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
Jason Donald Marty401k Investment ProfessionalsPackerland Brokerage Services, Inc.02-26-2016
Anna Lynn LautenbachAllstate Financial Services, LLCPackerland Brokerage Services, Inc.06-23-2015
William Robert Chambers IIIChambers Financial Group, LLC.Packerland Brokerage Services, Inc.06-11-2018
Wendy Rae LochChambers Financial Group, LLC.Packerland Brokerage Services, Inc.06-05-2018
Annette Marie GozaKCD Financial, Inc.Packerland Brokerage Services, Inc.03-30-2016
David Jon BernardeKCD Financial, Inc.Packerland Brokerage Services, Inc.01-12-2012
Peter Lawrence AndersonLPL Financial LLCPackerland Brokerage Services, Inc.$2504-16-2015
Joshua Lee PreiserNYLIFE Securities LLCPackerland Brokerage Services, Inc.05-21-2019
Mary Ann Therese ThielkePrincipal Securities, Inc.Packerland Brokerage Services, Inc.10-18-2010
John McInnesPruco Securities, LLC.Packerland Brokerage Services, Inc.01-07-2019
Terrence Patrick MurphySuperior Financial Services, Inc.Packerland Brokerage Services, Inc.03-13-2013
Michael Eugene WalstonSuperior Financial Services, Inc.Packerland Brokerage Services, Inc.12-05-2012
Linda Margaret GrzesikSuperior Financial Services, Inc.Packerland Brokerage Services, Inc.09-11-2009
Michelle Lynn BauerUSA Financial Securities CorporationPackerland Brokerage Services, Inc.09-02-2010
Brian John WitzWoodbury Financial Services, Inc.Packerland Brokerage Services, Inc.$1006-20-2013
Donald L. Schleicher LutcfWoodbury Financial Services, Inc.Packerland Brokerage Services, Inc.06-20-2013
John Albert Wilke Sr.Woodbury Financial Services, Inc.Packerland Brokerage Services, Inc.05-21-2010
Matthew Allen TrypucWoodbury Financial Services, Inc.Packerland Brokerage Services, Inc.05-21-2010
Jeffrey Lee JustWoodbury Financial Services, Inc.Packerland Brokerage Services, Inc.08-03-2009
Timothy Joseph ChaseWoodbury Financial Services, Inc.Packerland Brokerage Services, Inc.07-02-2009
Randall Richard HeinzenWoodbury Financial Services, Inc.Packerland Brokerage Services, Inc.06-19-2009
Brian Franklin LieschWoodbury Financial Services, Inc.Packerland Brokerage Services, Inc.05-21-2009
David Alan LeniusWoodbury Financial Services, Inc.Packerland Brokerage Services, Inc.04-16-2009

Showing 1 to 23 of 23 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.

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