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
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
Brent E. NicoliasenPackerland Brokerage Services, Inc.Stifel, Nicolaus & Company, Incorporated$2503-27-2019
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
Christopher J LangPackerland Brokerage Services, Inc.Edward Jones02-09-2009
Dale Wallis ElamPackerland Brokerage Services, Inc.Abacus Investments, Inc.$10001-06-2015
Danny D AlbertsonPackerland Brokerage Services, Inc.Cetera Advisors LLC04-16-2015
David Glenn CombsPackerland Brokerage Services, Inc.OneAmerica Securities, Inc.04-16-2013
David Joseph StellpflugPackerland Brokerage Services, Inc.HBW Securities LLC07-09-2009
Donna Mae HansenPackerland Brokerage Services, Inc.NDX Trading, Inc.$1007-15-2013
Gail Mary ThiryPackerland Brokerage Services, Inc.Raymond James Financial Services, Inc.$10005-10-2013
Gary Allen GoldadePackerland Brokerage Services, Inc.Woodbury Financial Services, Inc.09-04-2012
Gary Thomas JohnsonPackerland Brokerage Services, Inc.Principal Securities, Inc.01-05-2015
Geoffrey Preston HarrisPackerland Brokerage Services, Inc.Allied Beacon Partners, Inc.06-24-2013
Gregory James CrossPackerland Brokerage Services, Inc.New England Securities09-21-2012
Issac Kou LeePackerland Brokerage Services, Inc.PFS Investments Inc.04-10-2018
James Edmund IsonPackerland Brokerage Services, Inc.Calton & Associates, Inc.05-01-2014
Joel Edwin FeldkampPackerland Brokerage Services, Inc.LPL Financial LLC01-26-2010
John Craig StretzPackerland Brokerage Services, Inc.Abacus Investments, Inc.01-06-2015
Jolanta Ewa GodwodPackerland Brokerage Services, Inc.Stifel, Nicolaus & Company, Incorporated$2504-27-2018
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Showing 1 to 25 of 60 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.


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