs Financial GroupHornor, Townsend & Kent, LLC05-18-2018
Joseph C. AdamsBerthel, Fisher & Company Financial Services, Inc.Hornor, Townsend & Kent, LLC03-06-2018
Zachary Aaron NielsonPark Avenue Securities LLCHornor, Townsend & Kent, LLC01-30-2018
Benjamin Kevin ChappellForesight Wealth Management, LLCHornor, Townsend & Kent, LLC01-29-2018
Justin Thomas PasseyAllegis Investment Services, LLCHornor, Townsend & Kent, LLC11-24-2017
Van Alan MaysIndependent Financial Group, LLCHornor, Townsend & Kent, LLC10-25-2017
Jonathan Paul WardenburgG.F. Investment Services, LLCHornor, Townsend & Kent, LLC08-25-2017
Michael Brandon SayreWoodbury Financial Services, Inc.Hornor, Townsend & Kent, LLC08-15-2017
Jason David KnightWoodbury Financial Services, Inc.Hornor, Townsend & Kent, LLC08-15-2017
Danielle Sue EdwardsE*TRADE Securities LLCHornor, Townsend & Kent, LLC03-23-2017
Nickolas Jared BallGWN Securities Inc.Hornor, Townsend & Kent, LLC01-11-2017
Kaylan Deven AndersenParker Advisory Group, IncHornor, Townsend & Kent, LLC01-11-2017
Michael Todd KroghJ.P. Morgan Securities LLCHornor, Townsend & Kent, LLC10-14-2016
Levi Brad LarsonAllegis Investment Services, LLCHornor, Townsend & Kent, LLC06-09-2016
David Storrs CracroftLincoln Financial Securities CorporationHornor, Townsend & Kent, LLC11-25-2015
Sterling Grant WidmerMML Investors Services, LLCHornor, Townsend & Kent, LLC$5003-06-2014
Tom Andrew BrazillGWN Securities Inc.Hornor, Townsend & Kent, LLC02-11-2014
Jake Floyd MellorAXA Advisors, LLCHornor, Townsend & Kent, LLC10-12-2012
Andrew Duane RigbyMerrill Lynch, Pierce, Fenner & Smith IncorporatedHornor, Townsend & Kent, LLC05-02-2012
Thomas William JohnsonLPL Financial LLCHornor, Townsend & Kent, LLC$2508-29-2011

Showing 1 to 23 of 23 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.