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.

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Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Benjamin James BirdCUSO Financial Services, L.P.Key Investment Services LLC01-02-2019
Bryce Derek HolleyLPL Financial LLCKey Investment Services LLC11-07-2016
Jared Jeffrey BitnerWells Fargo Clearing Services, LLCKey Investment Services LLC07-19-2016
Trevor B HansonLPL Financial LLCKey Investment Services LLC11-12-2015
Paul KunzLPL Financial LLCKey Investment Services LLC11-05-2015
Douglas Brent ArnellBancWest Investment Services, Inc.Key Investment Services LLC12-09-2013
Jason Ryan AndersenJ.P. Morgan Securities LLCKey Investment Services LLC12-04-2013
Dustin J ChristensenFBL Marketing Services, LLCKey Investment Services LLC12-03-2013
Andrew Thomas WilsonKey Investment Services LLCKey Investment Services LLC08-16-2013
Michael D N ParkinFidelity Brokerage Services LLCKey Investment Services LLC04-16-2012
Maryjose MartinezState Farm VP Management Corp.Key Investment Services LLC02-22-2012
Adam Glen HendricksMorgan StanleyKey Investment Services LLC11-14-2011
Ray Wataru NishikawaLPL Financial LLCKey Investment Services LLC08-29-2011
William Nephi AllenWells Fargo Clearing Services, LLCKey Investment Services LLC07-29-2011
Trevor B HansonWells Fargo Investments, LLCKey Investment Services LLC08-31-2010
Jason Martin DuhonU.S. Bancorp Investments, Inc.Key Investment Services LLC02-22-2010

Showing 1 to 16 of 16 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.