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
Tyler Zane JorgensenAXA Advisors, LLCThrivent Investment Management Inc.03-06-2020
John B MoraschFisher InvestmentsThrivent Investment Management Inc.01-08-2020
Kellen Shane BirdsallMorgan StanleyThrivent Investment Management Inc.12-23-2019
Eric James LeonhardtCliftonLarsonAllen Wealth Advisors, LLCThrivent Investment Management Inc.08-20-2019
Zachary Steven IsraelFisher InvestmentsThrivent Investment Management Inc.06-27-2019
Mark James KinneyCUSO Financial Services, L.P.Thrivent Investment Management Inc.05-24-2019
Stanley Leon BowmanJ.P. Morgan Securities LLCThrivent Investment Management Inc.02-07-2019
Zachry Eldon MillerFisher InvestmentsThrivent Investment Management Inc.10-16-2018
Ryan GreenAllstate Financial Services, LLCThrivent Investment Management Inc.08-03-2018
Gregory N. GravesParker Financial LLCThrivent Investment Management Inc.06-28-2018
Daniel Anthony DavisJ.P. Morgan Securities LLCThrivent Investment Management Inc.01-24-2018
Adam S. FallertFisher InvestmentsThrivent Investment Management Inc.01-16-2018
Kevin Jean PentzCommonwealth Financial NetworkThrivent Investment Management Inc.10-23-2017
Samuel Louis RiveraFisher InvestmentsThrivent Investment Management Inc.06-29-2017
Chad Mitchell PetersonColumbia River Financial GroupThrivent Investment Management Inc.06-01-2017
Michael Ray BaltzellColumbia River Financial GroupThrivent Investment Management Inc.06-01-2017
Derek Ronald KaufmanColumbia River Financial GroupThrivent Investment Management Inc.06-01-2017
Katherine M. HardinColumbia River Financial GroupThrivent Investment Management Inc.06-01-2017
Jenny Rebecca StokesJ.P. Morgan Securities LLCThrivent Investment Management Inc.05-11-2016
Robert Severin HarksonParker Financial LLCThrivent Investment Management Inc.05-11-2016
Timothy R. EitreimWells Fargo Clearing Services, LLCThrivent Investment Management Inc.02-10-2016
Brent Michael KaufmanJ.P. Morgan Securities LLCThrivent Investment Management Inc.10-23-2015
Delrae D. JohnsonThrivent Investment Management Inc.Thrivent Investment Management Inc.10-20-2015
Cherylee Ann ChapmanAmeriprise Financial Services, LLCThrivent Investment Management Inc.09-28-2015
Stacey Ann MishlerRidgeline Financial Management, LLCThrivent Investment Management Inc.08-28-2015
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Showing 1 to 25 of 35 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.