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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Roger Daniel PlackemeierWoodbury Financial Services, Inc.Allianz Life Financial Services, LLC01-11-2018
Robert Edward CodyEdward JonesNorthwestern Mutual Investment Services, LLC01-12-2018
Bryon M. BeinsEdward JonesPacific Select Distributors, LLC$2501-16-2018
Tameem HabibEdward JonesAmerican Financial Network Advisory Services, LLC01-16-2018
William Lawrence SchultzWells Fargo Clearing Services, LLCTD Ameritrade, Inc.01-16-2018
Michael John CorgiatThe Retirement Group, LLCThe Retirement Group, LLC$2501-17-2018
Lawrence Lee ByarsEdward JonesFarmers Financial Solutions, LLC01-18-2018
Christopher J. WrightEdward JonesState Farm VP Management Corp.01-18-2018
Craig Allen WagenschutzEdward JonesAccelerated Wealth Advisors LLC01-19-2018
Max C. ShanleyEdward JonesJ.P. Morgan Securities LLC01-19-2018
Vernon Lucas AlbrightMoloney Securities Co., Inc.Cabot Lodge Securities LLC01-22-2018
Doris Teresa MullerEdward JonesMDT Advisers, A Division of Federated MDTA LLC01-22-2018
Eric Bowen TowellEdward JonesInvesco Distributors, Inc.01-22-2018
Dustin Jeffrey KurtzEdward JonesCambridge Investment Research, Inc.01-22-2018
Ethan Thomas PaceNorthwestern Mutual Investment Services, LLCAmerican Century Investment Services Inc.01-23-2018
Tyler James LandesTandem Financial Guidance, LLCTandem Financial Guidance, LLC01-23-2018
Kenneth Neal GerlachTIAA-CREF Individual & Institutional Services, LLCPNC Investments01-24-2018
Joshua Darrell CarterEdward JonesPNC Investments01-24-2018
Dennis Patton WilliamsRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$10001-26-2018
Davyd Jaron JonesEdward JonesRaymond James & Associates, Inc.01-26-2018
Craig Daniel SnavelyCenter Street Securities, Inc.Cambridge Investment Research, Inc.01-29-2018
Michael James CaplesFarmers Financial Solutions, LLCCountry Capital Management Company01-29-2018
Cole Foster NicholsEdward JonesAmeriprise Financial Services, LLC01-29-2018
Michael Sullivan BridgesEdward JonesNorthwestern Mutual Investment Services, LLC01-29-2018
Jeremy Charles KubicekPFS Investments Inc.PFS Investments Inc.01-30-2018
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Showing 1 to 25 of 552 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.