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
Aaron Thomas BilitzPackerland Brokerage Services, Inc.Thrivent Investment Management Inc.12-06-2013
Adam Joseph DomaskPackerland Brokerage Services, Inc.Pruco Securities, LLC.12-17-2012
Alan Kelly GardnerPackerland Brokerage Services, Inc.Wilbanks Securities, Inc.03-30-2011
Alan Lee ReschPackerland Brokerage Services, Inc.Gradient Securities, LLC01-12-2017
Andrew Ira RichmanPackerland Brokerage Services, Inc.National Planning Corporation01-15-2009
Andrew Joseph LuttrellPackerland Brokerage Services, Inc.World Group Securities, Inc.11-18-2011
Barbara Ann SchragePackerland Brokerage Services, Inc.The O.N. Equity Sales Company09-25-2019
Barbara Ann StuttgenPackerland Brokerage Services, Inc.Transamerica Financial Advisors, Inc08-29-2016
Benjamin Robert CasselberryPackerland Brokerage Services, Inc.AXA Advisors, LLC07-15-2019
Brent E. NicoliasenPackerland Brokerage Services, Inc.Stifel, Nicolaus & Company, Incorporated03-27-2019
Bret William BellPackerland Brokerage Services, Inc.Voya Financial Advisors, Inc.11-15-2011
Brian Lee HedlundPackerland Brokerage Services, Inc.Ameritas Investment Company, LLC06-30-2009
Brian Thomas DebauchePackerland Brokerage Services, Inc.Thrivent Investment Management Inc.09-08-2016
Buck John KipperPackerland Brokerage Services, Inc.Abacus Investments, Inc.01-06-2015
Calvin Keith Van BeekPackerland Brokerage Services, Inc.LPL Financial LLC$2505-10-2016
Casey Edward O'LearyPackerland Brokerage Services, Inc.Trinity Wealth Management LLC05-08-2019
Chad Steven BlankPackerland Brokerage Services, Inc.SagePoint Financial, Inc.12-18-2017
Christopher J LangPackerland Brokerage Services, Inc.Edward Jones02-09-2009
Christopher Paul SheeranPackerland Brokerage Services, Inc.First Asset Financial Inc.03-30-2020
Clifton John AlbinoPackerland Brokerage Services, Inc.National Planning Corporation01-08-2009
Corey M. LashellsPackerland Brokerage Services, Inc.Questar Capital Corporation02-11-2019
Dale Thomas FreundPackerland Brokerage Services, Inc.Royal Alliance Associates, Inc.$1712-14-2018
Dale Wallis ElamPackerland Brokerage Services, Inc.Abacus Investments, Inc.$10001-06-2015
Dana Marie SobleskeyPackerland Brokerage Services, Inc.Associated Investment Services, Inc.02-05-2018
Danny D AlbertsonPackerland Brokerage Services, Inc.Cetera Advisors LLC04-16-2015
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Showing 1 to 25 of 101 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.