Advisers on the Move TEST

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
William David MillerLincoln Financial Securities CorporationWoodbury Financial Services, Inc.$4501-07-2019
Christopher Chea StewartCentaurus Financial, Inc.Woodbury Financial Services, Inc.12-17-2018
Frank MartinoCambridge Investment Research, Inc.Woodbury Financial Services, Inc.12-13-2018
Adam FeiersteinProEquities, Inc.Woodbury Financial Services, Inc.12-11-2018
Timothy A. HockmanLincoln Financial Securities CorporationWoodbury Financial Services, Inc.11-19-2018
Tanner Wayne GreerHickory Wealth Management, LLCWoodbury Financial Services, Inc.11-07-2018
Roger Daniel PlackemeierHickory Wealth Management, LLCWoodbury Financial Services, Inc.11-06-2018
Mark Angelo AlemanInfinity Financial ServicesWoodbury Financial Services, Inc.$5010-25-2018
Judy Lee GartnerLPL Financial LLCWoodbury Financial Services, Inc.$110-16-2018
Alton Leroy Howell Jr.LPL Financial LLCWoodbury Financial Services, Inc.$5010-16-2018
Eric Michael ChaneyCommonwealth Financial NetworkWoodbury Financial Services, Inc.$1610-09-2018
Matthew Saul SiegelCommonwealth Financial NetworkWoodbury Financial Services, Inc.10-09-2018
Neelam Ramchand Krishnaney-DavisonLPL Financial LLCWoodbury Financial Services, Inc.$5009-28-2018
Patrick Jacob BolandLPL Financial LLCWoodbury Financial Services, Inc.09-28-2018
Tina Faye MooreCambridge Investment Research, Inc.Woodbury Financial Services, Inc.09-27-2018
Antoinetta Lynn FreemanEdward JonesWoodbury Financial Services, Inc.09-24-2018
Joseph Charles Heverin Jr.The Investment Center, Inc.Woodbury Financial Services, Inc.$2509-13-2018
Brendon Michael DerouinThe Leaders Group, Inc.Woodbury Financial Services, Inc.09-12-2018
Josh Donald MillangAmeritas Investment Company, LLCWoodbury Financial Services, Inc.09-06-2018
Brady J. StruchenAmeritas Investment Company, LLCWoodbury Financial Services, Inc.09-06-2018
Thomas John HaroldCetera Advisor Networks LLCWoodbury Financial Services, Inc.08-31-2018
Lauris Devon ValtinsonValtinson Bruner and Young Financial PlanningWoodbury Financial Services, Inc.$10008-31-2018
Robert John BrunerValtinson Bruner and Young Financial PlanningWoodbury Financial Services, Inc.$15008-31-2018
Erik Jeffrey YoungValtinson Bruner and Young Financial PlanningWoodbury Financial Services, Inc.08-31-2018
Sharif Azmi SharifLPL Financial LLCWoodbury Financial Services, Inc.07-19-2018
Next Page »

Showing 1 to 25 of 43 entries

Page 1 | 2

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.