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
Patrick John PoeschelPackerland Brokerage Services, Inc.Avantax Investment Services, Inc.11-16-2018
Mark Steven KnepfelPackerland Brokerage Services, Inc.Cambridge Investment Research, Inc.$10003-21-2019
Timothy D. ObermuellerPackerland Brokerage Services, Inc.Edward Jones01-28-2019
Stephen Paksing FungPackerland Brokerage Services, Inc.Foresters Equity Services, Inc.12-14-2018
Kevin John RohdePackerland Brokerage Services, Inc.Foresters Equity Services, Inc.09-24-2018
Timothy Lynn GloverPackerland Brokerage Services, Inc.MML Investors Services, LLC12-21-2018
Corey M. LashellsPackerland Brokerage Services, Inc.Questar Capital Corporation02-11-2019
Dale Thomas FreundPackerland Brokerage Services, Inc.Royal Alliance Associates, Inc.$17012-14-2018
Leroy Joseph McDonnellPackerland Brokerage Services, Inc.Royal Alliance Associates, Inc.$25012-14-2018
Brent E. NicoliasenPackerland Brokerage Services, Inc.Stifel, Nicolaus & Company, Incorporated$25003-27-2019
Jeffrey C TessierPackerland Brokerage Services, Inc.Thrivent Investment Management Inc.07-02-2018
David Brian GuevaraPackerland Brokerage Services, Inc.Transamerica Financial Advisors, Inc02-22-2019
Casey Edward O'LearyPackerland Brokerage Services, Inc.Trinity Wealth Management LLC$10005-08-2019
Stuart Thomas HendersonPackerland Brokerage Services, Inc.United Advisors America Corporation07-10-2018
Randy John ButlerPackerland Brokerage Services, Inc.Voya Financial Advisors, Inc.$50001-11-2019

Showing 1 to 15 of 15 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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