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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Todd William SivakLPL Financial LLCMML Investors Services, LLC04-17-2020
Jeremy WenzlowLPL Financial LLCMML Investors Services, LLC04-17-2020
Micah R SchroederLPL Financial LLCMML Investors Services, LLC04-17-2020
Brian P. HannanWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC04-17-2020
Matthew Pascal MullenCUNA Brokerage Services, Inc.W&S Brokerage Services, Inc.04-14-2020
Rachel Lynn DixMML Investors Services, LLCFidelity Personal and Workplace Advisors04-13-2020
Andrea Nicole PaulsonNorthwestern Mutual Investment Services, LLCBMO Harris Financial Advisors, Inc.04-10-2020
Alicia Brooke LantzU.S. Bancorp Investments, Inc.Northwestern Mutual Investment Services, LLC04-06-2020
Timothy Thomas BonkU.S. Bancorp Investments, Inc.TIAA-CREF Individual & Institutional Services, LLC04-06-2020
Rachael Ann NickelsenVoyager Capital Management, LLCRaymond James Financial Services, Inc.04-03-2020
David Allen LisleBrokers International Financial Services, LLC.Mutual of Omaha Investor Services, Inc.04-01-2020
Joshua Scott LeganU.S. Bancorp Investments, Inc.BMO Harris Financial Advisors, Inc.03-30-2020
Kevin T. ByrnePackerland Brokerage Services, Inc.First Asset Financial Inc.03-30-2020
Christopher Paul SheeranPackerland Brokerage Services, Inc.First Asset Financial Inc.03-30-2020
Travis David WiltgenCUNA Brokerage Services, Inc.Kalos Capital, Inc.03-26-2020
Gary Thomas JohnsonWoodbury Financial Services, Inc.Packerland Brokerage Services, Inc.03-26-2020
Michael Dean LisleBrokers International Financial Services, LLC.Mutual of Omaha Investor Services, Inc.03-26-2020
Matthew Mark AndersonTD Ameritrade Investment Management, LLCPrincipal Securities, Inc.03-25-2020
Ryan Robert GresmerNFP Retirement Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-24-2020
Thomas EwigMutual of America Securities LLCSecurian Financial Services, Inc.03-19-2020
Jay D. LandremanPruco Securities, LLC.Edward Jones03-16-2020
Matthew Trahan GoelzerAllstate Financial Services, LLCAXA Advisors, LLC03-12-2020
Melissa Jacquelyn OlsonLPL Financial LLCU.S. Bancorp Investments, Inc.03-10-2020
Russell Stanton BoldU.S. Bancorp Investments, Inc.Thrivent Investment Management Inc.03-09-2020
Matthew Charles MolitorMML Investors Services, LLCMML Investors Services, LLC03-09-2020
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Showing 1 to 25 of 3,259 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.