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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Nathan James VanstippenSII Investments, Inc.Packerland Brokerage Services, Inc.03-14-2013
Todd Mckinley CherrySII Investments, Inc.Packerland Brokerage Services, Inc.03-14-2013
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
Scott Bradley NelsonNELSON FINANCIAL SERVICESPackerland Brokerage Services, Inc.01-26-2012
David Jon BernardeKCD Financial, Inc.Packerland Brokerage Services, Inc.$1001-12-2012
Clifton John AlbinoQuestar Capital CorporationPackerland Brokerage Services, Inc.02-04-2011
Paul Michael StadlerSII Investments, Inc.Packerland Brokerage Services, Inc.01-19-2011
Rick G WentzSII Investments, Inc.Packerland Brokerage Services, Inc.01-06-2011
Ronald Michael CollienSII Investments, Inc.Packerland Brokerage Services, Inc.01-04-2011
Mary Ann Therese ThielkePrincipal Securities, Inc.Packerland Brokerage Services, Inc.$2510-18-2010
Michelle Lynn BauerUSA Financial Securities CorporationPackerland Brokerage Services, Inc.$2509-02-2010
John Albert Wilke Sr.Woodbury Financial Services, Inc.Packerland Brokerage Services, Inc.$5005-21-2010
Matthew Allen TrypucWoodbury Financial Services, Inc.Packerland Brokerage Services, Inc.$6405-21-2010
Gregory Joseph HowellMML Investors Services, LLCPackerland Brokerage Services, Inc.03-19-2010
Timothy James RohlederWoodbury Financial Services, Inc.Packerland Brokerage Services, Inc.10-09-2009
Linda Margaret GrzesikSuperior Financial Services, Inc.Packerland Brokerage Services, Inc.09-11-2009
Neelam Ramchand Krishnaney-Davison JDWoodbury Financial Services, Inc.Packerland Brokerage Services, Inc.09-01-2009
Jeffrey Lee JustWoodbury Financial Services, Inc.Packerland Brokerage Services, Inc.08-03-2009
Timothy Joseph ChaseWoodbury Financial Services, Inc.Packerland Brokerage Services, Inc.$5007-02-2009
Randall Richard HeinzenWoodbury Financial Services, Inc.Packerland Brokerage Services, Inc.$106-19-2009
Brian Franklin LieschWoodbury Financial Services, Inc.Packerland Brokerage Services, Inc.$5005-21-2009
David Alan LeniusWoodbury Financial Services, Inc.Packerland Brokerage Services, Inc.$104-16-2009
Todd John JohnsonNew England SecuritiesPackerland Brokerage Services, Inc.02-09-2009
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Showing 26 to 49 of 49 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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