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
Lisa Rene CallowayCambridge Investment Research, Inc.Avantax Investment Services, Inc.$1001-23-2020
Joel Orlando SandovalCambridge Investment Research, Inc.Avantax Investment Services, Inc.01-10-2020
Elizabeth A. CristCambridge Investment Research, Inc.Avantax Investment Services, Inc.12-02-2019
Robert Warren RobertsonCambridge Investment Research, Inc.Avantax Investment Services, Inc.$2506-03-2019
Terry Lynn HainesCambridge Investment Research, Inc.Avantax Investment Services, Inc.05-30-2019
Jamie Lynn BlakleyCambridge Investment Research, Inc.Avantax Investment Services, Inc.05-01-2019
Steven Lane NartkerCambridge Investment Research, Inc.Avantax Investment Services, Inc.05-23-2017
Diane Theresa McInteeCambridge Investment Research, Inc.Avantax Investment Services, Inc.12-02-2016
David Gerard McInteeCambridge Investment Research, Inc.Avantax Investment Services, Inc.12-02-2016
Martin Leon LatchawCambridge Investment Research, Inc.Avantax Investment Services, Inc.09-26-2016
Jamie Estes SingletonCambridge Investment Research, Inc.Avantax Investment Services, Inc.06-23-2016
Angela Rae KunoCambridge Investment Research, Inc.Avantax Investment Services, Inc.05-16-2016
Frank Charles PasternakCambridge Investment Research, Inc.Avantax Investment Services, Inc.05-10-2016
Deborah Ann MadisonCambridge Investment Research, Inc.Avantax Investment Services, Inc.02-17-2016
Kelly T RennerCambridge Investment Research, Inc.Avantax Investment Services, Inc.$5002-17-2016
Patrick Gerard LanzaCambridge Investment Research, Inc.Avantax Investment Services, Inc.02-16-2016
William George Winkler Jr.Cambridge Investment Research, Inc.Avantax Investment Services, Inc.$1007-24-2015
Vincent D'AgostinoCambridge Investment Research, Inc.Avantax Investment Services, Inc.11-21-2013
Frank Albert SchoenrockCambridge Investment Research, Inc.Avantax Investment Services, Inc.$5008-01-2013
Donald Mark SafstromCambridge Investment Research, Inc.Avantax Investment Services, Inc.02-28-2013
Louis Joseph DesepoliCambridge Investment Research, Inc.Avantax Investment Services, Inc.$5001-02-2013
Michael DesepoliCambridge Investment Research, Inc.Avantax Investment Services, Inc.$1001-02-2013
Sandra Irene BaranowskiCambridge Investment Research, Inc.Avantax Investment Services, Inc.$5011-29-2012
Bonnie J. HillCambridge Investment Research, Inc.Avantax Investment Services, Inc.$1011-28-2012
David John HerbeckCambridge Investment Research, Inc.Avantax Investment Services, Inc.$5010-05-2012
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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.