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
David Andrew WilsonFBL Marketing Services, LLCIHT Wealth Management LLC$10005-15-2019
Daniel Joseph DurantFBL Marketing Services, LLCHarbour Investments, Inc.$17004-15-2019
Kara Eileen O'ConnorFBL Marketing Services, LLCMorgan Stanley04-02-2019
Jerome Alan HahnFBL Marketing Services, LLCFarmers Financial Solutions, LLC03-26-2019
John A Denny Jr.FBL Marketing Services, LLCLPL Financial LLC$25003-13-2019
Stephanie Jo BeltFBL Marketing Services, LLCThrivent Investment Management Inc.03-12-2019
Jeffrey Robert MahoneyFBL Marketing Services, LLCHerbert J. Sims & Co, Inc.$15002-20-2019
Irma Eliza AbrilFBL Marketing Services, LLCAllstate Financial Services, LLC02-01-2019
Joshua Michael TaylorFBL Marketing Services, LLCThrivent Investment Management Inc.01-23-2019
Dale Allen DeurFBL Marketing Services, LLCU.S. Bancorp Investments, Inc.$50001-16-2019
Brandon Matthew KahounFBL Marketing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-16-2019
Brian Llewellyn McKeighenFBL Marketing Services, LLCLPL Financial LLC01-16-2019
Evan Robert BissonFBL Marketing Services, LLCBancWest Investment Services, Inc.11-27-2018
Jacob Nielsen LingardFBL Marketing Services, LLCState Farm VP Management Corp.11-15-2018
Brook Emme ThompsonFBL Marketing Services, LLCCetera Advisor Networks LLC11-05-2018
Janice P. GallardoFBL Marketing Services, LLCFarmers Financial Solutions, LLC$25010-09-2018
Daniel Wayne SiegfriedFBL Marketing Services, LLCFarmers Financial Solutions, LLC$50009-06-2018
Paul James GlasheenFBL Marketing Services, LLCSaybrus Equity Services, LLC08-28-2018
Brent Lee HunterFBL Marketing Services, LLCState Farm VP Management Corp.08-03-2018
Rachel Marie St JohnFBL Marketing Services, LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)07-12-2018

Showing 1 to 20 of 20 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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