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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
David Paul WahlWoodbury Financial Services, Inc.BMO Harris Financial Advisors, Inc.$1006-07-2019
John Arnold MandtWoodbury Financial Services, Inc.Mutual of Omaha Investor Services, Inc.06-04-2019
Joshua David TitusWoodbury Financial Services, Inc.LPL Financial LLC05-23-2019
Crystal Rose SdanoWoodbury Financial Services, Inc.Cetera Advisor Networks LLC05-09-2019
Nathan Anderson WarrenWoodbury Financial Services, Inc.Park Avenue Securities LLC05-01-2019
Michael Thomas PetersenWoodbury Financial Services, Inc.Questar Capital Corporation$2504-26-2019
Cassandra Kernodle RickettsWoodbury Financial Services, Inc.Wells Fargo Clearing Services, LLC$5004-18-2019
Garrett Brandon MullinsWoodbury Financial Services, Inc.Wells Fargo Clearing Services, LLC$5004-18-2019
Shelley Clyde York IIIWoodbury Financial Services, Inc.Wells Fargo Clearing Services, LLC04-18-2019
George Mitchell Harris IIIWoodbury Financial Services, Inc.Wells Fargo Clearing Services, LLC04-18-2019
Karl Francis MolwitzWoodbury Financial Services, Inc.H. Beck, Inc.04-16-2019
Jacob Kane OgleWoodbury Financial Services, Inc.Waddell & Reed03-22-2019
Dave Odell JohnsonWoodbury Financial Services, Inc.Questar Capital Corporation$1,00003-01-2019
Daron Edward McMillanWoodbury Financial Services, Inc.Questar Capital Corporation$50003-01-2019
Patricia Elaine VeneyWoodbury Financial Services, Inc.Questar Capital Corporation$20003-01-2019
John Gregory UtterWoodbury Financial Services, Inc.Questar Capital Corporation$15003-01-2019
Donald Gregory StonebargerWoodbury Financial Services, Inc.Questar Capital Corporation$15003-01-2019
Christopher John TaylorWoodbury Financial Services, Inc.Questar Capital Corporation$15003-01-2019
Jeffrey E. BelokinWoodbury Financial Services, Inc.Questar Capital Corporation$13803-01-2019
Roland Law TerrellWoodbury Financial Services, Inc.Questar Capital Corporation$10003-01-2019
Terry Craig SandvoldWoodbury Financial Services, Inc.Questar Capital Corporation$10003-01-2019
Thomas Joseph Wiltz IIIWoodbury Financial Services, Inc.Questar Capital Corporation$10003-01-2019
Lawrence Fredrick BairdWoodbury Financial Services, Inc.Questar Capital Corporation$10003-01-2019
Michael Harris SearsWoodbury Financial Services, Inc.Questar Capital Corporation$10003-01-2019
Michael John Gordon Jr.Woodbury Financial Services, Inc.Questar Capital Corporation$10003-01-2019
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Showing 1 to 25 of 364 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.

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