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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
David Alan LeniusWoodbury Financial Services, Inc.Packerland Brokerage Services, Inc.04-16-2009
Brian Franklin LieschWoodbury Financial Services, Inc.Packerland Brokerage Services, Inc.05-21-2009
Randall Richard HeinzenWoodbury Financial Services, Inc.Packerland Brokerage Services, Inc.06-19-2009
Timothy Joseph ChaseWoodbury Financial Services, Inc.Packerland Brokerage Services, Inc.07-02-2009
John Matthew SchorseWoodbury Financial Services, Inc.SII Investments, Inc.07-07-2009
William Robert HoltzWoodbury Financial Services, Inc.Carl M. Hennig, Inc.07-13-2009
Jeffrey Lee JustWoodbury Financial Services, Inc.Packerland Brokerage Services, Inc.08-03-2009
Michael Paul SonnichsenWoodbury Financial Services, Inc.Wells Fargo Clearing Services, LLC11-16-2009
Jeffrey Todd WegenerWoodbury Financial Services, Inc.Equable Securities Corporation01-05-2010
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
Thomas Leroy Deppe Jr.Woodbury Financial Services, Inc.Freedom Investors Corp.07-02-2010
Randal John GrossWoodbury Financial Services, Inc.MML Investors Services, LLC09-03-2010
Paul Carl BilitzWoodbury Financial Services, Inc.AXA Advisors, LLC01-18-2011
Eric Thomas DebruinWoodbury Financial Services, Inc.FSC Securities Corporation12-21-2011
Heather Lynn LindsleyWoodbury Financial Services, Inc.MWA Financial Services Inc.06-18-2013
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
Bret Clinton SchaeferWoodbury Financial Services, Inc.Landolt Securities, Inc.$5009-15-2014
Paul Nicholas BehnkeWoodbury Financial Services, Inc.Landolt Securities, Inc.09-15-2014
Jamie Kent YoungWoodbury Financial Services, Inc.Ausdal Financial Partners, Inc.11-02-2015
Aaron Kyle YoungWoodbury Financial Services, Inc.Ausdal Financial Partners, Inc.11-02-2015
Thomas J HellerWoodbury Financial Services, Inc.Cadaret, Grant & Co., Inc.11-09-2015
Jessica Ann GeiszlerWoodbury Financial Services, Inc.ProEquities, Inc.07-07-2016
Suzanne S UdoniWoodbury Financial Services, Inc.Voya Financial Advisors, Inc.$2511-08-2016
Next Page »

Showing 1 to 25 of 82 entries

Page 1 | 2 | 3 | 4

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.